Who owns MFS Charter Income Trust?
- Ticker: MCR
- CUSIP Number: 552727109
Tip: Access positions for across all investors
Analyze quarterly positions in MFS Charter Income Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of MFS Charter Income Trust stock
Who bought or sold MFS Charter Income Trust this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 8.1M | $52M | 4% | Mar 2024 |
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| Sit Investment Associates | 1.5M | $9.3M | 19% | Mar 2024 |
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| Allspring Global Investments Holdings | 1.2M | $7.4M | 9% | Mar 2024 |
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| Shaker Financial Services | 476k | $3.0M | 56% | Mar 2024 |
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| Wells Fargo & Company | 270k | $1.7M | -33% | Mar 2024 |
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| Bank of America Corporation | 245k | $1.6M | 1% | Mar 2024 |
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| LPL Financial | 198k | $1.3M | -30% | Mar 2024 |
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| UBS Group | 167k | $1.1M | -28% | Mar 2024 |
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| Commonwealth Equity Services | 165k | $1.0M | 5% | Mar 2024 |
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| Stifel Financial | 151k | $955k | 13% | Mar 2024 |
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| HighTower Advisors | 135k | $855k | 3% | Mar 2024 |
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| Goss Wealth Management | 132k | $839k | 2% | Mar 2024 |
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| Kestra Advisory Services | 96k | $623k | 0% | Dec 2023 |
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| Peapack Gladstone Financial Corp | 83k | $524k | -6% | Mar 2024 |
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| Stonebridge Financial Planning Group | 72k | $453k | 0% | Mar 2024 |
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| Landscape Capital Management | 70k | $444k | 3% | Mar 2024 |
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| Raymond James Financial Services Advisors | 69k | $437k | 3% | Mar 2024 |
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| Cambridge Investment Research Advisors | 66k | $415k | -19% | Mar 2024 |
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| Advisor Group Holdings | 56k | $358k | -5% | Mar 2024 |
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| Fortitude Advisory Group | 56k | $358k | 0% | Mar 2024 |
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| CoreCap Advisors | 51k | $331k | 0% | Dec 2023 |
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| Raymond James & Associates | 43k | $271k | -14% | Mar 2024 |
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| 9258 Wealth Management | 37k | $232k | 0% | Mar 2024 |
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| Royal Bank of Canada | 34k | $216k | -2% | Mar 2024 |
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| L.m. Kohn & Company | 30k | $189k | 10% | Mar 2024 |
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| Altus Wealth Group | 27k | $174k | -9% | Mar 2024 |
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| Wolverine Asset Management | 26k | $165k | 100% | Mar 2024 |
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| Captrust Financial Advisors | 25k | $158k | 100% | Mar 2024 |
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| Valley Brook Capital Group | 22k | $142k | 59% | Mar 2024 |
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| Wedbush Morgan Securities | 22k | $141k | 0% | Dec 2023 |
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| Bard Financial Services | 22k | $136k | 0% | Mar 2024 |
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| Concurrent Investment Advisors | 19k | $117k | 0% | Mar 2024 |
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| Susquehanna International | 18k | $114k | -21% | Mar 2024 |
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| Arkadios Wealth Advisors | 15k | $92k | 0% | Mar 2024 |
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| Pathstone Holdings | 14k | $90k | 100% | Mar 2024 |
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| National Asset Management | 13k | $78k | 0% | Mar 2024 |
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| Hrt Financial | 13k | $81k | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 12k | $77k | -8% | Mar 2024 |
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| Philadelphia Trust Company | 12k | $76k | 0% | Mar 2024 |
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| Citadel Advisors | 12k | $76k | 100% | Mar 2024 |
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| Advisory Services Network | 12k | $76k | -8% | Mar 2024 |
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| International Assets Investment Management | 12k | $74k | 0% | Mar 2024 |
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| SignalPoint Asset Management | 11k | $71k | 0% | Mar 2024 |
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| Integrated Wealth Concepts | 10k | $63k | 0% | Mar 2024 |
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| Brian McDonald | 8.6k | $55k | -5% | Mar 2024 |
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| Gradient Investments | 4.4k | $28k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 3.0k | $19k | 0% | Mar 2024 |
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| Fernwood Investment Management | 3.0k | $19k | 100% | Mar 2024 |
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| Bartlett & Co. Wealth Management | 2.2k | $14k | 0% | Mar 2024 |
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| Bartlett & Co. | 2.2k | $14k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 1.3k | $8.1k | -85% | Mar 2024 |
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| Creative Financial Designs | 1.0k | $6.6k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 670.00 | $4.2k | 100% | Mar 2024 |
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| Piscataqua Savings Bank | 563.00 | $3.6k | 0% | Mar 2024 |
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| Us Bancorp | 546.00 | $3.5k | -56% | Mar 2024 |
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| Armstrong Advisory Group | 500.00 | $3.2k | 0% | Mar 2024 |
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| Pnc Financial Services | 474.00 | $3.0k | 0% | Mar 2024 |
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| Key FInancial | 455.00 | $2.9k | 0% | Mar 2024 |
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| Atlantic Trust | 300.00 | $1.9k | 100% | Mar 2024 |
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| Fifth Third Bancorp | 250.00 | $1.6k | -75% | Mar 2024 |
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| GPS Wealth Strategies Group | 250.00 | $1.6k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 242.00 | $1.5k | 100% | Mar 2024 |
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| HHM Wealth Advisors | 202.00 | $1.3k | 0% | Mar 2024 |
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| Hilltop National Bank | 135.00 | $855.994500 | 100% | Mar 2024 |
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| FMR | 1.00 | $6.000000 | 100% | Mar 2024 |
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Who sold out of MFS Charter Income Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ellis Investment Partners | Dec 2023 | 13k | $81k |
| Atlas Private Wealth Advisors | Dec 2023 | 12k | $78k |
| Elequin Capital | Sep 2023 | 3.7k | $22k |
| Private Ocean | Dec 2023 | 1.5k | $9.7k |
| FinTrust Capital Advisors | Sep 2023 | 1.1k | $6.6k |