MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

64 hedge funds and large institutions have $109M invested in MFS Charter Income Trust in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$24.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.3M
3
PGFC
3
Peapack-Gladstone Financial Corp
New Jersey
$816K
4
WW
4
Waterfront Wealth
Kansas
$384K
5
SPIA
5
Steward Partners Investment Advisory
New York
$379K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.91M
2
SIA
2
Sit Investment Associates
Minnesota
$21.3M
3
SFS
3
Shaker Financial Services
Virginia
$0
4
Invesco
4
Invesco
Georgia
$3.84M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$374K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$323K +$13.1K +1,530 +4%
AWG
27
Altus Wealth Group
Colorado
$289K -$4.75K -535 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$223K -$10.4K -1,221 -4%
PAS
29
Park Avenue Securities
New York
$159K -$13.9K -1,636 -8%
SW
30
SVB Wealth
Massachusetts
$154K -$46.3K -5,425 -23%
WS
31
Wedbush Securities
California
$154K +$44.8K +5,258 +41%
VBCG
32
Valley Brook Capital Group
Pennsylvania
$141K -$12.8K -1,500 -8%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$140K -$42.5K -5,007 -23%
PWPS
34
Pinnacle Wealth Planning Services
Ohio
$127K -$9 -1 -0%
BRWA
35
B. Riley Wealth Advisors
Florida
$123K +$3.48K +405 +3%
GI
36
Gradient Investments
Minnesota
$123K +$85.4K +10,000 +227%
MOS
37
MGO One Seven
Ohio
$119K -$2K -235 -2%
SWM
38
SeaCrest Wealth Management
New York
$113K -$72.7K -8,531 -39%
Creative Planning
39
Creative Planning
Kansas
$110K -$2.27K -267 -2%
PTC
40
Philadelphia Trust Company
Pennsylvania
$102K – – –
WA
41
Waverly Advisors
Alabama
$98K – – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$94K -$11.5K -1,352 -11%
RPA
43
Rock Point Advisors
Vermont
$93K – – –
HNB
44
Huntington National Bank
Ohio
$70K -$73K – –
Citigroup
45
Citigroup
New York
$63K -$192K -22,526 -75%
APWA
46
Atlas Private Wealth Advisors
New Jersey
$51K – – –
AF
47
Allworth Financial
California
$26K +$26K +3,000 New
BC
48
Bartlett & Co
Ohio
$24K – – –
BCWM
49
Bartlett & Co Wealth Management
Ohio
$23.9K – – –
First Manhattan
50
First Manhattan
New York
$21K +$423 +51 +2%
1
2
3