MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

66 hedge funds and large institutions have $104M invested in MFS Charter Income Trust in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.3M
2
PPA
2
Parametric Portfolio Associates
Washington
$25.7M
3
Bank of America
3
Bank of America
North Carolina
$4.72M
4
WS
4
Wedbush Securities
California
$556K
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$994K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$6.93M
2
TAF
2
Tredje AP-fonden
Sweden
$0
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$19K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.86M
5
Truist Financial
5
Truist Financial
North Carolina
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$267K +$16.8K +1,952 +7%
SFS
27
Shaker Financial Services
Virginia
$264K +$264K +30,648 New
IAIM
28
International Assets Investment Management
Florida
$247K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$200K – – –
PAS
30
Park Avenue Securities
New York
$157K -$1.59K -185 -1%
VBCG
31
Valley Brook Capital Group
Pennsylvania
$152K +$8.59K +1,000 +6%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$144K +$1.57K +184 +1%
PWPS
33
Pinnacle Wealth Planning Services
Ohio
$127K -$17 -2 -0%
WW
34
Waterfront Wealth
Kansas
$122K – – –
MOS
35
MGO One Seven
Ohio
$119K -$875 -101 -0.7%
GI
36
Gradient Investments
Minnesota
$119K – – –
BRWA
37
B. Riley Wealth Advisors
Florida
$114K +$493 +57 +0.4%
PTC
38
Philadelphia Trust Company
Pennsylvania
$103K – – –
IWC
39
Integrated Wealth Concepts
Massachusetts
$99K +$99K +11,500 New
WA
40
Waverly Advisors
Alabama
$95K – – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$95K +$325 +38 +0.3%
RPA
42
Rock Point Advisors
Vermont
$94K – – –
Creative Planning
43
Creative Planning
Kansas
$87K – – –
APWA
44
Atlas Private Wealth Advisors
New Jersey
$52K – – –
AF
45
Allworth Financial
California
$26K – – –
Citigroup
46
Citigroup
New York
$23K -$38.3K -4,442 -62%
First Manhattan
47
First Manhattan
New York
$22K +$434 +52 +2%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$20K – – –
SWM
49
Spire Wealth Management
Virginia
$20K +$20K +2,300 New
BCWM
50
Bartlett & Co Wealth Management
Ohio
$19.1K – – –
1
2
3