MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

62 hedge funds and large institutions have $88.5M invested in MFS Charter Income Trust in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.11M
3
WAM
3
Wolverine Asset Management
Illinois
$505K
4
SFS
4
Shaker Financial Services
Virginia
$541K
5
CAN
5
Cetera Advisor Networks
California
$337K

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
PPA
3
Parametric Portfolio Associates
Washington
$21.7M
4
Invesco
4
Invesco
Georgia
$3.25M
5
SIA
5
Sit Investment Associates
Minnesota
$1.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$333K 45,500 +45,500 New
FAG
27
Fortitude Advisory Group
Washington
$320K 43,554 +29 +0.1%
AWG
28
Altus Wealth Group
Colorado
$239K 32,530 – –
LCM
29
Landscape Capital Management
New Jersey
$225K 30,608 +30,608 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$215K 29,318 +610 +2%
DAS
31
Dynamic Advisor Solutions
Arizona
$212K 28,881 -597 -2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$159K 21,629 +2,600 +14%
BFS
33
Bard Financial Services
Connecticut
$158K 21,500 -16,500 -43%
VBCG
34
Valley Brook Capital Group
Pennsylvania
$137K 18,700 – –
AWS
35
Atria Wealth Solutions
New York
$137K 18,706 +18,706 New
IAIM
36
International Assets Investment Management
Florida
$131K 17,800 -10,955 -38%
PAS
37
Park Avenue Securities
New York
$130K 17,644 -315 -2%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$126K 17,240 +208 +1%
PWPS
39
Pinnacle Wealth Planning Services
Ohio
$108K 14,668 -76 -0.5%
WW
40
Waterfront Wealth
Kansas
$100K 14,131 – –
MOS
41
MGO One Seven
Ohio
$99K 13,539 -129 -0.9%
PTC
42
Philadelphia Trust Company
Pennsylvania
$88K 12,000 – –
IWC
43
Integrated Wealth Concepts
Massachusetts
$84K 11,500 – –
BRWA
44
B. Riley Wealth Advisors
Florida
$82K 11,135 -2,091 -16%
WA
45
Waverly Advisors
Alabama
$81K 11,020 – –
ASN
46
Advisory Services Network
Georgia
$79K 10,773 +10,773 New
GI
47
Gradient Investments
Minnesota
$32K 4,400 -9,440 -68%
IA
48
IFP Advisors
Florida
$24K 2,649 +2,649 New
AF
49
Allworth Financial
California
$22K 3,000 – –
First Manhattan
50
First Manhattan
New York
$20K 2,749 +60 +2%
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