MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

65 hedge funds and large institutions have $78.2M invested in MFS Charter Income Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.6M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$1.95M
3
SIA
3
Sit Investment Associates
Minnesota
$2.56M
4
Invesco
4
Invesco
Georgia
$3.42M
5
RVPG
5
Relative Value Partners Group
$607K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$765K
2
Bank of America
2
Bank of America
North Carolina
$2.8M
3
WS
3
Wedbush Securities
California
$158K
4
CF
4
Centaurus Financial
California
$1.08M
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWG
26
Altus Wealth Group
Colorado
$280K 32,530 – –
Osaic Holdings
27
Osaic Holdings
Arizona
$262K 41,479 -17,464 -30%
CAN
28
Cetera Advisor Networks
California
$261K 41,495 -4,405 -10%
LCM
29
Landscape Capital Management
New Jersey
$233K 36,918 +6,310 +21%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$229K 36,305 +6,987 +24%
DAS
31
Dynamic Advisor Solutions
Arizona
$166K 26,397 -2,484 -9%
WS
32
Wedbush Securities
California
$158K 25,124 -42,875 -63%
BFS
33
Bard Financial Services
Connecticut
$135K 21,500 – –
PAS
34
Park Avenue Securities
New York
$113K 17,937 +293 +2%
LMKC
35
L.M. Kohn & Company
Ohio
$98K 15,483 +15,483 New
PWPS
36
Pinnacle Wealth Planning Services
Ohio
$92K 14,652 -16 -0.1%
AWA
37
Arkadios Wealth Advisors
Georgia
$90K 14,295 +14,295 New
WW
38
Waterfront Wealth
Kansas
$89K 14,135 +4 +0%
VBCG
39
Valley Brook Capital Group
Pennsylvania
$88K 14,100 -4,600 -25%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$87K 13,873 +13,873 New
MOS
41
MGO One Seven
Ohio
$85K 13,437 -102 -0.8%
PTC
42
Philadelphia Trust Company
Pennsylvania
$76K 12,000 – –
IWC
43
Integrated Wealth Concepts
Massachusetts
$72K 11,500 – –
WA
44
Waverly Advisors
Alabama
$69K 11,020 – –
ASN
45
Advisory Services Network
Georgia
$68K 10,773 – –
SAM
46
SignalPoint Asset Management
Missouri
$63K 10,026 +10,026 New
SWM
47
SeaCrest Wealth Management
New York
$56K 8,870 +8,870 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$50K 7,936 -9,304 -54%
GI
49
Gradient Investments
Minnesota
$28K 4,400 – –
IA
50
IFP Advisors
Florida
$24K 2,649 – –
1
2
3