MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

68 hedge funds and large institutions have $76.7M invested in MFS Charter Income Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$6.8M
2
UBS Group
2
UBS Group
Switzerland
$1.77M
3
Wells Fargo
3
Wells Fargo
California
$2.12M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.05M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$281K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.19M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
CF
3
Centaurus Financial
California
$502K
4
Morgan Stanley
4
Morgan Stanley
New York
$45.6M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$247K
Name Market Value Shares Shares
Change 		Shares
Change %
FAG
26
Fortitude Advisory Group
Washington
$275K 46,261 +1,480 +3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$247K 41,453 -26,900 -39%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$228K 38,303 +1,998 +6%
CAN
29
Cetera Advisor Networks
California
$222K 37,300 -4,195 -10%
DAS
30
Dynamic Advisor Solutions
Arizona
$162K 27,236 +839 +3%
LCM
31
Landscape Capital Management
New Jersey
$148K 24,890 -12,028 -33%
WS
32
Wedbush Securities
California
$144K 24,146 -978 -4%
LMKC
33
L.M. Kohn & Company
Ohio
$132K 22,106 +6,623 +43%
BFS
34
Bard Financial Services
Connecticut
$128K 21,500 – –
IAIM
35
International Assets Investment Management
Florida
$106K 17,800 – –
PAS
36
Park Avenue Securities
New York
$104K 17,450 -487 -3%
AWS
37
Atria Wealth Solutions
New York
$89.5K 15,042 +15,042 New
Mariner
38
Mariner
Kansas
$89K 14,936 +14,936 New
PWPS
39
Pinnacle Wealth Planning Services
Ohio
$87K 14,620 -32 -0.2%
AWA
40
Arkadios Wealth Advisors
Georgia
$85K 14,295 – –
VBCG
41
Valley Brook Capital Group
Pennsylvania
$83K 14,100 – –
BRWA
42
B. Riley Wealth Advisors
Florida
$79K 13,215 +13,215 New
ASN
43
Advisory Services Network
Georgia
$77K 12,993 +2,220 +21%
PTC
44
Philadelphia Trust Company
Pennsylvania
$71K 12,000 – –
IWC
45
Integrated Wealth Concepts
Massachusetts
$68K 11,500 – –
WA
46
Waverly Advisors
Alabama
$66K 11,020 – –
SAM
47
SignalPoint Asset Management
Missouri
$60K 10,239 +213 +2%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$45K 7,581 -355 -4%
GI
49
Gradient Investments
Minnesota
$26K 4,400 – –
IA
50
IFP Advisors
Florida
$24K 2,644 -5 -0.2%
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2
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