MCR

MFS Charter Income Trust

61 hedge funds and large institutions have $84.2M invested in MFS Charter Income Trust in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CF
26
Centaurus Financial
California
$211K -$180K -28,545 -46%
AWG
27
Altus Wealth Group
Colorado
$196K
LMKC
28
L.M. Kohn & Company
Ohio
$142K +$764 +121 +0.5%
WS
29
Wedbush Securities
California
$138K -$9.17K -1,450 -6%
BFS
30
Bard Financial Services
Connecticut
$136K
EIP
31
Ellis Investment Partners
Pennsylvania
$120K -$51.3K -8,127 -30%
DAS
32
Dynamic Advisor Solutions
Arizona
$107K -$23.7K -3,752 -18%
LCM
33
Landscape Capital Management
New Jersey
$106K +$106K +16,720 New
AWA
34
Arkadios Wealth Advisors
Georgia
$91.8K
VBCG
35
Valley Brook Capital Group
Pennsylvania
$89K
BRWA
36
B. Riley Wealth Advisors
Florida
$83.7K +$114 +18 +0.1%
ASN
37
Advisory Services Network
Georgia
$82K
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$81.2K -$45.1K -7,152 -36%
Mariner
39
Mariner
Kansas
$78K -$9.2K -1,458 -11%
PTC
40
Philadelphia Trust Company
Pennsylvania
$76K
APWA
41
Atlas Private Wealth Advisors
New Jersey
$75.7K +$75.7K +12,000 New
IWC
42
Integrated Wealth Concepts
Massachusetts
$72.6K
Creative Planning
43
Creative Planning
Kansas
$71K +$71K +11,247 New
WA
44
Waverly Advisors
Alabama
$69.5K
SAM
45
SignalPoint Asset Management
Missouri
$68.8K +$1.46K +231 +2%
GI
46
Gradient Investments
Minnesota
$27.8K
AF
47
Allworth Financial
California
$18.9K
BCWM
48
Bartlett & Co Wealth Management
Ohio
$14K
BC
49
Bartlett & Co
Ohio
$14K
US Bancorp
50
US Bancorp
Minnesota
$12.6K