MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

64 hedge funds and large institutions have $79.8M invested in MFS Charter Income Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 2 closing their positions.

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$6.07M
2
SFS
2
Shaker Financial Services
Virginia
$1.28M
3
SIA
3
Sit Investment Associates
Minnesota
$7.23M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$516K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$444K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.7M
2
CA
2
CoreCap Advisors
Michigan
$299K
3
NA
3
NewEdge Advisors
Louisiana
$756K
4
CF
4
Centaurus Financial
California
$73K
5
Wells Fargo
5
Wells Fargo
California
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$175K -$93K -15,894 -35%
LCM
27
Landscape Capital Management
New Jersey
$163K +$65.3K +11,156 +67%
LMKC
28
L.M. Kohn & Company
Ohio
$144K +$12.4K +2,124 +9%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$133K +$58K +9,913 +77%
WS
30
Wedbush Securities
California
$128K – – –
BFS
31
Bard Financial Services
Connecticut
$126K – – –
HF
32
HRT Financial
New York
$106K +$106K +18,133 New
DAS
33
Dynamic Advisor Solutions
Arizona
$90.4K -$9.13K -1,561 -9%
AWA
34
Arkadios Wealth Advisors
Georgia
$85.1K – – –
VBCG
35
Valley Brook Capital Group
Pennsylvania
$82.5K – – –
EIP
36
Ellis Investment Partners
Pennsylvania
$78K -$33.7K -5,764 -30%
BRWA
37
B. Riley Wealth Advisors
Florida
$77.7K +$105 +18 +0.1%
ASN
38
Advisory Services Network
Georgia
$76K – – –
CF
39
Centaurus Financial
California
$73K -$124K -21,099 -63%
PAS
40
Park Avenue Securities
New York
$71K +$71K +12,152 New
APWA
41
Atlas Private Wealth Advisors
New Jersey
$70.2K – – –
Mariner
42
Mariner
Kansas
$70.1K -$2.26K -387 -3%
PTC
43
Philadelphia Trust Company
Pennsylvania
$70K – – –
IAIM
44
International Assets Investment Management
Florida
$68.3K +$68.3K +11,675 New
SAM
45
SignalPoint Asset Management
Missouri
$64.7K +$948 +162 +1%
WA
46
Waverly Advisors
Alabama
$64.5K – – –
IWC
47
Integrated Wealth Concepts
Massachusetts
$58.5K -$8.78K -1,500 -13%
Comerica Bank
48
Comerica Bank
Texas
$53.2K +$53.2K +9,098 New
GI
49
Gradient Investments
Minnesota
$25.7K – – –
EC
50
Elequin Capital
New York
$21.7K +$16.3K +2,789 +301%
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2
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