MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

58 hedge funds and large institutions have $142M invested in MFS Charter Income Trust in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
18
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$104M
2
SIA
Sit Investment Associates
Minnesota
$8.69M
3
SFS
Shaker Financial Services
Virginia
$1.97M
4
Wells Fargo
Wells Fargo
California
$2.62M
5
LCM
Landscape Capital Management
New Jersey
$439K

Top Sellers

1
LPL Financial
LPL Financial
California
$1.43M
2
Osaic Holdings
Osaic Holdings
Arizona
$383K
3
WAM
Wolverine Asset Management
Illinois
$0
4
UBS Group
UBS Group
Switzerland
$1.49M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWG
26
Altus Wealth Group
Colorado
$195K -$1.59K -246 -0.8%
LMKC
27
L.M. Kohn & Company
Ohio
$176K +$16.9K +2,623 +11%
WS
28
Wedbush Securities
California
$141K – – –
BFS
29
Bard Financial Services
Connecticut
$139K – – –
CIA
30
Concurrent Investment Advisors
Florida
$119K +$119K +18,486 New
AWA
31
Arkadios Wealth Advisors
Georgia
$94K – – –
VBCG
32
Valley Brook Capital Group
Pennsylvania
$91.1K – – –
Mariner
33
Mariner
Kansas
$86K +$8.63K +1,336 +11%
BRWA
34
B. Riley Wealth Advisors
Florida
$85.9K +$116 +18 +0.1%
ASN
35
Advisory Services Network
Georgia
$83.9K – – –
EIP
36
Ellis Investment Partners
Pennsylvania
$81.4K -$4.75K -735 -6%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$80.1K -$67.1K -10,387 -46%
PTC
38
Philadelphia Trust Company
Pennsylvania
$78K – – –
APWA
39
Atlas Private Wealth Advisors
New Jersey
$77.5K – – –
IAIM
40
International Assets Investment Management
Florida
$75.4K – – –
SAM
41
SignalPoint Asset Management
Missouri
$71K +$173 +27 +0.2%
IWC
42
Integrated Wealth Concepts
Massachusetts
$64.6K – – –
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$57.2K +$39.2K +6,068 +218%
Comerica Bank
44
Comerica Bank
Texas
$56K -$2.82K -437 -5%
GI
45
Gradient Investments
Minnesota
$28.4K – – –
AF
46
Allworth Financial
California
$19.4K – – –
BCWM
47
Bartlett & Co Wealth Management
Ohio
$14.5K – – –
BC
48
Bartlett & Co
Ohio
$14K – – –
PO
49
Private Ocean
California
$9.69K +$9.69K +1,500 New
US Bancorp
50
US Bancorp
Minnesota
$8.11K -$446 -69 -5%
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