MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

66 hedge funds and large institutions have $90.6M invested in MFS Charter Income Trust in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
66
Holders Change
+8
Holders Change %
+13.79%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
16
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.02M
2
SIA
2
Sit Investment Associates
Minnesota
$9.34M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.36M
4
WAM
4
Wolverine Asset Management
Illinois
$165K
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$157K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.5M
2
Wells Fargo
2
Wells Fargo
California
$1.71M
3
UBS Group
3
UBS Group
Switzerland
$1.06M
4
LPL Financial
4
LPL Financial
California
$1.26M
5
Invesco
5
Invesco
Georgia
$3.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMKC
26
L.M. Kohn & Company
Ohio
$189K +$16.6K +2,626 +10%
AWG
27
Altus Wealth Group
Colorado
$174K -$17.4K -2,750 -9%
WAM
28
Wolverine Asset Management
Illinois
$165K +$165K +25,999 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$157K +$157K +24,841 New
VBCG
30
Valley Brook Capital Group
Pennsylvania
$142K +$52.3K +8,250 +59%
BFS
31
Bard Financial Services
Connecticut
$136K – – –
CIA
32
Concurrent Investment Advisors
Florida
$117K – – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$114K +$35K +5,520 +45%
AWA
34
Arkadios Wealth Advisors
Georgia
$92.2K – – –
WS
35
Wedbush Securities
California
$91K -$47.9K -7,522 -34%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$89.7K +$89.7K +14,142 New
HF
37
HRT Financial
New York
$81K +$81K +12,859 New
BRWA
38
B. Riley Wealth Advisors
Florida
$77.7K -$105 -18 -0.1%
Mariner
39
Mariner
Kansas
$77.4K -$6.99K -1,102 -8%
PTC
40
Philadelphia Trust Company
Pennsylvania
$76K – – –
Citadel Advisors
41
Citadel Advisors
Florida
$75.7K +$75.7K +11,946 New
ASN
42
Advisory Services Network
Georgia
$75.6K -$6.8K -1,072 -8%
IAIM
43
International Assets Investment Management
Florida
$74K – – –
SAM
44
SignalPoint Asset Management
Missouri
$70.5K +$228 +36 +0.3%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$67.7K +$67.7K +10,685 New
IWC
46
Integrated Wealth Concepts
Massachusetts
$63.4K – – –
Comerica Bank
47
Comerica Bank
Texas
$54.8K -$120 -19 -0.2%
GI
48
Gradient Investments
Minnesota
$27.9K – – –
AF
49
Allworth Financial
California
$19K – – –
FIM
50
Fernwood Investment Management
Massachusetts
$19K +$19K +3,000 New
1
2
3