MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

62 hedge funds and large institutions have $91.1M invested in MFS Charter Income Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$10.3M
2
Bank of America
2
Bank of America
North Carolina
$1.76M
3
CIA
3
Concurrent Investment Advisors
Florida
$240K
4
LCM
4
Landscape Capital Management
New Jersey
$522K
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$75.2K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.12M
2
SFS
2
Shaker Financial Services
Virginia
$2.59M
3
CA
3
CoreCap Advisors
Michigan
$0
4
UBS Group
4
UBS Group
Switzerland
$795K
5
Morgan Stanley
5
Morgan Stanley
New York
$50.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
26
9258 Wealth Management
Ohio
$230K +$991 +158 +0.4%
LMKC
27
L.M. Kohn & Company
Ohio
$188K +$821 +131 +0.4%
AWG
28
Altus Wealth Group
Colorado
$154K -$17.5K -2,794 -10%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$148K -$7.6K -1,212 -5%
VBCG
30
Valley Brook Capital Group
Pennsylvania
$140K +$182 +29 +0.1%
BFS
31
Bard Financial Services
Connecticut
$135K – – –
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$127K +$38.7K +6,172 +44%
WAM
33
Wolverine Asset Management
Illinois
$109K -$54.1K -8,625 -33%
Mariner
34
Mariner
Kansas
$97K +$20.5K +3,268 +27%
WS
35
Wedbush Securities
California
$90K – – –
BRWA
36
B. Riley Wealth Advisors
Florida
$83.6K +$351 +56 +0.4%
Citadel Advisors
37
Citadel Advisors
Florida
$80.6K +$5.71K +910 +8%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$78.4K +$11.4K +1,816 +17%
APWA
39
Atlas Private Wealth Advisors
New Jersey
$75.2K +$75.2K +12,000 New
PTC
40
Philadelphia Trust Company
Pennsylvania
$75K – – –
ASN
41
Advisory Services Network
Georgia
$74.7K – – –
IAIM
42
International Assets Investment Management
Florida
$73.2K – – –
AWA
43
Arkadios Wealth Advisors
Georgia
$71.8K -$19.4K -3,095 -21%
SAM
44
SignalPoint Asset Management
Missouri
$69.9K +$113 +18 +0.2%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$69.5K -$42.9K -6,835 -38%
Comerica Bank
46
Comerica Bank
Texas
$54.1K -$44 -7 -0.1%
GI
47
Gradient Investments
Minnesota
$27.6K – – –
AF
48
Allworth Financial
California
$18.8K – – –
BCWM
49
Bartlett & Co Wealth Management
Ohio
$14K – – –
LFG
50
Larson Financial Group
Missouri
$11.9K +$11.9K +1,900 New
1
2
3