MCR

MFS Charter Income Trust

57 hedge funds and large institutions have $99.1M invested in MFS Charter Income Trust in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
22
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$276K -$2.01K -306 -0.7%
CIA
27
Concurrent Investment Advisors
Florida
$267K +$15.3K +2,324 +6%
RP
28
Riverbridge Partners
Minnesota
$253K +$253K +38,487 New
LMKC
29
L.M. Kohn & Company
Ohio
$251K +$54.3K +8,261 +28%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$244K -$10.9K -1,662 -4%
9WM
31
9258 Wealth Management
Ohio
$236K -$5.54K -843 -2%
VBCG
32
Valley Brook Capital Group
Pennsylvania
$170K +$23.3K +3,543 +16%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$155K
BFS
34
Bard Financial Services
Connecticut
$141K
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$129K +$55.7K +8,474 +76%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$121K +$38.5K +5,864 +47%
Mariner
37
Mariner
Kansas
$95.3K -$6.44K -980 -6%
WS
38
Wedbush Securities
California
$94K
PTC
39
Philadelphia Trust Company
Pennsylvania
$79K
BRWA
40
B. Riley Wealth Advisors
Florida
$78.1K -$9.32K -1,421 -11%
ASN
41
Advisory Services Network
Georgia
$74.7K
SAM
42
SignalPoint Asset Management
Missouri
$72.7K +$124 +19 +0.2%
Comerica Bank
43
Comerica Bank
Texas
$56.6K -$118 -18 -0.2%
LFG
44
Larson Financial Group
Missouri
$41.6K +$29.1K +4,430 +233%
AF
45
Allworth Financial
California
$19.7K
AWM
46
Avior Wealth Management
Nebraska
$16.3K +$14.7K +2,233 +923%
BCWM
47
Bartlett & Co Wealth Management
Ohio
$14.6K
IAIM
48
International Assets Investment Management
Florida
$11.7K +$9.9K +65,030 +557%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$8.44K
CFD
50
Creative Financial Designs
Indiana
$6.87K