MCR

MFS Charter Income Trust

61 hedge funds and large institutions have $84.2M invested in MFS Charter Income Trust in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.7M 8,030,995 +17,416 +0.2%
SIA
2
Sit Investment Associates
Minnesota
$7.18M 1,137,504 +68,693 +6%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$4.44M 703,623 +219,829 +45%
Invesco
4
Invesco
Georgia
$3.14M 497,298 +81,727 +20%
Wells Fargo
5
Wells Fargo
California
$2.31M 365,881 -45,576 -11%
LPL Financial
6
LPL Financial
California
$1.9M 300,850 +19,164 +7%
UBS Group
7
UBS Group
Switzerland
$1.66M 262,922 -13,702 -5%
Bank of America
8
Bank of America
North Carolina
$1.49M 235,558 +8,149 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1M 158,904 +6,216 +4%
NA
10
NewEdge Advisors
Louisiana
$987K 156,350 +8,675 +6%
HighTower Advisors
11
HighTower Advisors
Illinois
$953K 151,211 +21,472 +17%
Stifel Financial
12
Stifel Financial
Missouri
$766K 121,471 +2,371 +2%
CA
13
CoreCap Advisors
Michigan
$675K 106,910 +106,910 New
SFS
14
Shaker Financial Services
Virginia
$662K 104,991 +84,255 +406%
KAS
15
Kestra Advisory Services
Texas
$604K 95,711 +6,147 +7%
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$558K 88,382 -415 -0.5%
SFPG
17
Stonebridge Financial Planning Group
Florida
$472K 74,736 +124 +0.2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$407K 64,522
RJA
19
Raymond James & Associates
Florida
$347K 55,008 +10,065 +22%
Osaic Holdings
20
Osaic Holdings
Arizona
$346K 54,796 +2,504 +5%
FAG
21
Fortitude Advisory Group
Washington
$341K 54,099 +5,782 +12%
WAM
22
Wolverine Asset Management
Illinois
$289K 45,767 +32,726 +251%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$269K 42,652 -1,754 -4%
9WM
24
9258 Wealth Management
Ohio
$259K 41,057 -2,253 -5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$234K 37,069 -1,784 -5%