MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

64 hedge funds and large institutions have $79.8M invested in MFS Charter Income Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 2 closing their positions.

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$6.07M
2
SFS
2
Shaker Financial Services
Virginia
$1.28M
3
SIA
3
Sit Investment Associates
Minnesota
$7.23M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$516K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$444K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.7M
2
CA
2
CoreCap Advisors
Michigan
$299K
3
NA
3
NewEdge Advisors
Louisiana
$756K
4
CF
4
Centaurus Financial
California
$73K
5
Wells Fargo
5
Wells Fargo
California
$2.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.7M 7,818,881 -212,114 -3%
SIA
2
Sit Investment Associates
Minnesota
$7.23M 1,236,068 +98,564 +9%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$6.07M 1,037,968 +334,345 +48%
Invesco
4
Invesco
Georgia
$2.87M 491,116 -6,182 -1%
Wells Fargo
5
Wells Fargo
California
$2.02M 345,354 -20,527 -6%
LPL Financial
6
LPL Financial
California
$1.66M 284,002 -16,848 -6%
UBS Group
7
UBS Group
Switzerland
$1.49M 255,395 -7,527 -3%
Bank of America
8
Bank of America
North Carolina
$1.41M 241,437 +5,879 +2%
SFS
9
Shaker Financial Services
Virginia
$1.28M 218,571 +113,580 +108%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$954K 163,083 +4,179 +3%
HighTower Advisors
11
HighTower Advisors
Illinois
$834K 142,585 -8,626 -6%
Stifel Financial
12
Stifel Financial
Missouri
$795K 135,837 +14,366 +12%
NA
13
NewEdge Advisors
Louisiana
$756K 129,250 -27,100 -17%
KAS
14
Kestra Advisory Services
Texas
$562K 96,076 +365 +0.4%
PGFC
15
Peapack-Gladstone Financial Corp
New Jersey
$517K 88,382 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$516K 88,239 +33,443 +61%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$444K 75,939 +33,287 +78%
SFPG
18
Stonebridge Financial Planning Group
Florida
$432K 73,864 -872 -1%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$377K 64,522 – –
FAG
20
Fortitude Advisory Group
Washington
$330K 56,437 +2,338 +4%
RJA
21
Raymond James & Associates
Florida
$300K 51,253 -3,755 -7%
CA
22
CoreCap Advisors
Michigan
$299K 51,185 -55,725 -52%
9WM
23
9258 Wealth Management
Ohio
$241K 41,182 +125 +0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$203K 34,707 -2,362 -6%
AWG
25
Altus Wealth Group
Colorado
$178K 30,413 -577 -2%
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