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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.7M 8,087,880 -34,399 -0.4%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.3M 1,646,086 +484,529 +42%
SIA
3
Sit Investment Associates
Minnesota
$9.12M 1,454,689 -17,741 -1%
Invesco
4
Invesco
Georgia
$3M 477,870 -4,589 -1%
SFS
5
Shaker Financial Services
Virginia
$2.59M 413,834 -62,587 -13%
Bank of America
6
Bank of America
North Carolina
$1.76M 281,405 +36,873 +15%
LPL Financial
7
LPL Financial
California
$1.23M 195,395 -2,637 -1%
Wells Fargo
8
Wells Fargo
California
$1.12M 178,398 -91,661 -34%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.05M 167,051 +2,595 +2%
Stifel Financial
10
Stifel Financial
Missouri
$993K 158,314 +7,684 +5%
NA
11
NewEdge Advisors
Louisiana
$800K 127,550 -4,800 -4%
UBS Group
12
UBS Group
Switzerland
$795K 126,729 -40,306 -24%
HighTower Advisors
13
HighTower Advisors
Illinois
$719K 114,645 -20,000 -15%
KAS
14
Kestra Advisory Services
Texas
$664K 105,964 +4,569 +5%
LCM
15
Landscape Capital Management
New Jersey
$522K 83,280 +13,280 +19%
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$479K 76,358 -6,358 -8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$432K 68,922 – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$411K 65,510 +3 +0%
Osaic Holdings
19
Osaic Holdings
Arizona
$379K 60,403 +3,954 +7%
FAG
20
Fortitude Advisory Group
Washington
$354K 56,448 – –
SFPG
21
Stonebridge Financial Planning Group
Florida
$324K 51,657 -19,865 -28%
RJA
22
Raymond James & Associates
Florida
$265K 42,331 -336 -0.8%
ATS
23
Ashton Thomas Securities
New York
$265K 41,750 +41,750 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$244K 38,908 +4,845 +14%
CIA
25
Concurrent Investment Advisors
Florida
$240K 38,347 +19,861 +107%
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