MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

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.

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
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$1.48M
2
SIA
2
Sit Investment Associates
Minnesota
$10.5M
3
WAM
3
Wolverine Asset Management
Illinois
$855K
4
CA
4
CoreCap Advisors
Michigan
$309K
5
Morgan Stanley
5
Morgan Stanley
New York
$53.4M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$798K
2
LPL Financial
2
LPL Financial
California
$994K
3
Wells Fargo
3
Wells Fargo
California
$1M
4
AWG
4
Altus Wealth Group
Colorado
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.4M 8,133,149 +45,269 +0.6%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.8M 1,651,429 +5,343 +0.3%
SIA
3
Sit Investment Associates
Minnesota
$10.5M 1,591,328 +136,639 +9%
Invesco
4
Invesco
Georgia
$3.38M 514,283 +36,413 +8%
SFS
5
Shaker Financial Services
Virginia
$2.95M 448,297 +34,463 +8%
Bank of America
6
Bank of America
North Carolina
$1.85M 281,310 -95 -0%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$1.48M 225,696 +205,382 +1,011%
Stifel Financial
8
Stifel Financial
Missouri
$1.18M 179,664 +21,350 +13%
Wells Fargo
9
Wells Fargo
California
$1M 152,423 -25,975 -15%
LPL Financial
10
LPL Financial
California
$994K 151,308 -44,087 -23%
WAM
11
Wolverine Asset Management
Illinois
$855K 130,143 +112,769 +649%
LCM
12
Landscape Capital Management
New Jersey
$823K 125,213 +41,933 +50%
NA
13
NewEdge Advisors
Louisiana
$819K 124,640 -2,910 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$798K 121,471 -45,580 -27%
UBS Group
15
UBS Group
Switzerland
$755K 114,866 -11,863 -9%
HighTower Advisors
16
HighTower Advisors
Illinois
$744K 113,045 -1,600 -1%
KAS
17
Kestra Advisory Services
Texas
$694K 105,705 -259 -0.2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$453K 68,922 – –
Osaic Holdings
19
Osaic Holdings
Arizona
$443K 67,362 +6,959 +12%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$435K 66,264 +754 +1%
PGFC
21
Peapack-Gladstone Financial Corp
New Jersey
$432K 65,770 -10,588 -14%
FAG
22
Fortitude Advisory Group
Washington
$376K 57,217 +769 +1%
SFPG
23
Stonebridge Financial Planning Group
Florida
$321K 48,791 -2,866 -6%
CA
24
CoreCap Advisors
Michigan
$309K 47,075 +47,075 New
ATS
25
Ashton Thomas Securities
New York
$294K 44,750 +3,000 +7%
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