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MFS Charter Income Trust (MCR) Institutional Ownership

MFS Charter Income Trust logo
$6.19 +0.02 (+0.32%)
(As of 12/20/2024 04:33 PM ET)
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Institutional Ownership Changes (13F Filings) for MFS Charter Income Trust (NYSE:MCR)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$8.50M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$774.35K
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MCR Institutional Buying and Selling by Quarter

MFS Charter Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/26/2024 Peapack Gladstone Financial Corp65,770$432K0.0%-13.9%0.000%
11/15/2024 Stifel Financial Corp179,664$1.18M0.0%+13.5%0.000%
11/14/2024 L.M. Kohn & Company38,215$251K0.1%+27.6%0.000%
11/12/2024Larson Financial Group LLC6,330$42K0.0%+233.2%0.000%
11/9/2024 Landscape Capital Management L.L.C.125,213$823K0.1%+50.4%0.000%
11/8/2024 Stonebridge Financial Planning Group LLC48,791$321K0.2%-5.5%0.000%
11/7/2024 Pathstone Holdings LLC225,696$1.48M0.0%+1,011.0%0.000%
11/4/2024 Wolverine Asset Management LLC130,143$855K0.0%+649.1%0.000%
11/4/2024 Ashton Thomas Securities LLC44,750$294K0.1%+7.2%0.000%
10/31/2024 Valley Brook Capital Group Inc.25,922$170K0.1%+15.8%0.000%
10/31/2024 Shaker Financial Services LLC448,297$2.95M1.1%+8.3%0.000%
10/31/2024 Concurrent Investment Advisors LLC40,671$267K0.0%+6.1%0.000%
10/22/2024 International Assets Investment Management LLC76,705$504K0.0%+557.0%0.000%
10/19/2024 Allspring Global Investments Holdings LLC1,651,429$10.85M0.0%+0.3%0.000%
8/8/2024 Stonebridge Financial Planning Group LLC51,657$324K0.2%-27.8%0.000%
8/5/2024 Altus Wealth Group LLC24,623$154K0.1%-10.2%0.000%
8/3/2024 Shaker Financial Services LLC413,834$2.60M1.0%-13.1%0.000%
8/2/2024 Wolverine Asset Management LLC17,374$109K0.0%-33.2%0.000%
7/31/2024Commonwealth Equity Services LLC167,051$1.05M0.0%+1.6%0.000%
7/31/2024 Concurrent Investment Advisors LLC38,347$240K0.0%+107.4%0.000%
7/29/2024 Arkadios Wealth Advisors11,450$72K0.0%-21.3%0.000%
7/26/2024 Allspring Global Investments Holdings LLC1,646,086$10.32M0.0%+41.7%0.000%
7/12/2024 Atlas Private Wealth Advisors12,000$75K0.0%N/A0.000%
5/2/2024 Valley Brook Capital Group Inc.22,350$142K0.1%+58.5%0.000%
4/30/2024Commonwealth Equity Services LLC164,456$1.04M0.0%+4.8%0.000%
4/25/2024 L.M. Kohn & Company29,823$189K0.1%+9.7%0.000%
4/18/2024 Allspring Global Investments Holdings LLC1,161,557$7.36M0.0%+9.3%0.000%
2/13/2024 Peapack Gladstone Financial Corp85,323$551K0.0%-3.5%0.000%
2/9/2024 L.M. Kohn & Company27,197$176K0.1%+10.7%0.000%
2/7/2024 Shaker Financial Services LLC304,925$1.97M0.8%+39.5%0.000%
2/6/2024 9258 Wealth Management LLC36,419$235K0.0%-11.6%0.000%
2/5/2024 Stonebridge Financial Planning Group LLC71,391$461K0.3%-3.3%0.000%
1/25/2024 Allspring Global Investments Holdings LLC1,062,968$6.87M0.0%+2.4%0.000%
1/24/2024 International Assets Investment Management LLC75,421$487K0.0%+546.0%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.67,022$433K0.0%+3.9%0.000%
1/16/2024Raymond James & Associates49,477$320K0.0%-3.5%0.000%
11/13/2023 Wolverine Asset Management LLC29,873$175K0.0%-34.7%0.000%
11/8/2023 HighTower Advisors LLC142,585$834K0.0%-5.7%0.000%
11/8/2023 Landscape Capital Management L.L.C.27,876$163K0.0%+66.7%0.000%
11/6/2023 L.M. Kohn & Company24,574$144K0.1%+9.5%0.000%
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11/2/2023 Shaker Financial Services LLC218,571$1.28M0.6%+108.2%0.000%
11/1/2023 Ellis Investment Partners LLC13,331$78K0.0%-30.2%0.000%
10/27/2023 Allspring Global Investments Holdings LLC1,037,968$6.07M0.0%+47.5%0.000%
10/26/2023 Park Avenue Securities LLC12,152$71K0.0%N/A0.000%
10/24/2023Raymond James & Associates51,253$300K0.0%-6.8%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.75,939$444K0.0%+78.0%0.000%
10/23/2023Commonwealth Equity Services LLC163,083$954K0.0%+2.6%0.000%
10/4/2023 International Assets Investment Management LLC11,675$68K0.0%N/A0.000%
8/11/2023 Kestra Advisory Services LLC95,711$604K0.0%+6.9%0.000%
8/11/2023 Landscape Capital Management L.L.C.16,720$106K0.0%N/A0.000%
8/10/2023 Sit Investment Associates Inc.1,137,504$7.18M0.2%+6.4%0.000%
8/8/2023 9258 Wealth Management LLC41,057$259K0.0%-5.2%0.000%
8/7/2023 Wolverine Asset Management LLC45,767$289K0.0%+250.9%0.000%
8/7/2023 Shaker Financial Services LLC104,991$662K0.3%+406.3%0.000%
8/7/2023 Ellis Investment Partners LLC19,095$120K0.0%-29.9%0.000%
8/4/2023 Atlas Private Wealth Advisors12,000$76K0.0%N/A0.000%
8/3/2023 Dynamic Advisor Solutions LLC17,010$107K0.0%-18.1%0.000%
7/31/2023 LPL Financial LLC300,850$1.90M0.0%+6.8%0.000%
7/31/2023 Fortitude Advisory Group L.L.C.54,099$341K0.3%+12.0%0.000%
7/25/2023Raymond James & Associates55,008$347K0.0%+22.4%0.000%
7/24/2023 Allspring Global Investments Holdings LLC703,623$4.44M0.0%+45.4%0.000%
7/21/2023 Creative Planning11,247$71K0.0%N/A0.000%
7/18/2023 Allspring Global Investments Holdings LLC703,623$4.44M0.0%+45.4%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.42,652$269K0.0%-3.9%0.000%
5/8/2023 Shaker Financial Services LLC20,736$130K0.1%-63.4%0.000%
5/8/2023 Wolverine Asset Management LLC13,041$82K0.0%+160.8%0.000%
5/3/2023 9258 Wealth Management LLC43,310$272K0.1%-8.8%0.000%
4/19/2023 International Assets Investment Management LLC16,100$101K0.0%-9.6%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.64,522$406K0.0%-4.9%0.000%
4/14/2023Raymond James & Associates44,943$283K0.0%-14.6%0.000%
4/13/2023 Allspring Global Investments Holdings LLC483,794$3.04M0.0%+8.9%0.000%
2/13/2023 Pinnacle Wealth Planning Services Inc.10,265$63K0.0%-29.8%0.000%
2/10/2023 Sit Investment Associates Inc.1,041,159$6.40M0.2%-8.8%0.000%
2/9/2023 Landscape Capital Management L.L.C.17,585$108K0.0%-29.3%0.000%
2/9/2023 Elequin Securities LLC11,042$68K0.0%N/A0.000%
2/9/2023 HighTower Advisors LLC129,726$798K0.0%+1.9%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.43,994$271K0.0%+6.1%0.000%
2/7/2023 LPL Financial LLC279,604$1.72M0.0%+7.8%0.000%
2/3/2023 Shaker Financial Services LLC56,710$349K0.2%-51.9%0.000%
2/3/2023 9258 Wealth Management LLC47,477$292K0.1%-23.8%0.000%
2/1/2023 Wolverine Asset Management LLC5,000$31K0.0%N/A0.000%
1/31/2023 Kestra Advisory Services LLC93,726$576K0.0%+5.4%0.000%
1/31/2023 Ellis Investment Partners LLC25,982$160K0.0%+3,248.2%0.000%
1/24/2023 Park Avenue Securities LLC15,536$96K0.0%-11.0%0.000%
1/23/2023 Allspring Global Investments Holdings LLC444,162$2.73M0.0%+29.0%0.000%
1/18/2023 Altus Wealth Group LLC30,990$191K0.1%-4.7%0.000%
12/5/2022 Centaurus Financial Inc.84,349$502K0.0%-50.6%0.000%
11/10/2022Relative Value Partners Group LLC67,616$402K0.0%-24.0%0.000%
11/10/2022 UBS Group AG297,219$1.77M0.0%+144.8%0.000%
11/9/2022 Shaker Financial Services LLC117,973$702K0.3%+3.5%0.000%
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11/8/2022 9258 Wealth Management LLC62,283$371K0.1%-2.7%0.000%
11/2/2022 Landscape Capital Management L.L.C.24,890$148K0.0%-32.6%0.000%
11/1/2022 Kestra Advisory Services LLC88,950$529K0.0%-4.8%0.000%
11/1/2022 Stonebridge Financial Planning Group LLC74,380$443K0.3%-4.4%0.000%
10/26/2022 Allspring Global Investments Holdings LLC344,262$2.05M0.0%+11.4%0.000%
10/25/2022Raymond James Financial Services Advisors Inc.68,638$408K0.0%-4.2%0.000%
10/19/2022 L.M. Kohn & Company22,106$132K0.1%+42.8%0.000%
10/17/2022 Cambridge Investment Research Advisors Inc.41,453$247K0.0%-39.4%0.000%
8/13/2022 NewEdge Advisors LLC153,376$966K0.0%+7.9%0.000%
8/11/2022Cetera Advisor Networks LLC41,495$261K0.0%-9.6%0.000%
(Data available from 1/1/2016 forward)

MCR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MCR shares?

During the previous two years, 33 institutional investors and hedge funds held shares of MFS Charter Income Trust. The most heavily invested institutionals were Allspring Global Investments Holdings LLC ($10.85M), Sit Investment Associates Inc. ($7.18M), Shaker Financial Services LLC ($2.95M), LPL Financial LLC ($1.90M), Pathstone Holdings LLC ($1.48M), Stifel Financial Corp ($1.18M), and Commonwealth Equity Services LLC ($1.05M).Learn more on MCR's institutional investors.

Which institutional investors have been buying MFS Charter Income Trust stock?

Of the 26 institutional investors that purchased MFS Charter Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($1.53M), Shaker Financial Services LLC ($318.65K), Pathstone Holdings LLC ($205.38K), Wolverine Asset Management LLC ($158.54K), International Assets Investment Management LLC ($140.45K), Landscape Capital Management L.L.C. ($69.81K), and Sit Investment Associates Inc. ($68.69K).

How much institutional buying is happening at MFS Charter Income Trust?

Institutional investors have bought a total of 2,771,778 shares in the last 24 months. This purchase volume represents approximately $17.36M in transactions.

Which MFS Charter Income Trust major shareholders have been selling company stock?

Of the 18 institutional investors that sold MFS Charter Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($159.82K), Sit Investment Associates Inc. ($100.99K), 9258 Wealth Management LLC ($25.99K), Stonebridge Financial Planning Group LLC ($25.20K), Wolverine Asset Management LLC ($24.52K), Ellis Investment Partners LLC ($13.89K), and Peapack Gladstone Financial Corp ($13.65K).

How much institutional selling is happening at MFS Charter Income Trust?

Institutional investors have sold a total of 417,474 shares in the last 24 months. This volume of shares sold represents approximately $2.59M in transactions.


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This page (NYSE:MCR) was last updated on 12/22/2024 by MarketBeat.com Staff
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