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MFS Charter Income Trust (MCR) Institutional Ownership

MFS Charter Income Trust logo
$6.34 -0.01 (-0.08%)
As of 02:38 PM Eastern
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Institutional Ownership Changes (13F Filings) for MFS Charter Income Trust (NYSE:MCR)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$8.92M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.18M
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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
1/17/2025 Riverbridge Partners LLC86,396$551K0.0%+124.5%0.000%
1/17/2025 Melfa Wealth Management Inc.20,250$129K0.1%N/A0.000%
1/8/2025 International Assets Investment Management LLC11,675$74K0.0%-84.8%0.000%
11/26/2024Peapack Gladstone Financial Corp65,770$432K0.0%-13.9%0.000%
11/15/2024Stifel Financial Corp179,664$1.18M0.0%+13.5%0.000%
11/14/2024L.M. Kohn & Company38,215$251K0.1%+27.6%0.000%
11/12/2024Larson Financial Group LLC6,330$42K0.0%+233.2%0.000%
11/9/2024Landscape Capital Management L.L.C.125,213$823K0.1%+50.4%0.000%
11/8/2024Stonebridge Financial Planning Group LLC48,791$321K0.2%-5.5%0.000%
11/7/2024Pathstone Holdings LLC225,696$1.48M0.0%+1,011.0%0.000%
11/4/2024Wolverine Asset Management LLC130,143$855K0.0%+649.1%0.000%
11/4/2024Ashton Thomas Securities LLC44,750$294K0.1%+7.2%0.000%
10/31/2024Valley Brook Capital Group Inc.25,922$170K0.1%+15.8%0.000%
10/31/2024Shaker Financial Services LLC448,297$2.95M1.1%+8.3%0.000%
10/31/2024Concurrent 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%
10/19/2024Allspring Global Investments Holdings LLC1,651,429$10.85M0.0%+0.3%0.000%
8/8/2024Stonebridge Financial Planning Group LLC51,657$324K0.2%-27.8%0.000%
8/5/2024Altus Wealth Group LLC24,623$154K0.1%-10.2%0.000%
8/3/2024Shaker Financial Services LLC413,834$2.60M1.0%-13.1%0.000%
8/2/2024Wolverine Asset Management LLC17,374$109K0.0%-33.2%0.000%
7/31/2024Commonwealth Equity Services LLC167,051$1.05M0.0%+1.6%0.000%
7/31/2024Concurrent Investment Advisors LLC38,347$240K0.0%+107.4%0.000%
7/29/2024 Arkadios Wealth Advisors11,450$72K0.0%-21.3%0.000%
7/26/2024Allspring 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%
5/2/2024Valley 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%
4/25/2024L.M. Kohn & Company29,823$189K0.1%+9.7%0.000%
4/18/2024Allspring Global Investments Holdings LLC1,161,557$7.36M0.0%+9.3%0.000%
2/13/2024Peapack Gladstone Financial Corp85,323$551K0.0%-3.5%0.000%
2/9/2024L.M. Kohn & Company27,197$176K0.1%+10.7%0.000%
2/7/2024Shaker Financial Services LLC304,925$1.97M0.8%+39.5%0.000%
2/6/20249258 Wealth Management LLC36,419$235K0.0%-11.6%0.000%
2/5/2024Stonebridge Financial Planning Group LLC71,391$461K0.3%-3.3%0.000%
1/25/2024Allspring 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%
11/13/2023Wolverine Asset Management LLC29,873$175K0.0%-34.7%0.000%
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11/8/2023HighTower Advisors LLC142,585$834K0.0%-5.7%0.000%
11/8/2023Landscape Capital Management L.L.C.27,876$163K0.0%+66.7%0.000%
11/6/2023L.M. Kohn & Company24,574$144K0.1%+9.5%0.000%
11/2/2023Shaker Financial Services LLC218,571$1.28M0.6%+108.2%0.000%
11/1/2023Ellis Investment Partners LLC13,331$78K0.0%-30.2%0.000%
10/27/2023Allspring 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%
10/24/2023Cambridge 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%
8/11/2023Kestra Advisory Services LLC95,711$604K0.0%+6.9%0.000%
8/11/2023Landscape Capital Management L.L.C.16,720$106K0.0%N/A0.000%
8/10/2023Sit Investment Associates Inc.1,137,504$7.18M0.2%+6.4%0.000%
8/8/20239258 Wealth Management LLC41,057$259K0.0%-5.2%0.000%
8/7/2023Wolverine Asset Management LLC45,767$289K0.0%+250.9%0.000%
8/7/2023Shaker Financial Services LLC104,991$662K0.3%+406.3%0.000%
8/7/2023Ellis 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%
7/31/2023LPL 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%
7/24/2023Allspring Global Investments Holdings LLC703,623$4.44M0.0%+45.4%0.000%
7/21/2023Creative Planning11,247$71K0.0%N/A0.000%
7/18/2023Allspring Global Investments Holdings LLC703,623$4.44M0.0%+45.4%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.42,652$269K0.0%-3.9%0.000%
5/8/2023Shaker Financial Services LLC20,736$130K0.1%-63.4%0.000%
5/8/2023Wolverine Asset Management LLC13,041$82K0.0%+160.8%0.000%
5/3/20239258 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%
4/13/2023Allspring Global Investments Holdings LLC483,794$3.04M0.0%+8.9%0.000%
2/13/2023Pinnacle Wealth Planning Services Inc.10,265$63K0.0%-29.8%0.000%
2/10/2023Sit Investment Associates Inc.1,041,159$6.40M0.2%-8.8%0.000%
2/9/2023Landscape Capital Management L.L.C.17,585$108K0.0%-29.3%0.000%
2/9/2023Elequin Securities LLC11,042$68K0.0%N/A0.000%
2/9/2023HighTower Advisors LLC129,726$798K0.0%+1.9%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.43,994$271K0.0%+6.1%0.000%
2/7/2023LPL Financial LLC279,604$1.72M0.0%+7.8%0.000%
2/3/2023Shaker Financial Services LLC56,710$349K0.2%-51.9%0.000%
2/3/20239258 Wealth Management LLC47,477$292K0.1%-23.8%0.000%
2/1/2023Wolverine Asset Management LLC5,000$31K0.0%N/A0.000%
1/31/2023Kestra Advisory Services LLC93,726$576K0.0%+5.4%0.000%
1/31/2023Ellis 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%
1/23/2023Allspring Global Investments Holdings LLC444,162$2.73M0.0%+29.0%0.000%
1/18/2023Altus Wealth Group LLC30,990$191K0.1%-4.7%0.000%
12/5/2022Centaurus Financial Inc.84,349$502K0.0%-50.6%0.000%
Vladimir Lenin was right… (Ad)

The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold $3 billion of Amazon… it’s why Nvidia’s CEO just sold $713 million... and it’s why Zuckerberg just sold $1.3 billion in Meta stock. The financial establishment doesn’t want you to know about this… but a controversial new documentary just pulled back the curtain and exposed what’s really going on. It’s called The Final Frontier.

Including the name of the #1 company to buy.
11/10/2022Relative Value Partners Group LLC67,616$402K0.0%-24.0%0.000%
11/10/2022UBS Group AG297,219$1.77M0.0%+144.8%0.000%
11/9/2022Shaker Financial Services LLC117,973$702K0.3%+3.5%0.000%
11/8/20229258 Wealth Management LLC62,283$371K0.1%-2.7%0.000%
11/2/2022Landscape Capital Management L.L.C.24,890$148K0.0%-32.6%0.000%
11/1/2022Kestra Advisory Services LLC88,950$529K0.0%-4.8%0.000%
11/1/2022Stonebridge Financial Planning Group LLC74,380$443K0.3%-4.4%0.000%
10/26/2022Allspring 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%
10/19/2022L.M. Kohn & Company22,106$132K0.1%+42.8%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, 35 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 28 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 ($1.43M), 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 2,740,037 shares in the last 24 months. This purchase volume represents approximately $17.18M 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), International Assets Investment Management LLC ($66.73K), 9258 Wealth Management LLC ($25.99K), Stonebridge Financial Planning Group LLC ($25.20K), Wolverine Asset Management LLC ($24.52K), and Ellis Investment Partners LLC ($13.89K).

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

Institutional investors have sold a total of 480,964 shares in the last 24 months. This volume of shares sold represents approximately $2.99M in transactions.


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This page (NYSE:MCR) was last updated on 1/24/2025 by MarketBeat.com Staff
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