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MFS Charter Income Trust (MCR) Institutional Ownership

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+0.04 (+0.64%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for MFS Charter Income Trust (NYSE:MCR)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$9.47M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$629.83K
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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
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%
2/13/2024Peapack Gladstone Financial Corp85,323$551K0.0%-3.5%0.000%
2/9/2024 L.M. Kohn & Company27,197$176K0.1%+10.7%0.000%
2/7/2024Shaker 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%
1/25/2024 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%
1/16/2024 Raymond James Financial Services Advisors Inc.67,022$433K0.0%+3.9%0.000%
1/16/2024 Raymond James & Associates49,477$320K0.0%-3.5%0.000%
11/13/2023Wolverine Asset Management LLC29,873$175K0.0%-34.7%0.000%
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%
11/6/2023 L.M. Kohn & Company24,574$144K0.1%+9.5%0.000%
11/2/2023Shaker Financial Services LLC218,571$1.28M0.6%+108.2%0.000%
11/1/2023 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%
10/24/2023 Raymond 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%
8/11/2023Kestra 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%
8/7/2023 Ellis Investment Partners LLC19,095$120K0.0%-29.9%0.000%
8/4/2023Atlas 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%
7/31/2023Fortitude Advisory Group L.L.C.54,099$341K0.3%+12.0%0.000%
7/25/2023 Raymond 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%
7/21/2023Creative Planning11,247$71K0.0%N/A0.000%
7/18/2023 Allspring Global Investments Holdings LLC703,623$4.44M0.0%+45.4%0.000%
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7/13/2023 Cambridge 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%
4/14/2023 Raymond James Financial Services Advisors Inc.64,522$406K0.0%-4.9%0.000%
4/14/2023 Raymond 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%
2/13/2023Pinnacle 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%
2/8/2023 Cambridge 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%
1/31/2023 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%
1/18/2023Altus Wealth Group LLC30,990$191K0.1%-4.7%0.000%
12/5/2022Centaurus Financial Inc.84,349$502K0.0%-50.6%0.000%
11/10/2022Relative Value Partners Group LLC67,616$402K0.0%-24.0%0.000%
11/10/2022UBS 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%
10/26/2022 Allspring Global Investments Holdings LLC344,262$2.05M0.0%+11.4%0.000%
10/25/2022 Raymond 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%
8/13/2022NewEdge Advisors LLC153,376$966K0.0%+7.9%0.000%
8/11/2022Cetera Advisor Networks LLC41,495$261K0.0%-9.6%0.000%
8/11/2022CoreCap Advisors LLC116,035$731K0.1%-1.8%0.000%
8/11/2022Sit Investment Associates Inc.406,500$2.56M0.1%+96.6%0.000%
8/9/2022 SeaCrest Wealth Management LLC8,870$56K0.0%N/A0.000%
8/8/2022 Valley Brook Capital Group Inc.14,100$88K0.1%-24.6%0.000%
8/5/2022Landscape Capital Management L.L.C.36,918$233K0.0%+20.6%0.000%
8/5/2022 L.M. Kohn & Company15,483$98K0.0%N/A0.000%
8/3/2022Wolverine Asset Management LLC129,603$816K0.0%+88.0%0.000%
8/2/2022Centaurus Financial Inc.170,870$1.08M0.1%-11.3%0.000%
8/1/2022Shaker Financial Services LLC113,949$718K0.3%+54.6%0.000%
7/27/2022 Dynamic Advisor Solutions LLC26,397$166K0.0%-8.6%0.000%
7/25/2022 Allspring Global Investments Holdings LLC309,111$1.95M0.0%+579.4%0.000%
7/25/2022 SignalPoint Asset Management LLC10,026$63K0.0%N/A0.000%
7/21/2022Wedbush Securities Inc.25,124$158K0.0%-63.1%0.000%
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7/19/2022Commonwealth Equity Services LLC153,212$965K0.0%+1.2%0.000%
7/14/2022 Arkadios Wealth Advisors14,295$90K0.0%N/A0.000%
7/13/2022 Cambridge Investment Research Advisors Inc.68,353$431K0.0%+216.0%0.000%
5/26/2022 Gradient Investments LLC4,400$32K0.0%-68.2%0.000%
5/12/2022Sit Investment Associates Inc.206,746$1.52M0.0%-10.9%0.000%
5/11/2022Landscape Capital Management L.L.C.30,608$225K0.0%N/A0.000%
5/10/2022Stonebridge Financial Planning Group LLC77,696$570K0.3%-2.4%0.000%
5/6/2022Shaker Financial Services LLC73,722$541K0.2%+415.5%0.000%
5/4/2022Wolverine Asset Management LLC68,929$505K0.0%N/A0.000%
5/4/2022Commonwealth Equity Services LLC151,324$1.11M0.0%+125.8%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, 38 institutional investors and hedge funds held shares of MFS Charter Income Trust. The most heavily invested institutionals were Allspring Global Investments Holdings LLC ($7.36M), Sit Investment Associates Inc. ($7.18M), Shaker Financial Services LLC ($1.97M), LPL Financial LLC ($1.90M), UBS Group AG ($1.77M), Commonwealth Equity Services LLC ($1.04M), and NewEdge Advisors LLC ($966K).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 ($1.34M), Shaker Financial Services LLC ($387.86K), Sit Investment Associates Inc. ($268.45K), UBS Group AG ($175.82K), Wolverine Asset Management LLC ($175.37K), Commonwealth Equity Services LLC ($97.95K), and Cambridge Investment Research Advisors Inc. ($82.55K).

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

Institutional investors have bought a total of 2,888,996 shares in the last 24 months. This purchase volume represents approximately $18.16M in transactions.

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

Of the 25 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: Sit Investment Associates Inc. ($126.27K), Centaurus Financial Inc. ($108.37K), Shaker Financial Services LLC ($97.24K), Wedbush Securities Inc. ($42.88K), Cambridge Investment Research Advisors Inc. ($28.65K), 9258 Wealth Management LLC ($27.69K), and Relative Value Partners Group LLC ($21.30K).

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

Institutional investors have sold a total of 581,322 shares in the last 24 months. This volume of shares sold represents approximately $3.60M in transactions.


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This page (NYSE:MCR) was last updated on 5/4/2024 by MarketBeat.com Staff

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