Latest Institutional Transactions on Mfs Charter Income Trust (MCR)
This table provides information on the latest institutional transactions involving Mfs Charter Income Trust (MCR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.42K- 10.65% |
$8.92K - $9.34K
|
11.9K
$74.6K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-10.6K- 13.87% |
$66.5K - $69.6K
|
65.8K
$412K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.5KNew |
$135K - $141K
|
21.5K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.9K- 9.36% |
$74.5K - $77.9K
|
115K
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 1.4% |
$10K - $10.5K
|
113K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.91K- 2.28% |
$18.3K - $19.1K
|
125K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.4K+ 13.49% |
$134K - $140K
|
180K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-95- 0.03% |
$597 - $624
|
281K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.3K+ 0.56% |
$284K - $297K
|
8.13M
$50.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-18- 0.21% |
$113 - $118
|
8.62K
$53.9K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
8.26K+ 27.58% |
$51.9K - $54.3K
|
38.2K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.66K- 4.27% |
$10.4K - $10.9K
|
37.2K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.47K+ 76.44% |
$53.2K - $55.7K
|
19.6K
$122K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
137K+ 9.39% |
$858K - $898K
|
1.59M
$9.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
769+ 1.36% |
$4.83K - $5.05K
|
57.2K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-259- 0.24% |
$1.63K - $1.7K
|
106K
$662K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26K- 14.56% |
$163K - $171K
|
152K
$954K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.96K+ 11.52% |
$43.7K - $45.7K
|
67.4K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-980- 6.33% |
$6.15K - $6.44K
|
14.5K
$90.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.86K+ 46.91% |
$36.8K - $38.5K
|
18.4K
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
36.4K+ 7.62% |
$229K - $239K
|
514K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-843- 2.3% |
$5.29K - $5.54K
|
35.9K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.43K+ 233.16% |
$27.8K - $29.1K
|
6.33K
$39.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.23K+ 922.73% |
$14K - $14.7K
|
2.48K
$15.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47.1KNew |
$296K - $309K
|
47.1K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.1K- 22.56% |
$277K - $290K
|
151K
$947K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
41.9K+ 50.35% |
$263K - $275K
|
125K
$784K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.87K- 5.55% |
$18K - $18.8K
|
48.8K
$305K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
205K+ 1011.04% |
$1.29M - $1.35M
|
226K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
113K+ 649.07% |
$708K - $741K
|
130K
$815K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3K+ 7.19% |
$18.8K - $19.7K
|
44.8K
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
34.5K+ 8.33% |
$216K - $226K
|
448K
$2.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
3.54K+ 15.83% |
$22.3K - $23.3K
|
25.9K
$162K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.32K+ 6.06% |
$14.6K - $15.3K
|
40.7K
$255K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-227- 49.89% |
$1.43K - $1.49K
|
228
$1.43K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
754+ 1.15% |
$4.74K - $4.95K
|
66.3K
$415K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
65K+ 557.0% |
$408K - $427K
|
76.7K
$480K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.6K- 27.29% |
$286K - $299K
|
121K
$760K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-306- 0.72% |
$1.92K - $2.01K
|
42K
$263K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.34K+ 0.32% |
$33.6K - $35.1K
|
1.65M
$10.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
250New |
$1.57K - $1.64K
|
250
$1.57K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
38.5KNew |
$242K - $253K
|
38.5K
$241K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
974New |
$6.12K - $6.4K
|
974
$6.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
19+ 0.17% |
$119 - $125
|
11.2K
$69.9K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.21K- 4.88% |
$7.32K - $7.68K
|
23.6K
$148K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
910+ 7.62% |
$5.5K - $5.77K
|
12.9K
$80.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
41.3KNew |
$250K - $262K
|
41.3K
$259K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.79K- 10.19% |
$16.9K - $17.7K
|
24.6K
$154K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.1K- 21.28% |
$18.7K - $19.6K
|
11.5K
$71.7K
|
|