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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.15KNew |
$7.21K - $7.51K
|
1.15K
$7.27K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.42K- 4.55% |
$15.2K - $15.8K
|
50.8K
$322K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.73K+ 2.44% |
$10.9K - $11.3K
|
72.8K
$461K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.8KNew |
$17.6K - $18.3K
|
2.8K
$17.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.2KNew |
$115K - $119K
|
18.2K
$116K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-832- 2.25% |
$5.22K - $5.44K
|
36.1K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.8K+ 7.7% |
$162K - $169K
|
361K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.7K- 0.54% |
$275K - $286K
|
8.06M
$51M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.5KNew |
$116K - $121K
|
18.5K
$117K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42+ 0.35% |
$264 - $275
|
11.9K
$75.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-854- 0.77% |
$5.36K - $5.59K
|
110K
$693K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.95K+ 3.5% |
$24.8K - $25.8K
|
117K
$738K
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
619K+ 22.0% |
$3.89M - $4.05M
|
3.44M
$21.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.7K- 10.57% |
$105K - $109K
|
141K
$893K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
32.4K+ 36.11% |
$203K - $212K
|
122K
$773K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.09K+ 1.37% |
$44.5K - $46.4K
|
525K
$3.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
57.7K+ 15.03% |
$362K - $377K
|
441K
$2.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.11K- 2.81% |
$19.6K - $20.4K
|
108K
$681K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
412+ 4.78% |
$2.59K - $2.69K
|
9.03K
$57.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19K+ 19.03% |
$119K - $124K
|
119K
$753K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.9K+ 1266.27% |
$81.1K - $84.5K
|
13.9K
$88.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.54K- 2.57% |
$22.3K - $23.2K
|
134K
$850K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.78K+ 4.97% |
$48.9K - $50.9K
|
164K
$1.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.25K+ 6.36% |
$7.82K - $8.15K
|
20.8K
$132K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1K- 77.82% |
$6.28K - $6.54K
|
285
$1.8K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.44K- 5.22% |
$34.1K - $35.6K
|
98.7K
$625K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74KNew |
$465K - $484K
|
74K
$468K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
15K+ 27.96% |
$94.2K - $98.1K
|
68.7K
$435K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12.7K- 38.28% |
$79.5K - $82.8K
|
20.4K
$129K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
882New |
$5.54K - $5.77K
|
882
$5.58K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35.7KNew |
$225K - $234K
|
35.7K
$226K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.65K- 10.77% |
$16.6K - $17.3K
|
22K
$139K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.9K+ 34.39% |
$301K - $314K
|
187K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
35K+ 10.24% |
$220K - $229K
|
376K
$2.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
42.4K+ 9.66% |
$266K - $277K
|
481K
$3.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-323K- 20.22% |
$2.03M - $2.11M
|
1.28M
$8.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 0.27% |
$188 - $196
|
11.3K
$71.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
2.28K+ 2.29% |
$14.3K - $14.9K
|
102K
$644K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.92K- 6.53% |
$11.3K - $12.2K
|
27.4K
$174K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-367- 6.83% |
$2.16K - $2.33K
|
5.01K
$31.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.89K- 30.26% |
$34.7K - $37.5K
|
13.6K
$86K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-21.4K- 58.96% |
$126K - $136K
|
14.9K
$94.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-459- 17.77% |
$2.7K - $2.92K
|
2.12K
$13.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
486+ 16.2% |
$2.86K - $3.09K
|
3.49K
$22.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-881- 7.54% |
$5.19K - $5.6K
|
10.8K
$68.4K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
138+ 0.4% |
$813 - $878
|
34.8K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.7KNew |
$68.8K - $74.3K
|
11.7K
$73.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.83KNew |
$16.6K - $18K
|
2.83K
$17.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-9.5K- 46.91% |
$56K - $60.4K
|
10.8K
$68K
|
|