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 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.5KNew |
$135K - $141K
|
21.5K
$130K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
769+ 1.36% |
$4.83K - $5.05K
|
57.2K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-843- 2.3% |
$5.29K - $5.54K
|
35.9K
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
113K+ 649.07% |
$708K - $741K
|
130K
$786K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-227- 49.89% |
$1.43K - $1.49K
|
228
$1.38K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-306- 0.72% |
$1.92K - $2.01K
|
42K
$254K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
250New |
$1.57K - $1.64K
|
250
$1.51K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
974New |
$6.12K - $6.4K
|
974
$5.88K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.21K- 4.88% |
$7.32K - $7.68K
|
23.6K
$143K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.79K- 10.19% |
$16.9K - $17.7K
|
24.6K
$149K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.1K- 21.28% |
$18.7K - $19.6K
|
11.5K
$69.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
400New |
$2.42K - $2.54K
|
400
$2.42K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12KNew |
$72.5K - $76.1K
|
12K
$72.5K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
670New |
$4.17K - $4.36K
|
670
$4.05K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.9KNew |
$80.1K - $83.6K
|
12.9K
$77.7K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3KNew |
$18.7K - $19.5K
|
3K
$18.1K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$1.87K - $1.95K
|
300
$1.81K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-709- 56.49% |
$4.42K - $4.61K
|
546
$3.3K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
135New |
$841 - $878
|
135
$815
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.07K- 8.25% |
$6.68K - $6.97K
|
11.9K
$72K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-750- 75.0% |
$4.67K - $4.88K
|
250
$1.51K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.9K+ 2.83% |
$11.8K - $12.4K
|
68.9K
$416K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.57K+ 589.11% |
$42.8K - $49.7K
|
8.86K
$53.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-735- 5.51% |
$4.16K - $4.83K
|
12.6K
$76.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.5KNew |
$8.49K - $9.86K
|
1.5K
$9.06K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.5K- 13.04% |
$8.78K - $9.48K
|
10K
$60.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.79K+ 301.19% |
$16.3K - $17.6K
|
3.72K
$22.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-21.1K- 62.98% |
$123K - $133K
|
12.4K
$74.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12.2KNew |
$71.1K - $76.8K
|
12.2K
$73.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.12KNew |
$6.55K - $7.08K
|
1.12K
$6.76K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.56K- 9.18% |
$9.13K - $9.87K
|
15.4K
$93.3K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.05KNew |
$6.29K - $6.64K
|
1.05K
$6.32K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.2KNew |
$67.6K - $71.4K
|
11.2K
$67.9K
|
|
| Q1 2023 | |||||||
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-88Closed |
$541 - $604
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.77K+ 12.89% |
$23.2K - $25.9K
|
33K
$199K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
250New |
$1.54K - $1.72K
|
250
$1.51K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.2KNew |
$88.5K - $105K
|
15.2K
$91.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
25KNew |
$146K - $173K
|
25K
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
60+ 2.09% |
$350 - $414
|
2.93K
$17.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
33.1KNew |
$193K - $229K
|
33.1K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.36K- 29.79% |
$25.4K - $30K
|
10.3K
$62K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
85+ 3.21% |
$496 - $587
|
2.73K
$16.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
500New |
$2.92K - $3.45K
|
500
$3.02K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.77KNew |
$10.4K - $12.3K
|
1.77K
$10.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-396- 2.95% |
$2.34K - $2.76K
|
13K
$78.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-21.3K- 23.95% |
$126K - $148K
|
67.6K
$408K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.15KNew |
$12.7K - $15K
|
2.15K
$13K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
512New |
$3.03K - $3.56K
|
512
$3.09K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-355- 4.47% |
$2.1K - $2.47K
|
7.58K
$45.8K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.83K- 79.44% |
$11.3K - $13.8K
|
474
$2.86K
|
|