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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.87KNew |
$54.6K - $66.7K
|
8.87K
$53.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
202New |
$1.24K - $1.52K
|
202
$1.22K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
1.25KNew |
$7.69K - $9.4K
|
1.25K
$7.55K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.8KNew |
$17.2K - $21.1K
|
2.8K
$16.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
4+ 0.03% |
$24.6 - $30.1
|
14.1K
$85.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.3KClosed |
$14.1K - $17.3K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-9.44K- 68.21% |
$65.7K - $80.5K
|
4.4K
$26.6K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-733Closed |
$5.1K - $6.25K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.23KNew |
$15.5K - $19K
|
2.23K
$13.4K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-140Closed |
$974 - $1.19K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-6.13KClosed |
$42.7K - $52.3K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.15KClosed |
$15K - $18.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-198KClosed |
$1.38M - $1.69M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-198KClosed |
$1.38M - $1.69M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-592Closed |
$4.94K - $5.16K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.67KClosed |
$22.3K - $23.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-10.9KClosed |
$90.9K - $95K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Tredje Ap Fonden
|
SELL
|
- |
-7.24KClosed |
$61.4K - $64K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$84.8K - $88.4K
|
10K
$60.4K
|
|
| Q2 2021 | |||||||
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-575- 20.54% |
$4.88K - $5.15K
|
2.23K
$13.4K
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-917Closed |
$7.78K - $8.22K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-18.1KClosed |
$153K - $162K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-44.4KClosed |
$377K - $398K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-377Closed |
$3.2K - $3.38K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.24KClosed |
$69.8K - $73.8K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.25KClosed |
$19K - $20.3K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-28.5KClosed |
$241K - $258K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
3KNew |
$25.3K - $27.1K
|
3K
$18.1K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
563New |
$4.76K - $5.08K
|
563
$3.4K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-43KClosed |
$346K - $378K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-505Closed |
$4.06K - $4.43K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.8KClosed |
$86.5K - $94.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.11KClosed |
$16.9K - $18.5K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.03KClosed |
$24.2K - $26.4K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Leisure Capital Management
|
SELL
|
- |
-15KClosed |
$120K - $131K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-604KClosed |
$4.32M - $5.11M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-10KClosed |
$71.6K - $84.7K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-425KClosed |
$3.05M - $3.6M
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.7KClosed |
$76.7K - $90.8K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19.2KClosed |
$138K - $163K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-340Closed |
$2.43K - $2.88K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-674Closed |
$3.91K - $5.79K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-17Closed |
$98.6 - $146
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-875Closed |
$5.08K - $7.52K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-29.1KClosed |
$169K - $250K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-9.19KClosed |
$53.3K - $79K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 17, 2020
Q4 2019
|
Peoples Financial Services Corp.
|
SELL
|
- |
-300Closed |
$2.47K - $2.53K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-195KClosed |
$1.57M - $1.63M
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-2KClosed |
$16.2K - $16.8K
|
0
$0
|
|
|
Oct 08, 2019
Q3 2019
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.2KClosed |
$25.9K - $26.9K
|
0
$0
|
|