Latest Institutional Purchases of Mfs Charter Income Trust (MCR)
This list provides information on the latest institutional transactions involving Mfs Charter Income Trust (MCR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
670New |
$4.17K - $4.36K
|
670
$4.24K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$1.87K - $1.95K
|
300
$1.9K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
135New |
$841 - $878
|
135
$855
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.5KNew |
$8.49K - $9.86K
|
1.5K
$9.5K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12.2KNew |
$71.1K - $76.8K
|
12.2K
$76.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.79K+ 301.19% |
$16.3K - $17.6K
|
3.72K
$23.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.12KNew |
$6.55K - $7.08K
|
1.12K
$7.09K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.2KNew |
$67.6K - $71.4K
|
11.2K
$71.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.05KNew |
$6.29K - $6.64K
|
1.05K
$6.62K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.77K+ 12.89% |
$23.2K - $25.9K
|
33K
$209K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
250New |
$1.54K - $1.72K
|
250
$1.58K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
33.1KNew |
$193K - $229K
|
33.1K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
25KNew |
$146K - $173K
|
25K
$158K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.2KNew |
$88.5K - $105K
|
15.2K
$96.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
500New |
$2.92K - $3.45K
|
500
$3.17K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
85+ 3.21% |
$496 - $587
|
2.73K
$17.3K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
60+ 2.09% |
$350 - $414
|
2.93K
$18.6K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.15KNew |
$12.7K - $15K
|
2.15K
$13.6K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.77KNew |
$10.4K - $12.3K
|
1.77K
$11.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
512New |
$3.03K - $3.56K
|
512
$3.24K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.87KNew |
$54.6K - $66.7K
|
8.87K
$56.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.8KNew |
$17.2K - $21.1K
|
2.8K
$17.7K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
1.25KNew |
$7.69K - $9.4K
|
1.25K
$7.91K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
202New |
$1.24K - $1.52K
|
202
$1.28K
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
4+ 0.03% |
$24.6 - $30.1
|
14.1K
$89.5K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.23KNew |
$15.5K - $19K
|
2.23K
$14.1K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$84.8K - $88.4K
|
10K
$63.3K
|
|
| Q1 2021 | |||||||
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
563New |
$4.76K - $5.08K
|
563
$3.56K
|
|
| Q3 2019 | |||||||
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
550New |
$4.44K - $4.62K
|
550
$3.48K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13.6KNew |
$105K - $108K
|
13.6K
$86K
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
12KNew |
$102K - $105K
|
12K
$76K
|
|