Latest Institutional Sells of Mfs Charter Income Trust (MCR)
This list provides information on the latest institutional transactions involving Mfs Charter Income Trust (MCR) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-139K- 1.71% |
$855K - $912K
|
7.99M
$51.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-134K- 29.94% |
$827K - $882K
|
314K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-65.1K- 51.97% |
$401K - $428K
|
60.1K
$385K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-65K- 84.78% |
$401K - $427K
|
11.7K
$74.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.3K- 15.08% |
$107K - $114K
|
97.5K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-16.4K- 24.97% |
$101K - $108K
|
49.3K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.72K- 23.41% |
$53.7K - $57.3K
|
28.5K
$183K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.1K- 7.17% |
$49.9K - $53.2K
|
105K
$672K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.63K- 36.1% |
$40.8K - $43.6K
|
11.7K
$75.1K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.6K- 5.3% |
$40.7K - $43.4K
|
118K
$755K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-3.67K- 9.61% |
$22.6K - $24.1K
|
34.5K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.08K- 2.04% |
$19K - $20.3K
|
148K
$949K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.6K- 18.19% |
$16K - $17.1K
|
11.7K
$74.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.07K- 7.99% |
$12.8K - $13.6K
|
23.9K
$153K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.92K- 30.28% |
$11.8K - $12.6K
|
4.41K
$28.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.77K- 2.62% |
$10.9K - $11.6K
|
65.6K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.6K- 3.4% |
$9.86K - $10.5K
|
45.5K
$291K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-905- 7.59% |
$5.57K - $5.95K
|
11K
$70.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-589- 4.06% |
$3.63K - $3.87K
|
13.9K
$89K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2- 0.02% |
$12.3 - $13.1
|
8.62K
$55.1K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-843- 2.3% |
$5.29K - $5.54K
|
35.9K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-306- 0.72% |
$1.92K - $2.01K
|
42K
$269K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-227- 49.89% |
$1.43K - $1.49K
|
228
$1.46K
|
|
| Q2 2024 | |||||||
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.1K- 21.28% |
$18.7K - $19.6K
|
11.5K
$73.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.79K- 10.19% |
$16.9K - $17.7K
|
24.6K
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.21K- 4.88% |
$7.32K - $7.68K
|
23.6K
$151K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.07K- 8.25% |
$6.68K - $6.97K
|
11.9K
$76.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-750- 75.0% |
$4.67K - $4.88K
|
250
$1.6K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-709- 56.49% |
$4.42K - $4.61K
|
546
$3.49K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-735- 5.51% |
$4.16K - $4.83K
|
12.6K
$80.6K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-21.1K- 62.98% |
$123K - $133K
|
12.4K
$79.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.56K- 9.18% |
$9.13K - $9.87K
|
15.4K
$98.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.5K- 13.04% |
$8.78K - $9.48K
|
10K
$64K
|
|
| Q1 2023 | |||||||
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-88Closed |
$541 - $604
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.36K- 29.79% |
$25.4K - $30K
|
10.3K
$65.7K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-21.3K- 23.95% |
$126K - $148K
|
67.6K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-396- 2.95% |
$2.34K - $2.76K
|
13K
$83.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-355- 4.47% |
$2.1K - $2.47K
|
7.58K
$48.5K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.3KClosed |
$14.1K - $17.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.83K- 79.44% |
$11.3K - $13.8K
|
474
$3.03K
|
|
| Q1 2022 | |||||||
|
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
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-9.44K- 68.21% |
$65.7K - $80.5K
|
4.4K
$28.2K
|
|
|
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 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-733Closed |
$5.1K - $6.25K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-140Closed |
$974 - $1.19K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-10.9KClosed |
$90.9K - $95K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.67KClosed |
$22.3K - $23.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-592Closed |
$4.94K - $5.16K
|
0
$0
|
|