Purchases and Sales Made in Q3 2025 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q3 2025. The information is specifically focused on institutions that hold shares of MFS CHARTER INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
619K+ 22.0% |
$3.89M - $4.05M
|
3.44M
$21.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74KNew |
$465K - $484K
|
74K
$468K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
57.7K+ 15.03% |
$362K - $377K
|
441K
$2.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.9K+ 34.39% |
$301K - $314K
|
187K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
42.4K+ 9.66% |
$266K - $277K
|
481K
$3.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35.7KNew |
$225K - $234K
|
35.7K
$226K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
35K+ 10.24% |
$220K - $229K
|
376K
$2.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
32.4K+ 36.11% |
$203K - $212K
|
122K
$773K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.8K+ 7.7% |
$162K - $169K
|
361K
$2.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19K+ 19.03% |
$119K - $124K
|
119K
$753K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.5KNew |
$116K - $121K
|
18.5K
$117K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.2KNew |
$115K - $119K
|
18.2K
$116K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
15K+ 27.96% |
$94.2K - $98.1K
|
68.7K
$435K
|
|
|
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
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.78K+ 4.97% |
$48.9K - $50.9K
|
164K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.09K+ 1.37% |
$44.5K - $46.4K
|
525K
$3.32M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.95K+ 3.5% |
$24.8K - $25.8K
|
117K
$738K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.8KNew |
$17.6K - $18.3K
|
2.8K
$17.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
2.28K+ 2.29% |
$14.3K - $14.9K
|
102K
$644K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.73K+ 2.44% |
$10.9K - $11.3K
|
72.8K
$461K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.25K+ 6.36% |
$7.82K - $8.15K
|
20.8K
$132K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.15KNew |
$7.21K - $7.51K
|
1.15K
$7.27K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
882New |
$5.54K - $5.77K
|
882
$5.58K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
412+ 4.78% |
$2.59K - $2.69K
|
9.03K
$57.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42+ 0.35% |
$264 - $275
|
11.9K
$75.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 0.27% |
$188 - $196
|
11.3K
$71.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-161- 0.59% |
$1.01K - $1.05K
|
27.3K
$173K
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-854- 0.77% |
$5.36K - $5.59K
|
110K
$693K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1K- 77.82% |
$6.28K - $6.54K
|
285
$1.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.42K- 4.55% |
$15.2K - $15.8K
|
50.8K
$322K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.65K- 10.77% |
$16.6K - $17.3K
|
22K
$139K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.11K- 2.81% |
$19.6K - $20.4K
|
108K
$681K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.54K- 2.57% |
$22.3K - $23.2K
|
134K
$850K
|
|
|
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
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12.7K- 38.28% |
$79.5K - $82.8K
|
20.4K
$129K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.7K- 10.57% |
$105K - $109K
|
141K
$893K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.7K- 0.54% |
$275K - $286K
|
8.06M
$51M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-323K- 20.22% |
$2.03M - $2.11M
|
1.28M
$8.07M
|
|