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Get Institutions for : 
MFS Charter Income Trust (MCR)  
$6.28 0.02 (0.32%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    6
Total shares held : 
 13,941,878  
% of shares held : 
 25.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 326,890  
% of shares held change : 
   0.6%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $5.83  
Last Quarter's Ending Price : 
 $6.46  
Last Quarter's Average Price : 
 $6.03  
Change from last quarter's     
avg. price to the last closing  : 
0.25 (4.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 1,500
 0.01%
 
Increased Positions :
17
 576,779
 4.14%
 
Unchanged Positions :
24
 232,857
 1.67%
 
Decreased Positions :
15
-159,927
-1.15%
 
Closed Positions :
7
-91,462
-0.66%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1680 - 2023-12-31 8,030,703 $51,878,000 211,822
   SIT INVESTMENT ASSOCIATES INC 145 - 2023-12-31 1,344,670 $8,687,000 108,602
   INVESCO LTD 2355 - 2023-12-31 503,415 $3,252,000 12,299
   SHAKER FINANCIAL SERVICES, LLC 47 - 2023-12-31 304,925 $1,970,000 86,354
   BANK OF AMERICA CORP /DE/ 3692 - 2023-12-31 241,645 $1,561,000 208
   COMMONWEALTH EQUITY SERVICES LLC. 2191 - 2024-03-31 164,456 $1,043,000 7,576
   Goss Wealth Management LLC 954 - 2023-12-31 143,860 $922,000 14,610
   HIGHTOWER ADVISORS, LLC 1864 - 2024-03-31 134,645 $855,000 3,346
   Kestra Advisory Services LLC 1387 - 2023-12-31 96,438 $623,000 362
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 457 - 2024-03-31 70,000 $444,000 1,999
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2589 - 2024-03-31 68,922 $437,000 1,900
   9258 Wealth Management LLC 300 - 2024-03-31 36,571 $232,000 152
   L.M. KOHN & COMPANY 254 - 2024-03-31 29,823 $189,000 2,626
   Valley Brook Capital Group 117 - 2024-03-31 22,350 $142,000 8,250
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4793 - 2024-03-31 17,921 $114,000 5,520
   NATIONAL ASSET MANAGEMENT, INC. 1327 - 2023-12-31 13,301 $86,000 18
   MARINER WEALTH ADVISORS, LLC 2870 - 2023-12-31 13,312 $86,000 1,336
   SIGNALPOINT ASSET MANAGEMENT, LLC 244 - 2024-03-31 11,124 $71,000 36
  18 Records found
  1    
  Page 1 of 1
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