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Get Institutions for : 
MFS Charter Income Trust (MCR)  
$6.26 0.04 (0.63%) as of 4:30 Fri 5/10


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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  : 
0.23 (3.81%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Allspring Global Investments Holdings LLC 852 - 2024-03-31 1,161,557 $7,364,000 0
   Fortitude Advisory Group L.L.C. 111 - 2024-03-31 56,448 $358,000 0
   CoreCap Advisors LLC 426 - 2023-12-31 51,185 $331,000 0
   ROYAL BANK OF CANADA 4368 - 2023-12-31 34,707 $224,000 0
   WEDBUSH MORGAN SECURITIES INC 1011 - 2023-12-31 21,812 $141,000 0
   Bard Financial Services Inc. 212 - 2024-03-31 21,500 $136,000 0
   Concurrent Investment Advisors LLC 838 - 2024-03-31 18,486 $117,000 0
   Arkadios Wealth Advisors 673 - 2024-03-31 14,545 $92,000 0
   PHILADELPHIA TRUST CO 217 - 2023-12-31 12,000 $78,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 737 - 2024-03-31 11,675 $74,000 0
   Integrated Wealth Concepts LLC 1533 - 2023-12-31 10,000 $65,000 0
   GRADIENT INVESTMENTS LLC 484 - 2024-03-31 4,400 $28,000 0
   HANSON MCCLAIN, INC. 1789 - 2024-03-31 3,000 $19,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 869 - 2024-03-31 2,225 $14,000 0
   BARTLETT & CO. LLC 922 - 2023-12-31 2,225 $14,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1213 - 2024-03-31 1,046 $7,000 0
   Piscataqua Savings Bank 320 - 2024-03-31 563 $4,000 0
   ARMSTRONG ADVISORY GROUP INC 675 - 2024-03-31 500 $3,000 0
   Key Financial Inc 1044 - 2024-03-31 455 $3,000 0
   PNC FINANCIAL SERVICES GROUP INC 4014 - 2024-03-31 474 $3,000 0
   GPS Wealth Strategies Group LLC 1134 - 2024-03-31 250 $2,000 0
   HHM Wealth Advisors LLC 693 - 2023-12-31 202 $1,000 0
   PROEQUITIES INC. 6994 - 2024-03-31 0 $0 0
  23 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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