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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 2675 - 2024-03-31 270,059 $1,712,000 -134,952
   UBS Group AG 3088 - 2023-12-31 230,789 $1,491,000 -24,606
   LPL FINANCIAL CORP 2934 - 2024-03-31 198,032 $1,256,000 -23,298
   STIFEL FINANCIAL CORP 2224 - 2023-12-31 133,641 $863,000 -2,196
   PEAPACK GLADSTONE FINANCIAL CORP 476 - 2024-03-31 82,716 $524,000 -2,607
   Stonebridge Financial Planning Group LLC 96 - 2023-12-31 71,391 $461,000 -2,473
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2425 - 2024-03-31 65,507 $415,000 -15,607
   Advisor Group Holdings Inc. 3189 - 2024-03-31 56,449 $358,000 -2,771
   RAYMOND JAMES & ASSOCIATES 3380 - 2024-03-31 42,667 $271,000 -6,810
   Altus Wealth Group LLC 133 - 2024-03-31 27,417 $174,000 -2,750
   ADVISORY SERVICES NETWORK, LLC 1414 - 2024-03-31 11,921 $76,000 -1,072
   COMERICA BANK 2669 - 2023-12-31 8,661 $56,000 -437
   J P MORGAN CHASE & CO 5052 - 2024-03-31 1,285 $8,000 -7,570
   US BANCORP 3558 - 2024-03-31 546 $3,000 -709
   FIFTH THIRD BANCORP 2226 - 2024-03-31 250 $2,000 -750
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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