Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i MFS Charter Income Trust inkluderar Global Retirement Partners, LLC, Evolve Private Wealth, Llc, och IFG Advisory, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 51 149 | 0,50 | 310 | −3,13 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 1 362 242 | 6,84 | 8 255 | 3,26 | ||||
| 2026-05-15 | 13F | Rivernorth Capital Management, Llc | 309 031 | 1 873 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3 402 | 21 | ||||||
| 2026-04-21 | 13F | Decision Investments, Inc | 36 853 | 0,82 | 223 | −2,62 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 13 000 | 79 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 96 650 | 9,02 | 586 | 5,41 | ||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 88 880 | 64,72 | 539 | 59,17 | ||||
| 2026-05-12 | 13F | Creative Planning | 16 046 | 97 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 128 467 | 26,72 | 779 | 22,52 | ||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 533 655 | 33,13 | 3 234 | 28,65 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 85 892 | 30,53 | 520 | 26,21 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 11 329 | 0,10 | 68 | −2,86 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 381 610 | 2,93 | 2 313 | −0,52 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 3 500 | 21 | ||||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 4 097 943 | 2,63 | 25 | −4,00 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 207 236 | 7,19 | 1 256 | 3,55 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 17 773 | 108 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 21 366 | 4,63 | 134 | 1,53 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 12 382 | 75 | ||||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 2 289 | 8,53 | 14 | 0,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2 107 | 13 | ||||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 25 644 | 60,09 | 155 | 55,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 20 695 | 130 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 148 | 7 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 46 809 | 28,92 | 284 | 24,67 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 117 463 | 12,09 | 712 | 8,22 |
