MCR / MFS Charter Income Trust - Institutionellt ägande - Säljare

MFS Charter Income Trust
US ˙ NYSE ˙ US5527271093

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2025-08-15 13F Kestra Advisory Services, LLC 110 744 −0,04 704 1,44
2025-07-17 13F Melfa Wealth Management, Llc 10 750 −46,91 68 −46,03
2025-08-18 13F Geneos Wealth Management Inc. 5 006 −6,83 32 −6,06
2025-08-07 13F Readystate Asset Management Lp 19 578 −1,81 125 −0,80
2025-08-14 13F Wells Fargo & Company/mn 157 747 −2,37 1 003 −0,99
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-08-14 13F Stifel Financial Corp 156 714 −8,71 997 −7,43
2025-08-11 13F Anderson Financial Strategies, LLC 0 −100,00 0
2025-08-12 13F LPL Financial LLC 137 853 −7,13 877 −5,81
2025-08-27 NP RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 494 −19,41 3 0,00
2025-07-25 13F Concurrent Investment Advisors, LLC 33 086 −22,40 210 −21,35
2025-08-27 NP RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P 293 −37,66 2 −50,00
2025-08-06 13F Wedbush Securities Inc 10 809 −7,54 0
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-08-14 13F Peapack Gladstone Financial Corp 13 583 −30,26 0
2025-05-15 13F Citadel Advisors Llc 0 −100,00 0
2025-08-11 13F WPG Advisers, LLC 2 124 −17,77 14 −18,75
2025-08-14 13F Mariner, LLC 11 856 −12,31 75 −10,71
2025-08-14 13F GWM Advisors LLC 112 595 −1,95 716 −0,56
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-07-28 NP PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 519 903 −9,70 3 270 −11,38
2025-08-14 13F Warren Averett Asset Management, LLC 36 973 −1,94 235 −0,42
2025-08-12 13F Pathstone Holdings, LLC 383 638 −9,94 2 440 −8,96
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 99 933 −7,99 1
2025-05-06 13F Cetera Investment Advisers 0 −100,00 0
2025-08-14 13F Raymond James Financial Inc 110 361 −3,40 702 −2,09
2025-08-14 13F Royal Bank Of Canada 27 444 −6,53 175 −4,89
2025-08-14 13F UBS Group AG 89 721 −3,69 571 −2,40
2025-05-08 13F Plante Moran Financial Advisors, LLC 0 −100,00 0
2025-04-15 13F Laurel Wealth Advisors LLC 0 −100,00 0
2025-05-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-12 13F Landscape Capital Management, L.l.c. 14 907 −58,96 95 −58,59
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