MFS CHARTER INCOME TRUST (MCR) [Rocket]

Ownership

MFS CHARTER INCOME TRUST (MCR)

Portfolio as of:

Name	Shares	Change	Value	% Port	% OS	Hist	Date
MORGAN STANLEY	8,030,995	120,946	50,675,580,000	0.00		Hist	06/30/2023
Allspring Global Investments Holdings, LLC	703,623	259,461	4,439,861,000	0.01		Hist	06/30/2023
Invesco Ltd.	497,298	81,727	3,137,950,000	0.00		Hist	06/30/2023
WELLS FARGO & COMPANY/MN	365,881	-45,576	2,308,712,000	0.00		Hist	06/30/2023
LPL Financial LLC	281,686	2,082	1,771,808,000	0.00		Hist	03/31/2023
UBS Group AG	262,922	-13,702	1,659,038,000	0.00		Hist	06/30/2023
BANK OF AMERICA CORP /DE/	235,558	8,149	1,486,372,000	0.00		Hist	06/30/2023
NewEdge Advisors, LLC	156,350	8,675	986,569,000	0.01		Hist	06/30/2023
HighTower Advisors, LLC	151,211	21,485	953,000,000	0.00		Hist	06/30/2023
STIFEL FINANCIAL CORP	121,471	2,371	766,477,000	0.00		Hist	06/30/2023
Kestra Advisory Services, LLC	95,711	1,985	603,936,000	0.01		Hist	06/30/2023
Stonebridge Financial Planning Group, LLC	74,736	243	471,586,000	0.29		Hist	06/30/2023
Raymond James Financial Services Advisors, Inc.	67,872	-3,785	417,410,000	0.00		Hist	12/31/2022
ADVISOR GROUP HOLDINGS, INC.	54,796	1,519	345,753,000			Hist	06/30/2023
RAYMOND JAMES & ASSOCIATES	52,642	-57,426	323,751,000	0.00		Hist	12/31/2022
WOLVERINE ASSET MANAGEMENT LLC	45,767	32,726	288,789,000	0.00		Hist	06/30/2023
9258 Wealth Management, LLC	41,057	-2,253	259,073,000	0.05		Hist	06/30/2023
ROYAL BANK OF CANADA	37,069	-2,612	234,000,000	0.00		Hist	06/30/2023
Cetera Advisor Networks LLC	32,999	3,769	207,564,000	0.00		Hist	03/31/2023
Altus Wealth Group LLC	30,990	0	195,547,000	0.12		Hist	06/30/2023
L.M. KOHN & COMPANY	22,450	121	141,659,000	0.05		Hist	06/30/2023
Bard Financial Services, Inc.	21,500	0	135,665,000	0.01		Hist	06/30/2023
Shaker Financial Services, LLC	20,736	-35,974	130,430,000	0.06		Hist	03/31/2023
Ellis Investment Partners, LLC	19,095	-6,887	120,487,000	0.03		Hist	06/30/2023
Dynamic Advisor Solutions LLC	17,010	-10,504	107,336,000	0.01		Hist	06/30/2023
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	16,720	16,720	105,503,000	0.01		Hist	06/30/2023
B. Riley Wealth Advisors, Inc.	13,265	35	83,702,000	0.00		Hist	06/30/2023
Advisory Services Network, LLC	12,993	0	81,986,000	0.00		Hist	06/30/2023
Mariner, LLC	12,363	-1,057	78,011,000	0.00		Hist	06/30/2023
Atlas Private Wealth Advisors	12,000	12,000	75,720,000	0.02		Hist	06/30/2023
Integrated Wealth Concepts LLC	11,500	0	72,565,000	0.00		Hist	06/30/2023
SignalPoint Asset Management, LLC	10,899	447	68,771,000	0.02		Hist	06/30/2023
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	11,675	-6,125	68,299,000			Hist	09/30/2023
Warren Averett Asset Management, LLC	11,020	0	67,773,000	0.00		Hist	12/31/2022
Gradient Investments LLC	4,400	0	27,764,000	0.00		Hist	06/30/2023
<< Prev Next >>