Stock TransactionsMFS CHARTER INCOME TR

Total Bought
404,867
6 transactions
Total Sold
228,999
3 transactions
Net
+175,868
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
SIT INVESTMENT ASSOCIATES INC2,081,0872,451,127+370,0400.300.36+0.06buy
Allspring Global Investments Holdings, LLC1,773,4471,598,128+175,3190.020.020.00sell
GraniteShares Advisors LLC386,254411,174+24,9201.561.64+0.08buy
RIVERBRIDGE PARTNERS LLC86,39695,929+9,5330.010.01+0.00buy
Stonebridge Financial Planning Group, LLC52,93353,073+1400.150.15+0.00buy
Shaker Financial Services, LLC314,069314,201+1320.770.77-0.00buy
L.M. KOHN & COMPANY34,54134,643+1020.060.06-0.00buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.60,13736,325-23,8120.040.02-0.02sell
PEAPACK GLADSTONE FINANCIAL CORP49,34419,476-29,8680.000.00-0.00sell
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