MFS CHARTER INCOME TR
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 2,816,381 | 3,435,877 | +619,496 | 0.38 | 0.45 | +0.07 | buy |
| Allspring Global Investments Holdings, LLC | 1,598,128 | 1,275,051 | +323,077 | 0.02 | 0.01 | 0.00 | sell |
| GraniteShares Advisors LLC | 438,586 | 480,950 | +42,364 | 1.71 | 1.79 | +0.07 | buy |
| Shaker Financial Services, LLC | 341,354 | 376,312 | +34,958 | 0.79 | 0.83 | +0.04 | buy |
| ASHTON THOMAS SECURITIES, LLC | 53,650 | 68,650 | +15,000 | 0.08 | 0.06 | -0.03 | buy |
| RIVERBRIDGE PARTNERS LLC | 99,515 | 101,795 | +2,280 | 0.01 | 0.01 | +0.00 | buy |
| READYSTATE ASSET MANAGEMENT LP | 19,578 | 20,824 | +1,246 | 0.01 | 0.01 | +0.00 | buy |
| Stonebridge Financial Planning Group, LLC | 53,216 | 50,797 | -2,419 | 0.14 | 0.12 | -0.02 | sell |
| Ethos Financial Group, LLC | 24,598 | 21,950 | -2,648 | 0.01 | 0.01 | -0.00 | sell |