Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in MFS Charter Income Trust eröffnet haben, gehören Global Retirement Partners, LLC, Evolve Private Wealth, Llc, und IFG Advisory, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
