MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 58 filers reported holding MFS CHARTER INCOME TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,000 | -13.2% | 34,707 | -6.4% | 0.00% | – |
| Q2 2023 | $234,000 | -4.1% | 37,069 | -4.6% | 0.00% | – |
| Q1 2023 | $244,000 | 0.0% | 38,853 | -2.1% | 0.00% | – |
| Q4 2022 | $244,000 | +7.0% | 39,681 | +3.6% | 0.00% | – |
| Q3 2022 | $228,000 | -0.4% | 38,303 | +5.5% | 0.00% | – |
| Q2 2022 | $229,000 | +6.5% | 36,305 | +23.8% | 0.00% | – |
| Q1 2022 | $215,000 | -12.2% | 29,318 | +2.1% | 0.00% | – |
| Q4 2021 | $245,000 | +22.5% | 28,708 | +23.7% | 0.00% | – |
| Q3 2021 | $200,000 | -1.5% | 23,201 | 0.0% | 0.00% | – |
| Q2 2021 | $203,000 | -9.0% | 23,201 | -11.2% | 0.00% | – |
| Q1 2021 | $223,000 | -7.1% | 26,129 | -4.5% | 0.00% | – |
| Q4 2020 | $240,000 | +24.4% | 27,350 | +13.4% | 0.00% | – |
| Q3 2020 | $193,000 | +9.7% | 24,118 | +9.0% | 0.00% | – |
| Q2 2020 | $176,000 | +14.3% | 22,136 | +5.8% | 0.00% | – |
| Q1 2020 | $154,000 | -10.5% | 20,913 | +2.6% | 0.00% | – |
| Q4 2019 | $172,000 | +1.2% | 20,377 | -0.3% | 0.00% | – |
| Q3 2019 | $170,000 | +60.4% | 20,436 | +57.6% | 0.00% | – |
| Q2 2019 | $106,000 | -20.3% | 12,966 | -22.5% | 0.00% | – |
| Q1 2019 | $133,000 | +20.9% | 16,733 | +11.8% | 0.00% | – |
| Q4 2018 | $110,000 | +22.2% | 14,965 | +28.9% | 0.00% | – |
| Q3 2018 | $90,000 | +73.1% | 11,614 | +78.1% | 0.00% | – |
| Q2 2018 | $52,000 | -11.9% | 6,521 | -10.9% | 0.00% | – |
| Q1 2018 | $59,000 | +7.3% | 7,321 | +12.3% | 0.00% | – |
| Q4 2017 | $55,000 | +37.5% | 6,521 | +41.1% | 0.00% | – |
| Q3 2017 | $40,000 | -28.6% | 4,621 | -28.3% | 0.00% | – |
| Q2 2017 | $56,000 | -22.2% | 6,445 | -23.2% | 0.00% | – |
| Q1 2017 | $72,000 | -59.8% | 8,397 | -60.0% | 0.00% | – |
| Q4 2016 | $179,000 | -42.4% | 20,974 | -41.8% | 0.00% | – |
| Q3 2016 | $311,000 | +48.8% | 36,049 | +46.2% | 0.00% | – |
| Q2 2016 | $209,000 | -4.1% | 24,658 | -7.9% | 0.00% | – |
| Q1 2016 | $218,000 | +20.4% | 26,784 | +13.0% | 0.00% | – |
| Q4 2015 | $181,000 | -1.1% | 23,712 | +0.5% | 0.00% | – |
| Q3 2015 | $183,000 | -9.4% | 23,587 | -1.7% | 0.00% | – |
| Q2 2015 | $202,000 | +8.0% | 24,002 | +12.9% | 0.00% | – |
| Q1 2015 | $187,000 | -10.1% | 21,268 | -5.8% | 0.00% | – |
| Q4 2014 | $208,000 | +30.0% | 22,589 | +25.0% | 0.00% | – |
| Q3 2014 | $160,000 | -61.0% | 18,069 | -59.3% | 0.00% | – |
| Q2 2014 | $410,000 | +99.0% | 44,384 | +96.9% | 0.00% | – |
| Q1 2014 | $206,000 | +2.5% | 22,547 | +1.7% | 0.00% | – |
| Q4 2013 | $201,000 | -2.4% | 22,170 | -3.5% | 0.00% | – |
| Q3 2013 | $206,000 | -75.8% | 22,978 | -75.1% | 0.00% | -100.0% |
| Q2 2013 | $852,000 | – | 92,138 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 117,973 | $702,000 | 0.35% |
| Stonebridge Financial Planning Group, LLC | 74,380 | $443,000 | 0.31% |
| Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
| Fortitude Advisory Group L.L.C. | 46,261 | $275,000 | 0.26% |
| SIT INVESTMENT ASSOCIATES INC | 1,142,144 | $6,796,000 | 0.20% |
| 9258 Wealth Management, LLC | 62,283 | $371,000 | 0.10% |
| Valley Brook Capital Group, Inc. | 14,100 | $83,000 | 0.09% |
| L.M. KOHN & COMPANY | 22,106 | $132,000 | 0.06% |
| CoreCap Advisors, LLC | 115,710 | $688 | 0.06% |
| CENTAURUS FINANCIAL, INC. | 84,349 | $502,000 | 0.05% |