MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 65 filers reported holding MFS CHARTER INCOME TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $517 | -7.3% | 88,382 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $558 | -0.2% | 88,382 | -0.5% | 0.01% | -9.1% |
| Q1 2023 | $559 | +2.4% | 88,797 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $546 | -99.9% | 88,797 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $528,000 | -10.4% | 88,797 | -5.0% | 0.01% | -15.4% |
| Q2 2022 | $589,000 | -14.1% | 93,512 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $686,000 | -13.9% | 93,512 | 0.0% | 0.01% | -13.3% |
| Q4 2021 | $797,000 | -3.0% | 93,512 | -2.1% | 0.02% | -11.8% |
| Q3 2021 | $822,000 | -1.6% | 95,537 | 0.0% | 0.02% | -15.0% |
| Q2 2021 | $835,000 | +2.3% | 95,537 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $816,000 | – | 95,537 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonebridge Financial Planning Group, LLC | 82,791 | $716,000 | 0.35% |
| Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
| SIT INVESTMENT ASSOCIATES INC | 805,279 | $6,925,000 | 0.18% |
| 9258 Wealth Management, LLC | 69,747 | $600,000 | 0.16% |
| CENTAURUS FINANCIAL, INC. | 214,411 | $1,844,000 | 0.16% |
| Valley Brook Capital Group, Inc. | 17,700 | $152,000 | 0.15% |
| Shaker Financial Services, LLC | 30,648 | $264,000 | 0.11% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 115,579 | $994,000 | 0.07% |
| Waterfront Wealth Inc. | 14,131 | $122,000 | 0.06% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 28,755 | $247,000 | 0.04% |