MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 63 filers reported holding MFS CHARTER INCOME TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $71 | -99.9% | 12,152 | -21.8% | 0.00% | -50.0% |
| Q4 2022 | $96,000 | -99.9% | 15,536 | -11.0% | 0.00% | 0.0% |
| Q3 2022 | $104,000,000 | +91935.4% | 17,450 | -2.7% | 0.00% | 0.0% |
| Q2 2022 | $113,000 | -13.1% | 17,937 | +1.7% | 0.00% | 0.0% |
| Q1 2022 | $130,000 | -99.9% | 17,644 | -1.8% | 0.00% | -33.3% |
| Q4 2021 | $153,000,000 | +97352.2% | 17,959 | -1.7% | 0.00% | 0.0% |
| Q3 2021 | $157,000 | -2.5% | 18,268 | -1.0% | 0.00% | 0.0% |
| Q2 2021 | $161,000 | +1.3% | 18,453 | -1.2% | 0.00% | -25.0% |
| Q1 2021 | $159,000 | -10.7% | 18,673 | -8.1% | 0.00% | -20.0% |
| Q4 2020 | $178,000 | +12.7% | 20,309 | +3.0% | 0.01% | 0.0% |
| Q3 2020 | $158,000 | -10.2% | 19,720 | -10.8% | 0.01% | -28.6% |
| Q2 2020 | $176,000 | -12.0% | 22,115 | -7.0% | 0.01% | -12.5% |
| Q4 2019 | $200,000 | +18.3% | 23,788 | +17.0% | 0.01% | 0.0% |
| Q3 2019 | $169,000 | -5.6% | 20,333 | -10.0% | 0.01% | -20.0% |
| Q1 2019 | $179,000 | – | 22,600 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 218,571 | $1,278,641 | 0.60% |
| Stonebridge Financial Planning Group, LLC | 73,864 | $432,107 | 0.28% |
| Fortitude Advisory Group L.L.C. | 56,437 | $330,154 | 0.22% |
| SIT INVESTMENT ASSOCIATES INC | 1,236,068 | $7,231 | 0.20% |
| Altus Wealth Group LLC | 30,413 | $177,914 | 0.11% |
| Valley Brook Capital Group, Inc. | 14,100 | $82,485 | 0.08% |
| L.M. KOHN & COMPANY | 24,574 | $143,757 | 0.05% |
| 9258 Wealth Management, LLC | 41,182 | $240,913 | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 27,876 | $163,075 | 0.02% |
| SignalPoint Asset Management, LLC | 11,061 | $64,708 | 0.02% |