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 | $70 | -7.9% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $76 | +1.3% | 12,000 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $75 | +1.4% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $74 | -99.9% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $71,000 | -6.6% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $76,000 | -13.6% | 12,000 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $88,000 | -13.7% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $102,000 | -1.0% | 12,000 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $103,000 | -1.9% | 12,000 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $105,000 | +2.9% | 12,000 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $102,000 | -2.9% | 12,000 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $105,000 | +9.4% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $96,000 | +1.1% | 12,000 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $95,000 | +6.7% | 12,000 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $89,000 | -11.9% | 12,000 | 0.0% | 0.01% | +22.2% |
| Q4 2019 | $101,000 | +1.0% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $100,000 | +2.0% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $98,000 | +3.2% | 12,000 | 0.0% | 0.01% | +12.5% |
| Q1 2019 | $95,000 | +8.0% | 12,000 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $88,000 | -5.4% | 12,000 | 0.0% | 0.01% | +12.5% |
| Q3 2018 | $93,000 | -2.1% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $95,000 | -2.1% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $97,000 | -4.9% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $102,000 | -1.9% | 12,000 | 0.0% | 0.01% | -11.1% |
| Q3 2017 | $104,000 | 0.0% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $104,000 | +1.0% | 12,000 | 0.0% | 0.01% | +12.5% |
| Q1 2017 | $103,000 | +1.0% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $102,000 | -1.9% | 12,000 | 0.0% | 0.01% | -11.1% |
| Q3 2016 | $104,000 | +2.0% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $102,000 | +4.1% | 12,000 | 0.0% | 0.01% | +12.5% |
| Q1 2016 | $98,000 | -99.2% | 12,000 | +11664.7% | 0.01% | -81.8% |
| Q2 2015 | $12,000,000 | +10809.1% | 102 | -99.2% | 0.04% | +388.9% |
| Q4 2014 | $110,000 | -0.9% | 12,000 | 0.0% | 0.01% | +28.6% |
| Q2 2014 | $111,000 | +0.9% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $110,000 | +2.8% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $107,000 | -3.6% | 12,000 | 0.0% | 0.01% | -12.5% |
| Q2 2013 | $111,000 | – | 12,000 | – | 0.01% | – |
Download | ||||||
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% |