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 2021 | $4,000 | -73.3% | 437 | -75.5% | 0.00% | – |
| Q1 2021 | $15,000 | +650.0% | 1,786 | +679.9% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 229 | +2.2% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 224 | +2.3% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 219 | -40.2% | 0.00% | – |
| Q3 2018 | $3,000 | +50.0% | 366 | +74.3% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 210 | +1.0% | 0.00% | – |
| Q1 2018 | $2,000 | – | 208 | – | 0.00% | – |
Download | ||||||
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% |