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 | $128 | -7.2% | 21,812 | 0.0% | 0.01% | -14.3% |
| Q2 2023 | $138 | -5.5% | 21,812 | -6.2% | 0.01% | 0.0% |
| Q1 2023 | $146 | -1.4% | 23,262 | -3.7% | 0.01% | -12.5% |
| Q4 2022 | $148 | -99.9% | 24,146 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $144,000 | -8.9% | 24,146 | -3.9% | 0.01% | -11.1% |
| Q2 2022 | $158,000 | -68.3% | 25,124 | -63.1% | 0.01% | -60.9% |
| Q1 2022 | $499,000 | -16.3% | 67,999 | -2.8% | 0.02% | -11.5% |
| Q4 2021 | $596,000 | +7.2% | 69,970 | +8.2% | 0.03% | 0.0% |
| Q3 2021 | $556,000 | +251.9% | 64,648 | +256.9% | 0.03% | +271.4% |
| Q2 2021 | $158,000 | +2.6% | 18,116 | +0.2% | 0.01% | -22.2% |
| Q1 2021 | $154,000 | +36.3% | 18,087 | +41.0% | 0.01% | -10.0% |
| Q4 2020 | $113,000 | 0.0% | 12,829 | -9.4% | 0.01% | -9.1% |
| Q3 2020 | $113,000 | +9.7% | 14,153 | +9.2% | 0.01% | +10.0% |
| Q2 2020 | $103,000 | +3.0% | 12,958 | -3.7% | 0.01% | -16.7% |
| Q1 2020 | $100,000 | -11.5% | 13,458 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $113,000 | +52.7% | 13,458 | +33.5% | 0.01% | +11.1% |
| Q4 2018 | $74,000 | -7.5% | 10,080 | -2.6% | 0.01% | 0.0% |
| Q3 2018 | $80,000 | -2.4% | 10,348 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $82,000 | -8.9% | 10,348 | -7.0% | 0.01% | -16.7% |
| Q1 2018 | $90,000 | -4.3% | 11,123 | 0.0% | 0.01% | +9.1% |
| Q4 2017 | $94,000 | -81.5% | 11,123 | -81.1% | 0.01% | -83.3% |
| Q3 2017 | $509,000 | -44.7% | 58,713 | -44.9% | 0.07% | -45.0% |
| Q2 2017 | $921,000 | +13.8% | 106,633 | +13.4% | 0.12% | +9.1% |
| Q1 2017 | $809,000 | +30.1% | 94,018 | +28.8% | 0.11% | +19.6% |
| Q4 2016 | $622,000 | +22.4% | 73,013 | +24.1% | 0.09% | +21.1% |
| Q3 2016 | $508,000 | +46.0% | 58,837 | +43.2% | 0.08% | +33.3% |
| Q2 2016 | $348,000 | – | 41,082 | – | 0.06% | – |
Download | ||||||
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% |