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 | $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 | 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% |