Placemark Investments, Inc. - MFS CHARTER INCOME TR ownership

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
Placemark Investments, Inc. ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q4 2013$586,000
-7.6%
64,692
-8.7%
0.01%
-16.7%
Q3 2013$634,000
-11.3%
70,844
-8.3%
0.01%
-20.0%
Q2 2013$715,00077,2530.02%
Other shareholders
MFS CHARTER INCOME TR shareholders Q3 2023
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 218,571$1,278,6410.60%
Stonebridge Financial Planning Group, LLC 73,864$432,1070.28%
Fortitude Advisory Group L.L.C. 56,437$330,1540.22%
SIT INVESTMENT ASSOCIATES INC 1,236,068$7,2310.20%
Altus Wealth Group LLC 30,413$177,9140.11%
Valley Brook Capital Group, Inc. 14,100$82,4850.08%
L.M. KOHN & COMPANY 24,574$143,7570.05%
9258 Wealth Management, LLC 41,182$240,9130.05%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 27,876$163,0750.02%
SignalPoint Asset Management, LLC 11,061$64,7080.02%
View complete list of MFS CHARTER INCOME TR shareholders