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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $79,000 | -20.2% | 10,717 | -8.6% | 0.00% | 0.0% |
| Q4 2019 | $99,000 | +17.9% | 11,719 | +15.8% | 0.00% | 0.0% |
| Q3 2019 | $84,000 | -18.4% | 10,124 | -19.8% | 0.00% | 0.0% |
| Q2 2019 | $103,000 | +17.0% | 12,626 | +13.6% | 0.00% | 0.0% |
| Q1 2019 | $88,000 | -8.3% | 11,115 | -15.2% | 0.00% | 0.0% |
| Q4 2018 | $96,000 | -8.6% | 13,115 | -3.4% | 0.00% | 0.0% |
| Q3 2018 | $105,000 | – | 13,580 | – | 0.00% | – |
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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% |