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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $869,000 | +66.5% | 118,556 | +76.2% | 0.02% | +69.2% |
| Q3 2018 | $522,000 | -20.7% | 67,280 | -18.9% | 0.01% | -18.8% |
| Q2 2018 | $658,000 | +532.7% | 82,938 | +590.3% | 0.02% | +433.3% |
| Q3 2017 | $104,000 | -75.4% | 12,015 | -75.4% | 0.00% | -75.0% |
| Q2 2017 | $422,000 | +46.0% | 48,812 | +46.0% | 0.01% | -25.0% |
| Q3 2016 | $289,000 | +186.1% | 33,431 | +180.3% | 0.02% | +220.0% |
| Q2 2016 | $101,000 | – | 11,926 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonebridge Financial Planning Group, LLC | 74,493 | $458,131 | 0.30% |
| Fortitude Advisory Group L.L.C. | 47,538 | $292,362 | 0.25% |
| SIT INVESTMENT ASSOCIATES INC | 1,041,159 | $6,403 | 0.18% |
| Shaker Financial Services, LLC | 56,710 | $348,766 | 0.16% |
| Altus Wealth Group LLC | 30,990 | $190,589 | 0.14% |
| Valley Brook Capital Group, Inc. | 14,100 | $86,715 | 0.08% |
| L.M. KOHN & COMPANY | 22,215 | $136,620 | 0.06% |
| 9258 Wealth Management, LLC | 47,477 | $291,986 | 0.06% |
| CoreCap Advisors, LLC | 115,710 | $711,617 | 0.05% |
| CENTAURUS FINANCIAL, INC. | 79,737 | $490 | 0.05% |