North Star Investment Management Corp. - MFS CHARTER INCOME TR ownership

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 Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q4 2022$3,382
+12.7%
5500.0%0.00%
Q3 2022$3,0000.0%5500.0%0.00%
Q2 2022$3,000
-25.0%
5500.0%0.00%
Q1 2022$4,000
-20.0%
5500.0%0.00%
Q4 2021$5,0000.0%5500.0%0.00%
Q3 2021$5,0000.0%5500.0%0.00%
Q2 2021$5,0000.0%5500.0%0.00%
Q1 2021$5,0000.0%5500.0%0.00%
-100.0%
Q4 2020$5,000
+25.0%
5500.0%0.00%
Q3 2020$4,0000.0%5500.0%0.00%
-100.0%
Q2 2020$4,0000.0%5500.0%0.00%0.0%
Q1 2020$4,000
-20.0%
5500.0%0.00%0.0%
Q4 2019$5,0000.0%5500.0%0.00%0.0%
Q3 2019$5,000
+25.0%
5500.0%0.00%
Q1 2019$4,0000.0%5500.0%0.00%
-100.0%
Q4 2018$4,0000.0%5500.0%0.00%
Q3 2018$4,0000.0%5500.0%0.00%
Q2 2018$4,0000.0%5500.0%0.00%
Q1 2018$4,000
-20.0%
5500.0%0.00%
-100.0%
Q4 2017$5,0000.0%5500.0%0.00%0.0%
Q3 2017$5,0000.0%5500.0%0.00%0.0%
Q2 2017$5,0000.0%5500.0%0.00%0.0%
Q1 2017$5,0000.0%5500.0%0.00%0.0%
Q4 2016$5,0000.0%5500.0%0.00%0.0%
Q3 2016$5,0000.0%5500.0%0.00%0.0%
Q2 2016$5,000
+25.0%
5500.0%0.00%0.0%
Q1 2016$4,0000.0%5500.0%0.00%0.0%
Q4 2015$4,0000.0%5500.0%0.00%0.0%
Q3 2015$4,000
-20.0%
5500.0%0.00%0.0%
Q2 2015$5,0000.0%5500.0%0.00%0.0%
Q1 2015$5,0000.0%5500.0%0.00%0.0%
Q4 2014$5,0000.0%5500.0%0.00%0.0%
Q3 2014$5,0000.0%5500.0%0.00%0.0%
Q2 2014$5,000
-44.4%
550
-45.0%
0.00%
-50.0%
Q1 2014$9,0001,0000.00%
Other shareholders
MFS CHARTER INCOME TR shareholders Q3 2021
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 117,973$702,0000.35%
Stonebridge Financial Planning Group, LLC 74,380$443,0000.31%
Altus Wealth Group LLC 32,530$280,0000.28%
Fortitude Advisory Group L.L.C. 46,261$275,0000.26%
SIT INVESTMENT ASSOCIATES INC 1,142,144$6,796,0000.20%
9258 Wealth Management, LLC 62,283$371,0000.10%
Valley Brook Capital Group, Inc. 14,100$83,0000.09%
L.M. KOHN & COMPANY 22,106$132,0000.06%
CoreCap Advisors, LLC 115,710$6880.06%
CENTAURUS FINANCIAL, INC. 84,349$502,0000.05%
View complete list of MFS CHARTER INCOME TR shareholders