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 58 filers reported holding MFS CHARTER INCOME TR in Q1 2023. 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 Q1 2023
NameSharesValueWeighting ↓
Stonebridge Financial Planning Group, LLC 74,493$458,1310.30%
Fortitude Advisory Group L.L.C. 47,538$292,3620.25%
SIT INVESTMENT ASSOCIATES INC 1,041,159$6,4030.18%
Shaker Financial Services, LLC 56,710$348,7660.16%
Altus Wealth Group LLC 30,990$190,5890.14%
Valley Brook Capital Group, Inc. 14,100$86,7150.08%
L.M. KOHN & COMPANY 22,215$136,6200.06%
9258 Wealth Management, LLC 47,477$291,9860.06%
CoreCap Advisors, LLC 115,710$711,6170.05%
CENTAURUS FINANCIAL, INC. 79,737$4900.05%
View complete list of MFS CHARTER INCOME TR shareholders