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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,661,412 | -12.5% | 284,002 | -5.6% | 0.00% | 0.0% |
| Q2 2023 | $1,898,365 | +7.1% | 300,850 | +6.8% | 0.00% | 0.0% |
| Q1 2023 | $1,771,808 | +3.0% | 281,686 | +0.7% | 0.00% | 0.0% |
| Q4 2022 | $1,719,563 | +11.4% | 279,604 | +7.8% | 0.00% | 0.0% |
| Q3 2022 | $1,543,000 | -5.0% | 259,408 | +0.6% | 0.00% | -50.0% |
| Q2 2022 | $1,625,000 | -4.9% | 257,988 | +10.8% | 0.00% | +100.0% |
| Q1 2022 | $1,709,000 | -4.5% | 232,784 | +10.8% | 0.00% | -50.0% |
| Q4 2021 | $1,789,000 | +0.4% | 210,016 | +1.4% | 0.00% | 0.0% |
| Q3 2021 | $1,781,000 | +10.6% | 207,080 | +12.4% | 0.00% | 0.0% |
| Q2 2021 | $1,610,000 | +7.3% | 184,243 | +4.9% | 0.00% | 0.0% |
| Q1 2021 | $1,500,000 | +5.6% | 175,657 | +8.4% | 0.00% | 0.0% |
| Q4 2020 | $1,421,000 | +19.9% | 161,988 | +9.5% | 0.00% | 0.0% |
| Q3 2020 | $1,185,000 | +1.0% | 147,883 | +0.2% | 0.00% | 0.0% |
| Q2 2020 | $1,173,000 | +7.2% | 147,608 | -0.2% | 0.00% | 0.0% |
| Q1 2020 | $1,094,000 | -0.5% | 147,859 | +13.3% | 0.00% | 0.0% |
| Q4 2019 | $1,099,000 | +10.5% | 130,538 | +9.0% | 0.00% | 0.0% |
| Q3 2019 | $995,000 | +7.6% | 119,788 | +5.6% | 0.00% | 0.0% |
| Q2 2019 | $925,000 | +51.4% | 113,488 | +46.7% | 0.00% | +100.0% |
| Q1 2019 | $611,000 | +28.4% | 77,372 | +19.2% | 0.00% | 0.0% |
| Q4 2018 | $476,000 | +7.0% | 64,897 | +13.1% | 0.00% | 0.0% |
| Q3 2018 | $445,000 | +86.2% | 57,377 | +90.5% | 0.00% | 0.0% |
| Q2 2018 | $239,000 | +60.4% | 30,112 | +64.1% | 0.00% | – |
| Q1 2018 | $149,000 | -65.1% | 18,347 | -62.8% | 0.00% | -100.0% |
| Q1 2017 | $427,000 | +3.9% | 49,334 | +2.9% | 0.00% | 0.0% |
| Q4 2016 | $411,000 | +9.0% | 47,926 | +8.7% | 0.00% | -25.0% |
| Q3 2016 | $377,000 | +17.8% | 44,070 | +16.8% | 0.00% | +33.3% |
| Q2 2016 | $320,000 | -51.6% | 37,742 | -53.4% | 0.00% | +50.0% |
| Q1 2016 | $661,000 | -17.3% | 80,953 | -22.1% | 0.00% | 0.0% |
| Q4 2015 | $799,000 | +91.6% | 103,876 | +93.4% | 0.00% | 0.0% |
| Q3 2015 | $417,000 | -9.9% | 53,697 | -0.6% | 0.00% | 0.0% |
| Q2 2015 | $463,000 | -1.9% | 54,037 | +0.8% | 0.00% | 0.0% |
| Q1 2015 | $472,000 | +13.2% | 53,597 | +18.3% | 0.00% | 0.0% |
| Q4 2014 | $417,000 | -8.4% | 45,324 | -12.1% | 0.00% | -33.3% |
| Q3 2014 | $455,000 | -15.4% | 51,566 | -11.5% | 0.00% | 0.0% |
| Q2 2014 | $538,000 | 0.0% | 58,262 | -1.1% | 0.00% | 0.0% |
| Q1 2014 | $538,000 | -4.3% | 58,914 | -5.1% | 0.00% | -25.0% |
| Q4 2013 | $562,000 | -23.6% | 62,057 | -25.2% | 0.00% | -20.0% |
| Q3 2013 | $736,000 | -6.6% | 82,920 | -2.6% | 0.01% | -16.7% |
| Q2 2013 | $788,000 | – | 85,143 | – | 0.01% | – |
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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% |