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 2021 | $18,000 | -5.3% | 2,152 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $19,000 | -98.2% | 2,152 | -98.2% | 0.00% | -98.1% |
| Q2 2021 | $1,058,000 | +8.0% | 121,042 | +5.5% | 0.05% | +1.9% |
| Q1 2021 | $980,000 | +2.0% | 114,745 | +4.8% | 0.05% | -7.0% |
| Q4 2020 | $961,000 | +7.3% | 109,521 | -2.0% | 0.06% | -5.0% |
| Q3 2020 | $896,000 | +4.2% | 111,801 | +3.4% | 0.06% | -3.2% |
| Q2 2020 | $860,000 | -4.9% | 108,135 | -11.5% | 0.06% | -19.5% |
| Q1 2020 | $904,000 | -18.0% | 122,168 | -6.6% | 0.08% | -1.3% |
| Q4 2019 | $1,102,000 | -2.2% | 130,860 | -3.5% | 0.08% | -11.4% |
| Q3 2019 | $1,127,000 | +0.7% | 135,593 | -1.3% | 0.09% | -6.4% |
| Q2 2019 | $1,119,000 | +2.1% | 137,357 | -1.0% | 0.09% | -5.1% |
| Q1 2019 | $1,096,000 | +75.6% | 138,762 | +62.9% | 0.10% | +52.3% |
| Q4 2018 | $624,000 | -42.0% | 85,165 | -38.5% | 0.06% | -35.6% |
| Q3 2018 | $1,075,000 | +0.9% | 138,562 | +3.2% | 0.10% | -3.8% |
| Q2 2018 | $1,065,000 | +5.3% | 134,245 | +7.8% | 0.10% | +1.9% |
| Q1 2018 | $1,011,000 | +15.0% | 124,487 | +20.1% | 0.10% | +12.0% |
| Q4 2017 | $879,000 | – | 103,611 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 218,571 | $1,278,641 | 0.60% |
| Stonebridge Financial Planning Group, LLC | 73,864 | $432,107 | 0.28% |
| Fortitude Advisory Group L.L.C. | 56,437 | $330,154 | 0.22% |
| SIT INVESTMENT ASSOCIATES INC | 1,236,068 | $7,231 | 0.20% |
| Altus Wealth Group LLC | 30,413 | $177,914 | 0.11% |
| Valley Brook Capital Group, Inc. | 14,100 | $82,485 | 0.08% |
| L.M. KOHN & COMPANY | 24,574 | $143,757 | 0.05% |
| 9258 Wealth Management, LLC | 41,182 | $240,913 | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 27,876 | $163,075 | 0.02% |
| SignalPoint Asset Management, LLC | 11,061 | $64,708 | 0.02% |