MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 62 filers reported holding MFS CHARTER INCOME TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $432,138 | -1.1% | 68,922 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $436,963 | +0.9% | 68,922 | +2.8% | 0.00% | 0.0% |
| Q4 2023 | $432,959 | +14.7% | 67,022 | +3.9% | 0.00% | 0.0% |
| Q3 2023 | $377,451 | -7.3% | 64,522 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $407,131 | +0.3% | 64,522 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $405,841 | -2.8% | 64,522 | -4.9% | 0.00% | 0.0% |
| Q4 2022 | $417,410 | +2.3% | 67,872 | -1.1% | 0.00% | 0.0% |
| Q3 2022 | $408,000 | -9.5% | 68,638 | -4.2% | 0.00% | 0.0% |
| Q2 2022 | $451,000 | -16.0% | 71,657 | -2.1% | 0.00% | 0.0% |
| Q1 2022 | $537,000 | -13.2% | 73,159 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $619,000 | -2.2% | 72,704 | -1.3% | 0.00% | 0.0% |
| Q3 2021 | $633,000 | -2.3% | 73,638 | -0.6% | 0.00% | 0.0% |
| Q2 2021 | $648,000 | +2.4% | 74,110 | +0.0% | 0.00% | 0.0% |
| Q1 2021 | $633,000 | -3.5% | 74,097 | -0.9% | 0.00% | -50.0% |
| Q4 2020 | $656,000 | +6.8% | 74,773 | -2.5% | 0.00% | 0.0% |
| Q3 2020 | $614,000 | +26.6% | 76,673 | +25.6% | 0.00% | 0.0% |
| Q2 2020 | $485,000 | +27.3% | 61,024 | +18.5% | 0.00% | 0.0% |
| Q1 2020 | $381,000 | -27.6% | 51,506 | -17.6% | 0.00% | 0.0% |
| Q4 2019 | $526,000 | +11.2% | 62,474 | +9.8% | 0.00% | 0.0% |
| Q3 2019 | $473,000 | +9.7% | 56,900 | +7.6% | 0.00% | 0.0% |
| Q2 2019 | $431,000 | -2.5% | 52,883 | -5.4% | 0.00% | 0.0% |
| Q1 2019 | $442,000 | +101.8% | 55,911 | +87.3% | 0.00% | +100.0% |
| Q4 2018 | $219,000 | +55.3% | 29,846 | +63.7% | 0.00% | 0.0% |
| Q3 2018 | $141,000 | -0.7% | 18,231 | +1.8% | 0.00% | 0.0% |
| Q2 2018 | $142,000 | +42.0% | 17,905 | +45.4% | 0.00% | 0.0% |
| Q1 2018 | $100,000 | – | 12,314 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relative Value Partners Group, LLC | 2,309,796 | $18,756,000 | 2.08% |
| Kelman-Lazarov, Inc. | 359,229 | $2,917,000 | 1.57% |
| Point View Wealth Management, Inc. | 146,546 | $1,190,000 | 0.57% |
| 1607 Capital Partners, LLC | 1,134,201 | $9,210,000 | 0.51% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 743,051 | $6,034,000 | 0.45% |
| SIT INVESTMENT ASSOCIATES INC | 1,160,449 | $9,423,000 | 0.23% |
| Benchmark Capital Advisors | 35,650 | $289,000 | 0.23% |
| Gilman Hill Asset Management, LLC | 55,200 | $448,000 | 0.20% |
| Kovitz Investment Group Partners, LLC | 433,234 | $3,518,000 | 0.17% |
| Pinnacle Wealth Planning Services, Inc. | 15,920 | $129,000 | 0.13% |