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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |