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 | $77,706 | -7.2% | 13,283 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $83,702 | +0.5% | 13,265 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $83,325 | +2.4% | 13,247 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $81,368 | +3.0% | 13,230 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $79,000 | -3.7% | 13,215 | +18.7% | 0.00% | -33.3% |
| Q1 2022 | $82,000 | -27.4% | 11,135 | -15.8% | 0.00% | 0.0% |
| Q4 2021 | $113,000 | -0.9% | 13,226 | +0.4% | 0.00% | -25.0% |
| Q3 2021 | $114,000 | -0.9% | 13,169 | +0.4% | 0.00% | 0.0% |
| Q2 2021 | $115,000 | -6.5% | 13,112 | -8.5% | 0.00% | 0.0% |
| Q1 2021 | $123,000 | 0.0% | 14,336 | +2.9% | 0.00% | -42.9% |
| Q4 2020 | $123,000 | – | 13,931 | – | 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% |