MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 61 filers reported holding MFS CHARTER INCOME TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $207,564 | +15.5% | 32,999 | +12.9% | 0.00% | +100.0% |
| Q4 2022 | $179,765 | -19.0% | 29,230 | -21.6% | 0.00% | -66.7% |
| Q3 2022 | $222,000 | -14.9% | 37,300 | -10.1% | 0.00% | 0.0% |
| Q2 2022 | $261,000 | -22.6% | 41,495 | -9.6% | 0.00% | -25.0% |
| Q1 2022 | $337,000 | +155.3% | 45,900 | +218.3% | 0.00% | -55.6% |
| Q4 2014 | $132,000 | -15.9% | 14,420 | -18.4% | 0.01% | -18.2% |
| Q3 2014 | $157,000 | -38.7% | 17,670 | -36.8% | 0.01% | -35.3% |
| Q2 2014 | $256,000 | -2.3% | 27,940 | -3.4% | 0.02% | -10.5% |
| Q1 2014 | $262,000 | -0.4% | 28,917 | -0.9% | 0.02% | -5.0% |
| Q4 2013 | $263,000 | – | 29,191 | – | 0.02% | – |
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% |