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 | $25,740 | -7.3% | 4,400 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $27,764 | +0.3% | 4,400 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $27,676 | +2.3% | 4,400 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $27,060 | +4.1% | 4,400 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | -7.1% | 4,400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | -12.5% | 4,400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $32,000 | -72.9% | 4,400 | -68.2% | 0.00% | -66.7% |
| Q4 2021 | $118,000 | -0.8% | 13,840 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $119,000 | -1.7% | 13,840 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $121,000 | -1.6% | 13,840 | -3.9% | 0.00% | 0.0% |
| Q1 2021 | $123,000 | +251.4% | 14,400 | +227.3% | 0.00% | +300.0% |
| Q4 2020 | $35,000 | 0.0% | 4,400 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $35,000 | 0.0% | 4,400 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $35,000 | +1650.0% | 4,400 | +2100.0% | 0.00% | – |
| Q2 2014 | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2014 | $2,000 | -75.0% | 200 | -76.6% | 0.00% | -100.0% |
| Q2 2013 | $8,000 | – | 854 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonebridge Financial Planning Group, LLC | 74,493 | $458,131 | 0.30% |
| Fortitude Advisory Group L.L.C. | 47,538 | $292,362 | 0.25% |
| SIT INVESTMENT ASSOCIATES INC | 1,041,159 | $6,403 | 0.18% |
| Shaker Financial Services, LLC | 56,710 | $348,766 | 0.16% |
| Altus Wealth Group LLC | 30,990 | $190,589 | 0.14% |
| Valley Brook Capital Group, Inc. | 14,100 | $86,715 | 0.08% |
| L.M. KOHN & COMPANY | 22,215 | $136,620 | 0.06% |
| 9258 Wealth Management, LLC | 47,477 | $291,986 | 0.06% |
| CoreCap Advisors, LLC | 115,710 | $711,617 | 0.05% |
| CENTAURUS FINANCIAL, INC. | 79,737 | $490 | 0.05% |