Gradient Investments LLC - MFS CHARTER INCOME TR ownership

MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 66 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
Gradient Investments LLC ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q2 2024$27,588
-1.1%
4,4000.0%0.00%0.0%
Q1 2024$27,896
-1.9%
4,4000.0%0.00%0.0%
Q4 2023$28,424
+10.4%
4,4000.0%0.00%0.0%
Q3 2023$25,740
-7.3%
4,4000.0%0.00%0.0%
Q2 2023$27,764
+0.3%
4,4000.0%0.00%0.0%
Q1 2023$27,676
+2.3%
4,4000.0%0.00%0.0%
Q4 2022$27,060
+4.1%
4,4000.0%0.00%0.0%
Q3 2022$26,000
-7.1%
4,4000.0%0.00%0.0%
Q2 2022$28,000
-12.5%
4,4000.0%0.00%0.0%
Q1 2022$32,000
-72.9%
4,400
-68.2%
0.00%
-66.7%
Q4 2021$118,000
-0.8%
13,8400.0%0.00%0.0%
Q3 2021$119,000
-1.7%
13,8400.0%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$35,0000.0%4,4000.0%0.00%0.0%
Q3 2020$35,0000.0%4,4000.0%0.00%
-50.0%
Q2 2020$35,000
+1650.0%
4,400
+2100.0%
0.00%
Q2 2014$2,0000.0%2000.0%0.00%
Q1 2014$2,000
-75.0%
200
-76.6%
0.00%
-100.0%
Q2 2013$8,0008540.00%
Other shareholders
MFS CHARTER INCOME TR shareholders Q3 2021
NameSharesValueWeighting ↓
Relative Value Partners Group, LLC 4,444,848$33,870,0004.15%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 502,666$3,830,0001.07%
Point View Wealth Management, Inc. 176,221$1,343,0000.97%
Shaker Financial Services, LLC 183,200$1,396,0000.97%
Saba Capital Management, L.P. 1,089,442$8,302,0000.79%
RIVERNORTH CAPITAL MANAGEMENT, LLC 1,597,805$12,175,0000.69%
DOLIVER ADVISORS, LP 86,759$661,0000.52%
1607 Capital Partners, LLC 1,039,768$7,923,0000.52%
Benchmark Capital Advisors 61,650$470,0000.40%
Starfire Investment Advisers, Inc. 139,100$1,059,942,0000.36%
View complete list of MFS CHARTER INCOME TR shareholders