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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $14 | +7.7% | 2,225 | 0.0% | 0.00% | – |
| Q3 2023 | $13 | -7.1% | 2,225 | 0.0% | 0.00% | – |
| Q2 2023 | $14 | 0.0% | 2,225 | 0.0% | 0.00% | – |
| Q1 2023 | $14 | 0.0% | 2,225 | 0.0% | 0.00% | – |
| Q4 2022 | $14 | -99.9% | 2,225 | 0.0% | 0.00% | – |
| Q3 2022 | $13,000 | -7.1% | 2,225 | 0.0% | 0.00% | – |
| Q2 2022 | $14,000 | -12.5% | 2,225 | 0.0% | 0.00% | – |
| Q1 2022 | $16,000 | -15.8% | 2,225 | 0.0% | 0.00% | – |
| Q3 2021 | $19,000 | 0.0% | 2,225 | 0.0% | 0.00% | – |
| Q2 2021 | $19,000 | -20.8% | 2,225 | -20.5% | 0.00% | – |
| Q1 2021 | $24,000 | -4.0% | 2,800 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $25,000 | +13.6% | 2,800 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | 0.0% | 2,800 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $22,000 | +4.8% | 2,800 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | +320.0% | 2,800 | +387.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q1 2019 | $5,000 | +25.0% | 575 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | -20.0% | 575 | 0.0% | 0.00% | – |
| Q2 2018 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q1 2018 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q4 2017 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q3 2017 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q2 2017 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q1 2017 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q4 2016 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q3 2016 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q2 2016 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q1 2016 | $5,000 | +25.0% | 575 | 0.0% | 0.00% | – |
| Q4 2015 | $4,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q3 2015 | $4,000 | -20.0% | 575 | 0.0% | 0.00% | – |
| Q2 2015 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q1 2015 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q4 2014 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q3 2014 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q2 2014 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q1 2014 | $5,000 | 0.0% | 575 | 0.0% | 0.00% | – |
| Q4 2013 | $5,000 | -80.0% | 575 | -79.1% | 0.00% | -100.0% |
| Q3 2013 | $25,000 | 0.0% | 2,750 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $25,000 | – | 2,750 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relative Value Partners Group, LLC | 967,220 | $8,038,000 | 0.81% |
| 9258 Wealth Management, LLC | 117,553 | $977,000 | 0.76% |
| 1607 Capital Partners, LLC | 1,567,959 | $13,030,000 | 0.71% |
| Shaker Financial Services, LLC | 161,802 | $1,345,000 | 0.69% |
| Thomas J. Herzfeld Advisors, Inc. | 163,787 | $1,361,000 | 0.50% |
| Point View Wealth Management, Inc. | 113,648 | $944,000 | 0.43% |
| SIT INVESTMENT ASSOCIATES INC | 1,507,463 | $12,527,000 | 0.38% |
| CENTAURUS FINANCIAL, INC. | 116,380 | $967,000 | 0.15% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 135,593 | $1,127,000 | 0.09% |
| Gilman Hill Asset Management, LLC | 29,075 | $242,000 | 0.08% |