MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 63 filers reported holding MFS CHARTER INCOME TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| 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% |