MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 73 filers reported holding MFS CHARTER INCOME TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,550 | -7.3% | 3,000 | 0.0% | 0.00% | – |
| Q2 2023 | $18,930 | +0.3% | 3,000 | 0.0% | 0.00% | – |
| Q1 2023 | $18,870 | +2.3% | 3,000 | 0.0% | 0.00% | – |
| Q4 2022 | $18,450 | +2.5% | 3,000 | 0.0% | 0.00% | – |
| Q3 2022 | $18,000 | -5.3% | 3,000 | 0.0% | 0.00% | – |
| Q2 2022 | $19,000 | -13.6% | 3,000 | 0.0% | 0.00% | – |
| Q1 2022 | $22,000 | -15.4% | 3,000 | 0.0% | 0.00% | – |
| Q4 2021 | $26,000 | 0.0% | 3,000 | 0.0% | 0.00% | – |
| Q3 2021 | $26,000 | 0.0% | 3,000 | 0.0% | 0.00% | – |
| Q2 2021 | $26,000 | 0.0% | 3,000 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $26,000 | +18.2% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | – | 3,000 | – | 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% |