MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 68 filers reported holding MFS CHARTER INCOME TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,467 | -7.3% | 11,020 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $69,536 | +0.3% | 11,020 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $69,316 | +2.3% | 11,020 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $67,773 | +2.7% | 11,020 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $66,000 | -4.3% | 11,020 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $69,000 | -14.8% | 11,020 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $81,000 | -3.6% | 11,020 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $84,000 | -11.6% | 11,020 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $95,000 | -1.0% | 11,020 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $96,000 | -2.0% | 11,020 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $98,000 | -1.0% | 11,020 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $99,000 | +10.0% | 11,020 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $90,000 | -5.3% | 11,020 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $95,000 | +15.9% | 11,020 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $82,000 | -12.8% | 11,020 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $94,000 | +2.2% | 11,020 | 0.0% | 0.01% | -7.7% |
| Q3 2019 | $92,000 | +2.2% | 11,020 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $90,000 | +3.4% | 11,020 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $87,000 | +7.4% | 11,020 | 0.0% | 0.01% | -7.1% |
| Q4 2018 | $81,000 | -5.8% | 11,020 | 0.0% | 0.01% | +7.7% |
| Q3 2018 | $86,000 | -1.1% | 11,020 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $87,000 | +234.6% | 11,020 | +234.8% | 0.01% | -22.2% |
| Q3 2015 | $26,000 | -50.9% | 3,292 | -47.7% | 0.02% | -45.5% |
| Q2 2015 | $53,000 | – | 6,292 | – | 0.03% | – |
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% |