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 | $76,009 | -7.3% | 12,993 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $81,986 | +0.3% | 12,993 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $81,726 | +2.3% | 12,993 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $79,907 | +3.8% | 12,993 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $77,000 | +13.2% | 12,993 | +20.6% | 0.00% | +50.0% |
| Q2 2022 | $68,000 | -13.9% | 10,773 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $79,000 | +43.6% | 10,773 | +70.9% | 0.00% | 0.0% |
| Q2 2021 | $55,000 | – | 6,303 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonebridge Financial Planning Group, LLC | 74,493 | $458,131 | 0.30% |
| Fortitude Advisory Group L.L.C. | 47,538 | $292,362 | 0.25% |
| SIT INVESTMENT ASSOCIATES INC | 1,041,159 | $6,403 | 0.18% |
| Shaker Financial Services, LLC | 56,710 | $348,766 | 0.16% |
| Altus Wealth Group LLC | 30,990 | $190,589 | 0.14% |
| Valley Brook Capital Group, Inc. | 14,100 | $86,715 | 0.08% |
| L.M. KOHN & COMPANY | 22,215 | $136,620 | 0.06% |
| 9258 Wealth Management, LLC | 47,477 | $291,986 | 0.06% |
| CoreCap Advisors, LLC | 115,710 | $711,617 | 0.05% |
| CENTAURUS FINANCIAL, INC. | 79,737 | $490 | 0.05% |