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 | $1,494,061 | -9.9% | 255,395 | -2.9% | 0.00% | 0.0% |
| Q2 2023 | $1,659,038 | -4.7% | 262,922 | -5.0% | 0.00% | 0.0% |
| Q1 2023 | $1,739,966 | -4.4% | 276,624 | -6.5% | 0.00% | 0.0% |
| Q4 2022 | $1,819,915 | +2.9% | 295,921 | -0.4% | 0.00% | 0.0% |
| Q3 2022 | $1,768,000 | +131.1% | 297,219 | +144.8% | 0.00% | – |
| Q2 2022 | $765,000 | -65.3% | 121,401 | -59.6% | 0.00% | -100.0% |
| Q1 2022 | $2,205,000 | -11.0% | 300,407 | +3.3% | 0.00% | 0.0% |
| Q4 2021 | $2,478,000 | -0.7% | 290,743 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $2,496,000 | +4.5% | 290,233 | +6.2% | 0.00% | 0.0% |
| Q2 2021 | $2,388,000 | +8.6% | 273,175 | +6.1% | 0.00% | 0.0% |
| Q1 2021 | $2,199,000 | +5.6% | 257,453 | +8.5% | 0.00% | 0.0% |
| Q4 2020 | $2,082,000 | +16.0% | 237,393 | +6.0% | 0.00% | 0.0% |
| Q3 2020 | $1,795,000 | +9.3% | 224,010 | +8.5% | 0.00% | 0.0% |
| Q2 2020 | $1,642,000 | +14.1% | 206,554 | +6.2% | 0.00% | 0.0% |
| Q1 2020 | $1,439,000 | -5.7% | 194,456 | +7.3% | 0.00% | 0.0% |
| Q4 2019 | $1,526,000 | +5.4% | 181,235 | +4.0% | 0.00% | 0.0% |
| Q3 2019 | $1,448,000 | +22.6% | 174,202 | +20.2% | 0.00% | – |
| Q2 2019 | $1,181,000 | +0.3% | 144,944 | -2.7% | 0.00% | – |
| Q1 2019 | $1,177,000 | +33.1% | 148,931 | +23.5% | 0.00% | – |
| Q4 2018 | $884,000 | +3.9% | 120,620 | +10.0% | 0.00% | – |
| Q3 2018 | $851,000 | +2.8% | 109,655 | +5.0% | 0.00% | – |
| Q2 2018 | $828,000 | +0.6% | 104,477 | +3.1% | 0.00% | – |
| Q1 2018 | $823,000 | -11.2% | 101,320 | -7.3% | 0.00% | – |
| Q4 2017 | $927,000 | +7.2% | 109,349 | +9.6% | 0.00% | – |
| Q3 2017 | $865,000 | -8.5% | 99,811 | -8.8% | 0.00% | – |
| Q2 2017 | $945,000 | -16.2% | 109,385 | -16.5% | 0.00% | -100.0% |
| Q1 2017 | $1,128,000 | +2.9% | 130,955 | +1.8% | 0.00% | 0.0% |
| Q4 2016 | $1,096,000 | +2.3% | 128,584 | +3.7% | 0.00% | 0.0% |
| Q3 2016 | $1,071,000 | +12.1% | 124,007 | +10.0% | 0.00% | 0.0% |
| Q2 2016 | $955,000 | -12.5% | 112,699 | -16.0% | 0.00% | 0.0% |
| Q1 2016 | $1,091,000 | -89.3% | 134,158 | -90.0% | 0.00% | -85.7% |
| Q4 2015 | $10,227,000 | -27.0% | 1,342,213 | -25.7% | 0.01% | -30.0% |
| Q3 2015 | $14,007,000 | -21.2% | 1,807,301 | -13.9% | 0.01% | -16.7% |
| Q2 2015 | $17,772,000 | +0.7% | 2,098,189 | +4.6% | 0.01% | 0.0% |
| Q1 2015 | $17,655,000 | +19.6% | 2,006,219 | +24.9% | 0.01% | +20.0% |
| Q4 2014 | $14,767,000 | – | 1,606,804 | – | 0.01% | – |
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% |