SVB WEALTH LLC - MFS CHARTER INCOME TR ownership

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
SVB WEALTH LLC ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q1 2021$154,000
-25.2%
18,050
-23.1%
0.00%
-33.3%
Q4 2020$206,000
+8.4%
23,475
-1.1%
0.00%0.0%
Q3 2020$190,00023,7250.00%
Other shareholders
MFS CHARTER INCOME TR shareholders Q3 2023
NameSharesValueWeighting ↓
Stonebridge Financial Planning Group, LLC 74,493$458,1310.30%
Fortitude Advisory Group L.L.C. 47,538$292,3620.25%
SIT INVESTMENT ASSOCIATES INC 1,041,159$6,4030.18%
Shaker Financial Services, LLC 56,710$348,7660.16%
Altus Wealth Group LLC 30,990$190,5890.14%
Valley Brook Capital Group, Inc. 14,100$86,7150.08%
L.M. KOHN & COMPANY 22,215$136,6200.06%
9258 Wealth Management, LLC 47,477$291,9860.06%
CoreCap Advisors, LLC 115,710$711,6170.05%
CENTAURUS FINANCIAL, INC. 79,737$4900.05%
View complete list of MFS CHARTER INCOME TR shareholders