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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $756,113 | -23.4% | 129,250 | -17.3% | 0.01% | -27.3% |
| Q2 2023 | $986,569 | +6.5% | 156,350 | +5.9% | 0.01% | -8.3% |
| Q1 2023 | $925,922 | -2.9% | 147,675 | -4.7% | 0.01% | -53.8% |
| Q4 2022 | $953,096 | +1.3% | 154,975 | -2.0% | 0.03% | +73.3% |
| Q3 2022 | $941,000 | -2.6% | 158,175 | +3.1% | 0.02% | -6.2% |
| Q2 2022 | $966,000 | -7.4% | 153,376 | +7.9% | 0.02% | -5.9% |
| Q1 2022 | $1,043,000 | +1.7% | 142,088 | +18.0% | 0.02% | +13.3% |
| Q4 2021 | $1,026,000 | – | 120,383 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 218,571 | $1,278,641 | 0.60% |
| Stonebridge Financial Planning Group, LLC | 73,864 | $432,107 | 0.28% |
| Fortitude Advisory Group L.L.C. | 56,437 | $330,154 | 0.22% |
| SIT INVESTMENT ASSOCIATES INC | 1,236,068 | $7,231 | 0.20% |
| Altus Wealth Group LLC | 30,413 | $177,914 | 0.11% |
| Valley Brook Capital Group, Inc. | 14,100 | $82,485 | 0.08% |
| L.M. KOHN & COMPANY | 24,574 | $143,757 | 0.05% |
| 9258 Wealth Management, LLC | 41,182 | $240,913 | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 27,876 | $163,075 | 0.02% |
| SignalPoint Asset Management, LLC | 11,061 | $64,708 | 0.02% |