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 2018 | $162,000 | -100.0% | 20,900 | -67.7% | 0.04% | -86.8% |
| Q1 2017 | $561,168,000 | -4.3% | 64,800 | -5.8% | 0.30% | -9.9% |
| Q4 2016 | $586,176,000 | -50.3% | 68,800 | -49.6% | 0.34% | -4.0% |
| Q3 2016 | $1,180,224,000 | +2.0% | 136,600 | 0.0% | 0.35% | -12.3% |
| Q2 2016 | $1,157,002,000 | +4.2% | 136,600 | 0.0% | 0.40% | +9.0% |
| Q1 2016 | $1,110,558,000 | +4.8% | 136,600 | -1.8% | 0.36% | +0.3% |
| Q4 2015 | $1,059,942,000 | +96.6% | 139,100 | +100.0% | 0.36% | -7.6% |
| Q3 2015 | $539,012,000 | -17.9% | 69,550 | -10.3% | 0.39% | -9.4% |
| Q2 2015 | $656,848,000 | -51.9% | 77,550 | -50.0% | 0.44% | -2.7% |
| Q1 2015 | $1,364,880,000 | – | 155,100 | – | 0.45% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonebridge Financial Planning Group, LLC | 82,791 | $716,000 | 0.35% |
| Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
| SIT INVESTMENT ASSOCIATES INC | 805,279 | $6,925,000 | 0.18% |
| 9258 Wealth Management, LLC | 69,747 | $600,000 | 0.16% |
| CENTAURUS FINANCIAL, INC. | 214,411 | $1,844,000 | 0.16% |
| Valley Brook Capital Group, Inc. | 17,700 | $152,000 | 0.15% |
| Shaker Financial Services, LLC | 30,648 | $264,000 | 0.11% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 115,579 | $994,000 | 0.07% |
| Waterfront Wealth Inc. | 14,131 | $122,000 | 0.06% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 28,755 | $247,000 | 0.04% |