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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $110,000 | -76.6% | 13,934 | -78.3% | 0.06% | -80.1% |
| Q4 2018 | $470,000 | -68.8% | 64,073 | -66.9% | 0.29% | -66.8% |
| Q3 2018 | $1,504,000 | -39.6% | 193,853 | -38.3% | 0.88% | -34.2% |
| Q2 2018 | $2,491,000 | -14.6% | 314,140 | -12.6% | 1.34% | -14.7% |
| Q1 2018 | $2,917,000 | -6.4% | 359,229 | -2.2% | 1.57% | -1.4% |
| Q4 2017 | $3,116,000 | -1.3% | 367,480 | +0.9% | 1.59% | -4.5% |
| Q3 2017 | $3,156,000 | +9.5% | 364,071 | +9.1% | 1.67% | +5.4% |
| Q2 2017 | $2,883,000 | +1.5% | 333,652 | +1.1% | 1.58% | -13.6% |
| Q1 2017 | $2,841,000 | -99.9% | 329,977 | +19.9% | 1.83% | +38.3% |
| Q4 2016 | $2,344,559,000 | +5.4% | 275,183 | +5.9% | 1.32% | +4.9% |
| Q3 2016 | $2,224,803,000 | +7.2% | 259,907 | +6.3% | 1.26% | +6.4% |
| Q2 2016 | $2,075,015,000 | +129023.5% | 244,407 | +23.3% | 1.18% | +26.1% |
| Q1 2016 | $1,607,000 | – | 198,150 | – | 0.94% | – |
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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% |