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 Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $516,191 | +49.3% | 88,239 | +61.0% | 0.00% | 0.0% |
Q2 2023 | $345,753 | +5.1% | 54,796 | +4.8% | 0.00% | 0.0% |
Q1 2023 | $328,911 | +0.3% | 52,292 | -1.8% | 0.00% | 0.0% |
Q4 2022 | $327,855 | +17.5% | 53,277 | +13.8% | 0.00% | 0.0% |
Q3 2022 | $279,000 | +6.5% | 46,827 | +12.9% | 0.00% | 0.0% |
Q2 2022 | $262,000 | -39.5% | 41,479 | -29.6% | 0.00% | 0.0% |
Q1 2022 | $433,000 | -12.5% | 58,943 | +1.4% | 0.00% | 0.0% |
Q4 2021 | $495,000 | +1.9% | 58,143 | +2.8% | 0.00% | 0.0% |
Q3 2021 | $486,000 | -3.0% | 56,536 | -1.3% | 0.00% | 0.0% |
Q2 2021 | $501,000 | -8.6% | 57,294 | -10.8% | 0.00% | 0.0% |
Q1 2021 | $548,000 | -0.4% | 64,221 | +2.6% | 0.00% | 0.0% |
Q4 2020 | $550,000 | +13.2% | 62,565 | +3.1% | 0.00% | 0.0% |
Q3 2020 | $486,000 | -20.6% | 60,708 | -20.9% | 0.00% | -50.0% |
Q2 2020 | $612,000 | +11.7% | 76,766 | +3.4% | 0.00% | 0.0% |
Q1 2020 | $548,000 | – | 74,255 | – | 0.00% | – |
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% |