MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 73 filers reported holding MFS CHARTER INCOME TR in Q4 2022. 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 ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 117,973 | $702,000 | 0.35% |
| Stonebridge Financial Planning Group, LLC | 74,380 | $443,000 | 0.31% |
| Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
| Fortitude Advisory Group L.L.C. | 46,261 | $275,000 | 0.26% |
| SIT INVESTMENT ASSOCIATES INC | 1,142,144 | $6,796,000 | 0.20% |
| 9258 Wealth Management, LLC | 62,283 | $371,000 | 0.10% |
| Valley Brook Capital Group, Inc. | 14,100 | $83,000 | 0.09% |
| L.M. KOHN & COMPANY | 22,106 | $132,000 | 0.06% |
| CoreCap Advisors, LLC | 115,710 | $688 | 0.06% |
| CENTAURUS FINANCIAL, INC. | 84,349 | $502,000 | 0.05% |