Founders Capital Management - MFS CHARTER INCOME TR ownership

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
Founders Capital Management ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q1 2018$38,000
-20.8%
4,650
-18.6%
0.03%
-20.0%
Q4 2017$48,000
-4.0%
5,7150.0%0.04%
-2.4%
Q3 2017$50,000
+6.4%
5,715
+4.6%
0.04%
-2.4%
Q2 2017$47,0000.0%5,4650.0%0.04%0.0%
Q1 2017$47,0005,4650.04%
Other shareholders
MFS CHARTER INCOME TR shareholders Q3 2023
NameSharesValueWeighting ↓
Stonebridge Financial Planning Group, LLC 82,791$716,0000.35%
Altus Wealth Group LLC 32,530$280,0000.28%
SIT INVESTMENT ASSOCIATES INC 805,279$6,925,0000.18%
9258 Wealth Management, LLC 69,747$600,0000.16%
CENTAURUS FINANCIAL, INC. 214,411$1,844,0000.16%
Valley Brook Capital Group, Inc. 17,700$152,0000.15%
Shaker Financial Services, LLC 30,648$264,0000.11%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 115,579$994,0000.07%
Waterfront Wealth Inc. 14,131$122,0000.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 28,755$247,0000.04%
View complete list of MFS CHARTER INCOME TR shareholders