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 2022 | $77,000 | -9.4% | 13,041 | -2.9% | 0.00% | -75.0% |
| Q2 2022 | $85,000 | -14.1% | 13,437 | -0.8% | 0.01% | +9.1% |
| Q1 2022 | $99,000 | -14.7% | 13,539 | -0.9% | 0.01% | -8.3% |
| Q4 2021 | $116,000 | -2.5% | 13,668 | -0.5% | 0.01% | -20.0% |
| Q3 2021 | $119,000 | -1.7% | 13,739 | -0.7% | 0.02% | -11.8% |
| Q2 2021 | $121,000 | +1.7% | 13,840 | -0.8% | 0.02% | -15.0% |
| Q1 2021 | $119,000 | -4.0% | 13,958 | -1.7% | 0.02% | -23.1% |
| Q4 2020 | $124,000 | -31.1% | 14,193 | -36.9% | 0.03% | -39.5% |
| Q3 2020 | $180,000 | +2.9% | 22,500 | +2.0% | 0.04% | -4.4% |
| Q2 2020 | $175,000 | +35.7% | 22,060 | +26.0% | 0.04% | +2.3% |
| Q1 2020 | $129,000 | -7.2% | 17,501 | +5.9% | 0.04% | +22.2% |
| Q4 2019 | $139,000 | +7.8% | 16,530 | +4.3% | 0.04% | -14.3% |
| Q2 2019 | $129,000 | +5.7% | 15,853 | +1.9% | 0.04% | +5.0% |
| Q1 2019 | $122,000 | +10.9% | 15,560 | +3.6% | 0.04% | -14.9% |
| Q4 2018 | $110,000 | -4.3% | 15,015 | +1.3% | 0.05% | -13.0% |
| Q3 2018 | $115,000 | +2.7% | 14,826 | +7.3% | 0.05% | +3.8% |
| Q1 2018 | $112,000 | +2.8% | 13,812 | +7.0% | 0.05% | +4.0% |
| Q4 2017 | $109,000 | – | 12,905 | – | 0.05% | – |
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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% |