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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,500 | -19.4% | 10,000 | -13.0% | 0.00% | 0.0% |
| Q2 2023 | $72,565 | +100684.7% | 11,500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $72 | +1.4% | 11,500 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $71 | -99.9% | 11,500 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $68,000 | -5.6% | 11,500 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $72,000 | -14.3% | 11,500 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $84,000 | -14.3% | 11,500 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $98,000 | -1.0% | 11,500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $99,000 | – | 11,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relative Value Partners Group, LLC | 967,220 | $8,038,000 | 0.81% |
| 9258 Wealth Management, LLC | 117,553 | $977,000 | 0.76% |
| 1607 Capital Partners, LLC | 1,567,959 | $13,030,000 | 0.71% |
| Shaker Financial Services, LLC | 161,802 | $1,345,000 | 0.69% |
| Thomas J. Herzfeld Advisors, Inc. | 163,787 | $1,361,000 | 0.50% |
| Point View Wealth Management, Inc. | 113,648 | $944,000 | 0.43% |
| SIT INVESTMENT ASSOCIATES INC | 1,507,463 | $12,527,000 | 0.38% |
| CENTAURUS FINANCIAL, INC. | 116,380 | $967,000 | 0.15% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 135,593 | $1,127,000 | 0.09% |
| Gilman Hill Asset Management, LLC | 29,075 | $242,000 | 0.08% |