MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 74 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $46 | -99.9% | 7,581 | 0.0% | 0.00% | – |
| Q3 2022 | $45,000 | -10.0% | 7,581 | -4.5% | 0.00% | – |
| Q2 2022 | $50,000 | -60.3% | 7,936 | -54.0% | 0.00% | -100.0% |
| Q1 2022 | $126,000 | -13.1% | 17,240 | +1.2% | 0.00% | 0.0% |
| Q4 2021 | $145,000 | +0.7% | 17,032 | +1.1% | 0.00% | 0.0% |
| Q3 2021 | $144,000 | -0.7% | 16,847 | +1.1% | 0.00% | 0.0% |
| Q2 2021 | $145,000 | +3.6% | 16,663 | +1.1% | 0.00% | 0.0% |
| Q1 2021 | $140,000 | -25.5% | 16,487 | -23.3% | 0.00% | 0.0% |
| Q4 2020 | $188,000 | +48.0% | 21,494 | +35.2% | 0.00% | 0.0% |
| Q3 2020 | $127,000 | +53.0% | 15,902 | +51.4% | 0.00% | 0.0% |
| Q2 2020 | $83,000 | +9.2% | 10,500 | +1.6% | 0.00% | 0.0% |
| Q1 2020 | $76,000 | – | 10,330 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relative Value Partners Group, LLC | 2,309,796 | $18,756,000 | 2.08% |
| Kelman-Lazarov, Inc. | 359,229 | $2,917,000 | 1.57% |
| Point View Wealth Management, Inc. | 146,546 | $1,190,000 | 0.57% |
| 1607 Capital Partners, LLC | 1,134,201 | $9,210,000 | 0.51% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 743,051 | $6,034,000 | 0.45% |
| SIT INVESTMENT ASSOCIATES INC | 1,160,449 | $9,423,000 | 0.23% |
| Benchmark Capital Advisors | 35,650 | $289,000 | 0.23% |
| Gilman Hill Asset Management, LLC | 55,200 | $448,000 | 0.20% |
| Kovitz Investment Group Partners, LLC | 433,234 | $3,518,000 | 0.17% |
| Pinnacle Wealth Planning Services, Inc. | 15,920 | $129,000 | 0.13% |