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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $81,370 | +4.3% | 12,596 | -5.5% | 0.02% | -5.0% |
Q3 2023 | $77,987 | -35.3% | 13,331 | -30.2% | 0.02% | -33.3% |
Q2 2023 | $120,487 | -29.6% | 19,095 | -29.9% | 0.03% | -31.8% |
Q1 2023 | $171,229 | +7.2% | 27,222 | +4.8% | 0.04% | 0.0% |
Q4 2022 | $159,791 | +3894.8% | 25,982 | +3248.2% | 0.04% | +4300.0% |
Q3 2022 | $4,000 | 0.0% | 776 | +2.2% | 0.00% | 0.0% |
Q2 2022 | $4,000 | -20.0% | 759 | +2.3% | 0.00% | 0.0% |
Q1 2022 | $5,000 | -16.7% | 742 | +2.2% | 0.00% | 0.0% |
Q4 2021 | $6,000 | 0.0% | 726 | +2.0% | 0.00% | -50.0% |
Q3 2021 | $6,000 | 0.0% | 712 | +2.0% | 0.00% | 0.0% |
Q2 2021 | $6,000 | 0.0% | 698 | +1.9% | 0.00% | 0.0% |
Q1 2021 | $6,000 | 0.0% | 685 | +2.1% | 0.00% | 0.0% |
Q4 2020 | $6,000 | -33.3% | 671 | -45.2% | 0.00% | -33.3% |
Q3 2020 | $9,000 | -35.7% | 1,225 | -30.3% | 0.00% | -40.0% |
Q2 2020 | $14,000 | +16.7% | 1,757 | +2.1% | 0.01% | -16.7% |
Q1 2020 | $12,000 | -14.3% | 1,721 | +2.0% | 0.01% | +20.0% |
Q4 2019 | $14,000 | -17.6% | 1,687 | -18.7% | 0.01% | -16.7% |
Q3 2019 | $17,000 | -15.0% | 2,075 | -18.6% | 0.01% | -14.3% |
Q2 2019 | $20,000 | – | 2,548 | – | 0.01% | – |
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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% |