MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 65 filers reported holding MFS CHARTER INCOME TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |