MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 58 filers reported holding MFS CHARTER INCOME TR in Q1 2023. 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 ↓ |
---|---|---|---|
Stonebridge Financial Planning Group, LLC | 82,791 | $716,000 | 0.35% |
Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
SIT INVESTMENT ASSOCIATES INC | 805,279 | $6,925,000 | 0.18% |
9258 Wealth Management, LLC | 69,747 | $600,000 | 0.16% |
CENTAURUS FINANCIAL, INC. | 214,411 | $1,844,000 | 0.16% |
Valley Brook Capital Group, Inc. | 17,700 | $152,000 | 0.15% |
Shaker Financial Services, LLC | 30,648 | $264,000 | 0.11% |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 115,579 | $994,000 | 0.07% |
Waterfront Wealth Inc. | 14,131 | $122,000 | 0.06% |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 28,755 | $247,000 | 0.04% |