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 | $85,088 | -7.3% | 14,545 | 0.0% | 0.01% | -27.3% |
| Q2 2023 | $91,779 | +0.3% | 14,545 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $91,488 | -6.1% | 14,545 | -8.2% | 0.01% | -15.4% |
| Q4 2022 | $97,447 | +14.6% | 15,845 | +10.8% | 0.01% | 0.0% |
| Q3 2022 | $85,000 | -5.6% | 14,295 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $90,000 | – | 14,295 | – | 0.01% | – |
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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% |