Arkadios Wealth Advisors - MFS CHARTER INCOME TR ownership

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
Arkadios Wealth Advisors ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q3 2023$85,088
-7.3%
14,5450.0%0.01%
-27.3%
Q2 2023$91,779
+0.3%
14,5450.0%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%
14,2950.0%0.01%0.0%
Q2 2022$90,00014,2950.01%
Other shareholders
MFS CHARTER INCOME TR shareholders Q1 2023
NameSharesValueWeighting ↓
Relative Value Partners Group, LLC 967,220$8,038,0000.81%
9258 Wealth Management, LLC 117,553$977,0000.76%
1607 Capital Partners, LLC 1,567,959$13,030,0000.71%
Shaker Financial Services, LLC 161,802$1,345,0000.69%
Thomas J. Herzfeld Advisors, Inc. 163,787$1,361,0000.50%
Point View Wealth Management, Inc. 113,648$944,0000.43%
SIT INVESTMENT ASSOCIATES INC 1,507,463$12,527,0000.38%
CENTAURUS FINANCIAL, INC. 116,380$967,0000.15%
BENJAMIN F. EDWARDS & COMPANY, INC. 135,593$1,127,0000.09%
Gilman Hill Asset Management, LLC 29,075$242,0000.08%
View complete list of MFS CHARTER INCOME TR shareholders