Arkadios Wealth Advisors - MFS CHARTER INCOME TR ownership

MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 1 filers reported holding MFS CHARTER INCOME TR in Q4 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 Q4 2023
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 138,335$1,280,0000.94%
Relative Value Partners, LLC 521,692$4,826,0000.76%
Benchmark Capital Advisors 64,300$595,0000.46%
DOLIVER ADVISORS, LP 37,602$348,0000.20%
MEEDER ASSET MANAGEMENT INC 105,310$974,0000.19%
OTA Financial Group L.P. 44,890$415,0000.19%
M&R CAPITAL MANAGEMENT INC 64,200$593,0000.17%
SIT INVESTMENT ASSOCIATES INC 685,700$6,343,0000.13%
Gilman Hill Asset Management, LLC 17,575$163,0000.12%
RIVERNORTH CAPITAL MANAGEMENT, LLC 113,075$1,046,0000.12%
View complete list of MFS CHARTER INCOME TR shareholders