MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 69 filers reported holding MFS CHARTER INCOME TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,853 | -1.1% | 455 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $2,885 | -1.8% | 455 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $2,939 | +10.4% | 455 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $2,662 | -7.3% | 455 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,871 | +0.3% | 455 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,862 | -19.8% | 455 | -24.2% | 0.00% | -50.0% |
| Q4 2022 | $3,570 | -10.8% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | -20.0% | 600 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $5,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | 0.0% | 600 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $5,000 | +25.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | – | 600 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relative Value Partners Group, LLC | 2,309,796 | $18,756,000 | 2.08% |
| Kelman-Lazarov, Inc. | 359,229 | $2,917,000 | 1.57% |
| Point View Wealth Management, Inc. | 146,546 | $1,190,000 | 0.57% |
| 1607 Capital Partners, LLC | 1,134,201 | $9,210,000 | 0.51% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 743,051 | $6,034,000 | 0.45% |
| SIT INVESTMENT ASSOCIATES INC | 1,160,449 | $9,423,000 | 0.23% |
| Benchmark Capital Advisors | 35,650 | $289,000 | 0.23% |
| Gilman Hill Asset Management, LLC | 55,200 | $448,000 | 0.20% |
| Kovitz Investment Group Partners, LLC | 433,234 | $3,518,000 | 0.17% |
| Pinnacle Wealth Planning Services, Inc. | 15,920 | $129,000 | 0.13% |