MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 65 filers reported holding MFS CHARTER INCOME TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $432,107 | -8.4% | 73,864 | -1.2% | 0.28% | -3.5% |
| Q2 2023 | $471,586 | +0.5% | 74,736 | +0.2% | 0.29% | -5.3% |
| Q1 2023 | $469,306 | +2.4% | 74,612 | +0.2% | 0.30% | -0.7% |
| Q4 2022 | $458,131 | +3.4% | 74,493 | +0.2% | 0.30% | -1.6% |
| Q3 2022 | $443,000 | -9.6% | 74,380 | -4.4% | 0.31% | -6.9% |
| Q2 2022 | $490,000 | -14.0% | 77,775 | +0.1% | 0.33% | +4.4% |
| Q1 2022 | $570,000 | -9.7% | 77,696 | -2.4% | 0.32% | -3.6% |
| Q4 2021 | $631,000 | -11.9% | 79,611 | -3.8% | 0.33% | -5.4% |
| Q3 2021 | $716,000 | -3.6% | 82,791 | -1.5% | 0.35% | -11.2% |
| Q2 2021 | $743,000 | -2.0% | 84,073 | -5.4% | 0.39% | -11.1% |
| Q1 2021 | $758,000 | -4.8% | 88,916 | -2.0% | 0.44% | -12.1% |
| Q4 2020 | $796,000 | +6.8% | 90,755 | +0.2% | 0.50% | -6.0% |
| Q3 2020 | $745,000 | +1.9% | 90,594 | +0.2% | 0.54% | -13.8% |
| Q2 2020 | $731,000 | +6.9% | 90,437 | +0.2% | 0.62% | -8.8% |
| Q1 2020 | $684,000 | -12.8% | 90,285 | -3.0% | 0.68% | -3.8% |
| Q4 2019 | $784,000 | – | 93,123 | – | 0.71% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 117,973 | $702,000 | 0.35% |
| Stonebridge Financial Planning Group, LLC | 74,380 | $443,000 | 0.31% |
| Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
| Fortitude Advisory Group L.L.C. | 46,261 | $275,000 | 0.26% |
| SIT INVESTMENT ASSOCIATES INC | 1,142,144 | $6,796,000 | 0.20% |
| 9258 Wealth Management, LLC | 62,283 | $371,000 | 0.10% |
| Valley Brook Capital Group, Inc. | 14,100 | $83,000 | 0.09% |
| L.M. KOHN & COMPANY | 22,106 | $132,000 | 0.06% |
| CoreCap Advisors, LLC | 115,710 | $688 | 0.06% |
| CENTAURUS FINANCIAL, INC. | 84,349 | $502,000 | 0.05% |