MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 63 filers reported holding MFS CHARTER INCOME TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,200 | -7.3% | 12,000 | 0.0% | 0.01% | -13.3% |
| Q2 2023 | $75,720 | +45.6% | 12,000 | +100.0% | 0.02% | -44.4% |
| Q3 2021 | $52,000 | 0.0% | 6,000 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $52,000 | +2.0% | 6,000 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $51,000 | -3.8% | 6,000 | 0.0% | 0.03% | -22.2% |
| Q4 2020 | $53,000 | +10.4% | 6,000 | 0.0% | 0.04% | -10.0% |
| Q3 2020 | $48,000 | 0.0% | 6,000 | 0.0% | 0.04% | -7.0% |
| Q2 2020 | $48,000 | – | 6,000 | – | 0.04% | – |
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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% |