Atlas Private Wealth Advisors - MFS CHARTER INCOME TR ownership

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
Atlas Private Wealth Advisors ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q3 2023$70,200
-7.3%
12,0000.0%0.01%
-13.3%
Q2 2023$75,720
+45.6%
12,000
+100.0%
0.02%
-44.4%
Q3 2021$52,0000.0%6,0000.0%0.03%
-3.6%
Q2 2021$52,000
+2.0%
6,0000.0%0.03%0.0%
Q1 2021$51,000
-3.8%
6,0000.0%0.03%
-22.2%
Q4 2020$53,000
+10.4%
6,0000.0%0.04%
-10.0%
Q3 2020$48,0000.0%6,0000.0%0.04%
-7.0%
Q2 2020$48,0006,0000.04%
Other shareholders
MFS CHARTER INCOME TR shareholders Q4 2021
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