MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 64 filers reported holding MFS CHARTER INCOME TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,299 | -32.6% | 11,675 | -27.5% | 0.01% | -40.0% |
| Q1 2023 | $101,269 | -7.5% | 16,100 | -9.6% | 0.02% | +36.4% |
| Q4 2022 | $109,470 | +3.3% | 17,800 | 0.0% | 0.01% | -52.2% |
| Q3 2022 | $106,000 | -5.4% | 17,800 | 0.0% | 0.02% | +130.0% |
| Q2 2022 | $112,000 | -14.5% | 17,800 | 0.0% | 0.01% | -58.3% |
| Q1 2022 | $131,000 | -46.5% | 17,800 | -38.1% | 0.02% | -44.2% |
| Q4 2021 | $245,000 | -0.8% | 28,755 | 0.0% | 0.04% | -2.3% |
| Q3 2021 | $247,000 | -1.6% | 28,755 | 0.0% | 0.04% | -4.3% |
| Q2 2021 | $251,000 | -37.6% | 28,755 | -38.2% | 0.05% | +24.3% |
| Q1 2021 | $402,000 | +157.7% | 46,555 | +161.5% | 0.04% | +32.1% |
| Q4 2020 | $156,000 | +9.1% | 17,800 | 0.0% | 0.03% | -22.2% |
| Q3 2020 | $143,000 | +0.7% | 17,800 | 0.0% | 0.04% | +5.9% |
| Q2 2020 | $142,000 | +7.6% | 17,800 | 0.0% | 0.03% | -15.0% |
| Q1 2020 | $132,000 | – | 17,800 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonebridge Financial Planning Group, LLC | 74,493 | $458,131 | 0.30% |
| Fortitude Advisory Group L.L.C. | 47,538 | $292,362 | 0.25% |
| SIT INVESTMENT ASSOCIATES INC | 1,041,159 | $6,403 | 0.18% |
| Shaker Financial Services, LLC | 56,710 | $348,766 | 0.16% |
| Altus Wealth Group LLC | 30,990 | $190,589 | 0.14% |
| Valley Brook Capital Group, Inc. | 14,100 | $86,715 | 0.08% |
| L.M. KOHN & COMPANY | 22,215 | $136,620 | 0.06% |
| 9258 Wealth Management, LLC | 47,477 | $291,986 | 0.06% |
| CoreCap Advisors, LLC | 115,710 | $711,617 | 0.05% |
| CENTAURUS FINANCIAL, INC. | 79,737 | $490 | 0.05% |