Kestra Advisory Services, LLC - 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 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q3 2023$562,045
-6.9%
96,076
+0.4%
0.01%0.0%
Q2 2023$603,936
+7.2%
95,711
+6.9%
0.01%0.0%
Q1 2023$563,357
-2.3%
89,564
-4.4%
0.01%
+20.0%
Q4 2022$576,415
-99.9%
93,726
-47.3%
0.01%
-16.7%
Q3 2022$529,529,000
+89803.1%
177,900
+90.4%
0.01%0.0%
Q2 2022$589,000
-8.7%
93,415
+6.3%
0.01%
-14.3%
Q1 2022$645,000
-13.5%
87,870
+0.4%
0.01%
-12.5%
Q4 2021$746,000
+6.3%
87,525
+7.2%
0.01%
+14.3%
Q3 2021$702,000
+4.3%
81,626
+5.9%
0.01%
-12.5%
Q2 2021$673,000
+27.5%
77,049
+24.6%
0.01%
+14.3%
Q1 2021$528,000
+2.5%
61,838
+4.1%
0.01%
+16.7%
Q4 2020$515,000
-99.9%
59,378
+0.9%
0.01%
-33.3%
Q3 2020$471,000,00058,8220.01%
Other shareholders
MFS CHARTER INCOME TR shareholders Q4 2020
NameSharesValueWeighting ↓
Relative Value Partners, LLC 2,055,178$18,599,0002.56%
Saba Capital Management, L.P. 895,814$8,107,0000.47%
Shaker Financial Services, LLC 65,533$593,0000.41%
Benchmark Capital Advisors 62,200$563,0000.39%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 45,639$413,0000.38%
1607 Capital Partners, LLC 412,762$3,735,0000.31%
DOLIVER ADVISORS, LP 47,130$427,0000.27%
RIVERNORTH CAPITAL MANAGEMENT, LLC 254,821$2,306,0000.18%
M&R CAPITAL MANAGEMENT INC 64,200$581,0000.15%
CORNERSTONE ADVISORS INC 64,650$585,0000.14%
View complete list of MFS CHARTER INCOME TR shareholders