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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $471,000,000 | – | 58,822 | – | 0.01% | – |
Download |
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% |