MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 73 filers reported holding MFS CHARTER INCOME TR in Q4 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 117,973 | $702,000 | 0.35% |
| Stonebridge Financial Planning Group, LLC | 74,380 | $443,000 | 0.31% |
| Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
| Fortitude Advisory Group L.L.C. | 46,261 | $275,000 | 0.26% |
| SIT INVESTMENT ASSOCIATES INC | 1,142,144 | $6,796,000 | 0.20% |
| 9258 Wealth Management, LLC | 62,283 | $371,000 | 0.10% |
| Valley Brook Capital Group, Inc. | 14,100 | $83,000 | 0.09% |
| L.M. KOHN & COMPANY | 22,106 | $132,000 | 0.06% |
| CoreCap Advisors, LLC | 115,710 | $688 | 0.06% |
| CENTAURUS FINANCIAL, INC. | 84,349 | $502,000 | 0.05% |