MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 62 filers reported holding MFS CHARTER INCOME TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $177,914 | -9.0% | 30,413 | -1.9% | 0.11% | -5.8% |
| Q2 2023 | $195,547 | +0.3% | 30,990 | 0.0% | 0.12% | -8.4% |
| Q1 2023 | $194,927 | +2.3% | 30,990 | 0.0% | 0.13% | -9.7% |
| Q4 2022 | $190,589 | -31.9% | 30,990 | -4.7% | 0.14% | -47.8% |
| Q3 2022 | $280,000 | 0.0% | 32,530 | 0.0% | 0.28% | 0.0% |
| Q2 2022 | $280,000 | +17.2% | 32,530 | 0.0% | 0.28% | +41.8% |
| Q1 2022 | $239,000 | -13.7% | 32,530 | 0.0% | 0.20% | -14.0% |
| Q4 2021 | $277,000 | -1.1% | 32,530 | 0.0% | 0.23% | -18.0% |
| Q3 2021 | $280,000 | -1.4% | 32,530 | 0.0% | 0.28% | +0.4% |
| Q2 2021 | $284,000 | -1.7% | 32,530 | 0.0% | 0.28% | -3.5% |
| Q1 2021 | $289,000 | -0.3% | 32,530 | -1.6% | 0.29% | +3.6% |
| Q4 2020 | $290,000 | – | 33,065 | – | 0.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonebridge Financial Planning Group, LLC | 82,791 | $716,000 | 0.35% |
| Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
| SIT INVESTMENT ASSOCIATES INC | 805,279 | $6,925,000 | 0.18% |
| 9258 Wealth Management, LLC | 69,747 | $600,000 | 0.16% |
| CENTAURUS FINANCIAL, INC. | 214,411 | $1,844,000 | 0.16% |
| Valley Brook Capital Group, Inc. | 17,700 | $152,000 | 0.15% |
| Shaker Financial Services, LLC | 30,648 | $264,000 | 0.11% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 115,579 | $994,000 | 0.07% |
| Waterfront Wealth Inc. | 14,131 | $122,000 | 0.06% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 28,755 | $247,000 | 0.04% |