MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 68 filers reported holding MFS CHARTER INCOME TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,072,112 | +36.8% | 1,037,968 | +47.5% | 0.01% | +57.1% |
| Q2 2023 | $4,439,861 | +45.9% | 703,623 | +45.4% | 0.01% | +40.0% |
| Q1 2023 | $3,043,064 | +11.4% | 483,794 | +8.9% | 0.01% | 0.0% |
| Q4 2022 | $2,731,596 | +33.4% | 444,162 | +29.0% | 0.01% | +25.0% |
| Q3 2022 | $2,048,000 | +5.2% | 344,262 | +11.4% | 0.00% | +33.3% |
| Q2 2022 | $1,947,000 | – | 309,111 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 218,571 | $1,278,641 | 0.60% |
| Stonebridge Financial Planning Group, LLC | 73,864 | $432,107 | 0.28% |
| Fortitude Advisory Group L.L.C. | 56,437 | $330,154 | 0.22% |
| SIT INVESTMENT ASSOCIATES INC | 1,236,068 | $7,231 | 0.20% |
| Altus Wealth Group LLC | 30,413 | $177,914 | 0.11% |
| Valley Brook Capital Group, Inc. | 14,100 | $82,485 | 0.08% |
| L.M. KOHN & COMPANY | 24,574 | $143,757 | 0.05% |
| 9258 Wealth Management, LLC | 41,182 | $240,913 | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 27,876 | $163,075 | 0.02% |
| SignalPoint Asset Management, LLC | 11,061 | $64,708 | 0.02% |