CoreCap Advisors, LLC - MFS CHARTER INCOME TR ownership

MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 61 filers reported holding MFS CHARTER INCOME TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CoreCap Advisors, LLC ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q4 2022$711,617
+103332.7%
115,7100.0%0.05%
-12.1%
Q3 2022$688
-99.9%
115,710
-0.3%
0.06%
+1.8%
Q2 2022$731,000
-15.7%
116,035
-1.8%
0.06%
-5.0%
Q1 2022$867,000
-14.7%
118,135
-0.9%
0.06%
-11.8%
Q4 2021$1,016,000119,2600.07%
Other shareholders
MFS CHARTER INCOME TR shareholders Q1 2022
NameSharesValueWeighting ↓
Relative Value Partners Group, LLC 967,220$8,038,0000.81%
9258 Wealth Management, LLC 117,553$977,0000.76%
1607 Capital Partners, LLC 1,567,959$13,030,0000.71%
Shaker Financial Services, LLC 161,802$1,345,0000.69%
Thomas J. Herzfeld Advisors, Inc. 163,787$1,361,0000.50%
Point View Wealth Management, Inc. 113,648$944,0000.43%
SIT INVESTMENT ASSOCIATES INC 1,507,463$12,527,0000.38%
CENTAURUS FINANCIAL, INC. 116,380$967,0000.15%
BENJAMIN F. EDWARDS & COMPANY, INC. 135,593$1,127,0000.09%
Gilman Hill Asset Management, LLC 29,075$242,0000.08%
View complete list of MFS CHARTER INCOME TR shareholders