Atria Wealth Solutions, Inc. - MFS CHARTER INCOME TR ownership

MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 63 filers reported holding MFS CHARTER INCOME TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Atria Wealth Solutions, Inc. ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q4 2022$93,339
+4.3%
15,177
+0.9%
0.00%
-50.0%
Q3 2022$89,501
-34.7%
15,042
-19.6%
0.00%0.0%
Q1 2022$137,00018,7060.00%
Other shareholders
MFS CHARTER INCOME TR shareholders Q3 2023
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