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 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
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 Q1 2022
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 117,973$702,0000.35%
Stonebridge Financial Planning Group, LLC 74,380$443,0000.31%
Altus Wealth Group LLC 32,530$280,0000.28%
Fortitude Advisory Group L.L.C. 46,261$275,0000.26%
SIT INVESTMENT ASSOCIATES INC 1,142,144$6,796,0000.20%
9258 Wealth Management, LLC 62,283$371,0000.10%
Valley Brook Capital Group, Inc. 14,100$83,0000.09%
L.M. KOHN & COMPANY 22,106$132,0000.06%
CoreCap Advisors, LLC 115,710$6880.06%
CENTAURUS FINANCIAL, INC. 84,349$502,0000.05%
View complete list of MFS CHARTER INCOME TR shareholders