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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,154 | -3.3% | 56,437 | +4.3% | 0.22% | -11.2% |
| Q2 2023 | $341,363 | +12.3% | 54,099 | +12.0% | 0.25% | +6.8% |
| Q1 2023 | $303,912 | +4.0% | 48,317 | +1.6% | 0.24% | -5.6% |
| Q4 2022 | $292,362 | +6.3% | 47,538 | +2.8% | 0.25% | -4.6% |
| Q3 2022 | $275,000 | -2.5% | 46,261 | +3.3% | 0.26% | +1.2% |
| Q2 2022 | $282,000 | -11.9% | 44,781 | +2.8% | 0.26% | +51.8% |
| Q1 2022 | $320,000 | -13.7% | 43,554 | +0.1% | 0.17% | -9.1% |
| Q4 2021 | $371,000 | – | 43,525 | – | 0.19% | – |
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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% |