BARTLETT & CO. WEALTH MANAGEMENT LLC - MFS CHARTER INCOME TR ownership

MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 62 filers reported holding MFS CHARTER INCOME TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of MFS CHARTER INCOME TR
ValueSharesWeighting
Q2 2024$13,951
-1.1%
2,2250.0%0.00%
Q1 2024$14,107
-3.0%
2,2250.0%0.00%
Q4 2023$14,538
+11.7%
2,2250.0%0.00%
Q3 2023$13,016
-7.3%
2,2250.0%0.00%
Q2 2023$14,040
+0.3%
2,2250.0%0.00%
Q1 2023$13,995
+2.3%
2,2250.0%0.00%
Q4 2022$13,684
+3.4%
2,2250.0%0.00%
Q3 2022$13,239
-5.6%
2,2250.0%0.00%
Q2 2022$14,018
-14.2%
2,2250.0%0.00%
Q1 2022$16,332
-14.6%
2,2250.0%0.00%
Q3 2021$19,135
-1.6%
2,2250.0%0.00%
Q2 2021$19,447
-18.7%
2,225
-20.5%
0.00%
Q1 2021$23,912
-2.6%
2,8000.0%0.00%
-100.0%
Q4 2020$24,556
+9.5%
2,8000.0%0.00%0.0%
Q3 2020$22,428
+0.8%
2,8000.0%0.00%0.0%
Q2 2020$22,260
+7.4%
2,8000.0%0.00%0.0%
Q1 2020$20,720
+327.9%
2,800
+387.0%
0.00%
Q4 2019$4,842
+1.3%
5750.0%0.00%
Q3 2019$4,778
+2.0%
5750.0%0.00%
Q2 2019$4,686
+3.1%
5750.0%0.00%
Q1 2019$4,543
+7.8%
5750.0%0.00%
Q4 2018$4,215
-5.5%
5750.0%0.00%
Q3 2018$4,462
-2.1%
5750.0%0.00%
Q2 2018$4,560
-2.3%
5750.0%0.00%
Q1 2018$4,6695750.00%
Other shareholders
MFS CHARTER INCOME TR shareholders Q2 2020
NameSharesValueWeighting ↓
Relative Value Partners Group, LLC 4,444,848$33,870,0004.15%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 502,666$3,830,0001.07%
Point View Wealth Management, Inc. 176,221$1,343,0000.97%
Shaker Financial Services, LLC 183,200$1,396,0000.97%
Saba Capital Management, L.P. 1,089,442$8,302,0000.79%
RIVERNORTH CAPITAL MANAGEMENT, LLC 1,597,805$12,175,0000.69%
DOLIVER ADVISORS, LP 86,759$661,0000.52%
1607 Capital Partners, LLC 1,039,768$7,923,0000.52%
Benchmark Capital Advisors 61,650$470,0000.40%
Starfire Investment Advisers, Inc. 139,100$1,059,942,0000.36%
View complete list of MFS CHARTER INCOME TR shareholders