MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 58 filers reported holding MFS CHARTER INCOME TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $954 | -4.9% | 163,083 | +2.6% | 0.00% | 0.0% |
| Q2 2023 | $1,003 | +4.5% | 158,904 | +4.1% | 0.00% | 0.0% |
| Q1 2023 | $960 | +3.6% | 152,688 | +1.2% | 0.00% | 0.0% |
| Q4 2022 | $927 | -99.9% | 150,871 | -1.0% | 0.00% | 0.0% |
| Q3 2022 | $906,000 | -6.1% | 152,321 | -0.6% | 0.00% | -33.3% |
| Q2 2022 | $965,000 | -13.1% | 153,212 | +1.2% | 0.00% | 0.0% |
| Q1 2022 | $1,110,000 | +94.4% | 151,324 | +125.8% | 0.00% | +200.0% |
| Q4 2021 | $571,000 | +34.7% | 67,018 | +35.8% | 0.00% | 0.0% |
| Q3 2021 | $424,000 | -0.5% | 49,342 | +1.2% | 0.00% | 0.0% |
| Q2 2021 | $426,000 | +31.9% | 48,773 | +28.8% | 0.00% | 0.0% |
| Q1 2021 | $323,000 | +1.6% | 37,870 | +4.2% | 0.00% | 0.0% |
| Q4 2020 | $318,000 | +16.9% | 36,340 | +6.9% | 0.00% | 0.0% |
| Q3 2020 | $272,000 | +3.4% | 33,995 | +2.7% | 0.00% | 0.0% |
| Q2 2020 | $263,000 | +1.5% | 33,115 | -5.5% | 0.00% | 0.0% |
| Q1 2020 | $259,000 | -14.0% | 35,047 | -2.0% | 0.00% | 0.0% |
| Q4 2019 | $301,000 | +54.4% | 35,758 | +51.6% | 0.00% | 0.0% |
| Q3 2019 | $195,000 | +6.0% | 23,583 | +4.4% | 0.00% | 0.0% |
| Q2 2019 | $184,000 | -18.9% | 22,580 | -21.6% | 0.00% | 0.0% |
| Q1 2019 | $227,000 | +14.1% | 28,806 | +5.7% | 0.00% | 0.0% |
| Q4 2018 | $199,000 | -24.3% | 27,258 | -19.7% | 0.00% | 0.0% |
| Q3 2018 | $263,000 | +8.2% | 33,931 | +10.8% | 0.00% | 0.0% |
| Q2 2018 | $243,000 | +18.5% | 30,622 | +21.0% | 0.00% | 0.0% |
| Q1 2018 | $205,000 | +4.1% | 25,306 | +8.9% | 0.00% | 0.0% |
| Q4 2017 | $197,000 | – | 23,230 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 117,973 | $702,000 | 0.35% |
| Stonebridge Financial Planning Group, LLC | 74,380 | $443,000 | 0.31% |
| Altus Wealth Group LLC | 32,530 | $280,000 | 0.28% |
| Fortitude Advisory Group L.L.C. | 46,261 | $275,000 | 0.26% |
| SIT INVESTMENT ASSOCIATES INC | 1,142,144 | $6,796,000 | 0.20% |
| 9258 Wealth Management, LLC | 62,283 | $371,000 | 0.10% |
| Valley Brook Capital Group, Inc. | 14,100 | $83,000 | 0.09% |
| L.M. KOHN & COMPANY | 22,106 | $132,000 | 0.06% |
| CoreCap Advisors, LLC | 115,710 | $688 | 0.06% |
| CENTAURUS FINANCIAL, INC. | 84,349 | $502,000 | 0.05% |