MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 73 filers reported holding MFS CHARTER INCOME TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,745 | -38.6% | 1,324 | -33.8% | 0.00% | – |
| Q2 2023 | $12,620 | +0.3% | 2,000 | 0.0% | 0.00% | – |
| Q1 2023 | $12,580 | +2.3% | 2,000 | 0.0% | 0.00% | – |
| Q4 2022 | $12,300 | +515.0% | 2,000 | +700.0% | 0.00% | – |
| Q4 2017 | $2,000 | -75.0% | 250 | -74.1% | 0.00% | – |
| Q3 2017 | $8,000 | +166.7% | 967 | +222.3% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 300 | -25.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q3 2016 | $3,000 | -76.9% | 400 | -75.7% | 0.00% | – |
| Q3 2015 | $13,000 | -7.1% | 1,647 | 0.0% | 0.00% | – |
| Q2 2015 | $14,000 | +250.0% | 1,647 | +252.7% | 0.00% | – |
| Q1 2015 | $4,000 | 0.0% | 467 | 0.0% | 0.00% | – |
| Q4 2014 | $4,000 | 0.0% | 467 | 0.0% | 0.00% | – |
| Q3 2014 | $4,000 | 0.0% | 467 | 0.0% | 0.00% | – |
| Q2 2014 | $4,000 | 0.0% | 467 | 0.0% | 0.00% | – |
| Q1 2014 | $4,000 | -77.8% | 467 | -76.6% | 0.00% | – |
| Q3 2013 | $18,000 | -5.3% | 2,000 | 0.0% | 0.00% | – |
| Q2 2013 | $19,000 | – | 2,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonebridge Financial Planning Group, LLC | 74,493 | $458,131 | 0.30% |
| Fortitude Advisory Group L.L.C. | 47,538 | $292,362 | 0.25% |
| SIT INVESTMENT ASSOCIATES INC | 1,041,159 | $6,403 | 0.18% |
| Shaker Financial Services, LLC | 56,710 | $348,766 | 0.16% |
| Altus Wealth Group LLC | 30,990 | $190,589 | 0.14% |
| Valley Brook Capital Group, Inc. | 14,100 | $86,715 | 0.08% |
| L.M. KOHN & COMPANY | 22,215 | $136,620 | 0.06% |
| 9258 Wealth Management, LLC | 47,477 | $291,986 | 0.06% |
| CoreCap Advisors, LLC | 115,710 | $711,617 | 0.05% |
| CENTAURUS FINANCIAL, INC. | 79,737 | $490 | 0.05% |