MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 65 filers reported holding MFS CHARTER INCOME TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,412,408 | -5.0% | 241,437 | +2.5% | 0.00% | – |
| Q2 2023 | $1,486,372 | +3.9% | 235,558 | +3.6% | 0.00% | – |
| Q1 2023 | $1,430,404 | +1.9% | 227,409 | -0.4% | 0.00% | – |
| Q4 2022 | $1,403,597 | +17.9% | 228,227 | +14.1% | 0.00% | – |
| Q3 2022 | $1,190,000 | -57.4% | 199,955 | -54.9% | 0.00% | – |
| Q2 2022 | $2,796,000 | -34.0% | 443,821 | -23.2% | 0.00% | – |
| Q1 2022 | $4,239,000 | -11.5% | 577,546 | +2.7% | 0.00% | – |
| Q4 2021 | $4,791,000 | +1.4% | 562,268 | +2.4% | 0.00% | – |
| Q3 2021 | $4,724,000 | +13.7% | 549,253 | +15.5% | 0.00% | – |
| Q2 2021 | $4,155,000 | +10.2% | 475,427 | +7.6% | 0.00% | – |
| Q1 2021 | $3,772,000 | -1.4% | 441,653 | +1.2% | 0.00% | – |
| Q4 2020 | $3,827,000 | +10.5% | 436,415 | +1.0% | 0.00% | – |
| Q3 2020 | $3,463,000 | -3.9% | 432,295 | -4.7% | 0.00% | -100.0% |
| Q2 2020 | $3,605,000 | +23.0% | 453,401 | +14.5% | 0.00% | 0.0% |
| Q1 2020 | $2,931,000 | +125.6% | 396,115 | +156.9% | 0.00% | – |
| Q4 2019 | $1,299,000 | -55.5% | 154,194 | -56.1% | 0.00% | – |
| Q3 2019 | $2,916,000 | -0.5% | 350,943 | -2.4% | 0.00% | – |
| Q2 2019 | $2,931,000 | +4.6% | 359,603 | +1.4% | 0.00% | – |
| Q1 2019 | $2,802,000 | +7.1% | 354,616 | -0.6% | 0.00% | – |
| Q4 2018 | $2,616,000 | -11.9% | 356,904 | -6.7% | 0.00% | – |
| Q3 2018 | $2,969,000 | -7.8% | 382,625 | -5.8% | 0.00% | -100.0% |
| Q2 2018 | $3,220,000 | -28.9% | 406,032 | -27.2% | 0.00% | 0.0% |
| Q1 2018 | $4,531,000 | -5.1% | 558,001 | -0.9% | 0.00% | 0.0% |
| Q4 2017 | $4,773,000 | +0.3% | 562,899 | +2.5% | 0.00% | 0.0% |
| Q3 2017 | $4,760,000 | -19.7% | 548,981 | -20.0% | 0.00% | 0.0% |
| Q2 2017 | $5,928,000 | +6.2% | 686,120 | +5.8% | 0.00% | 0.0% |
| Q1 2017 | $5,584,000 | -6.0% | 648,583 | -6.9% | 0.00% | 0.0% |
| Q4 2016 | $5,938,000 | -8.3% | 696,911 | -7.0% | 0.00% | 0.0% |
| Q3 2016 | $6,476,000 | +12.9% | 749,487 | +10.7% | 0.00% | 0.0% |
| Q2 2016 | $5,736,000 | +5.4% | 677,194 | +1.2% | 0.00% | 0.0% |
| Q1 2016 | $5,440,000 | +8.9% | 669,088 | +2.1% | 0.00% | 0.0% |
| Q4 2015 | $4,995,000 | -0.5% | 655,479 | +1.2% | 0.00% | 0.0% |
| Q3 2015 | $5,021,000 | -3.8% | 647,853 | +5.1% | 0.00% | -50.0% |
| Q2 2015 | $5,220,000 | +7.7% | 616,252 | +11.9% | 0.00% | 0.0% |
| Q1 2015 | $4,847,000 | +5.1% | 550,804 | +9.8% | 0.00% | 0.0% |
| Q4 2014 | $4,610,000 | -23.8% | 501,648 | -26.5% | 0.00% | 0.0% |
| Q3 2014 | $6,047,000 | +23.3% | 682,515 | +28.5% | 0.00% | 0.0% |
| Q2 2014 | $4,906,000 | +19.0% | 530,962 | +17.6% | 0.00% | 0.0% |
| Q1 2014 | $4,122,000 | +5.9% | 451,474 | +5.0% | 0.00% | +100.0% |
| Q4 2013 | $3,892,000 | -1.0% | 430,126 | -2.1% | 0.00% | -50.0% |
| Q3 2013 | $3,930,000 | -3.2% | 439,151 | +0.0% | 0.00% | 0.0% |
| Q2 2013 | $4,061,000 | – | 439,028 | – | 0.00% | – |
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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% |