MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 63 filers reported holding MFS CHARTER INCOME TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,020,322 | -12.5% | 345,354 | -5.6% | 0.00% | 0.0% |
| Q2 2023 | $2,308,712 | -10.8% | 365,881 | -11.1% | 0.00% | 0.0% |
| Q1 2023 | $2,588,066 | +4.4% | 411,457 | +2.1% | 0.00% | 0.0% |
| Q4 2022 | $2,478,616 | +16.8% | 403,027 | +13.0% | 0.00% | 0.0% |
| Q3 2022 | $2,122,000 | +5.2% | 356,631 | +11.3% | 0.00% | 0.0% |
| Q2 2022 | $2,018,000 | -16.5% | 320,377 | -2.7% | 0.00% | 0.0% |
| Q1 2022 | $2,418,000 | -15.2% | 329,417 | -1.6% | 0.00% | 0.0% |
| Q4 2021 | $2,852,000 | +1.8% | 334,769 | +2.8% | 0.00% | 0.0% |
| Q3 2021 | $2,801,000 | -4.0% | 325,656 | -2.5% | 0.00% | 0.0% |
| Q2 2021 | $2,918,000 | -25.4% | 333,861 | -27.2% | 0.00% | 0.0% |
| Q1 2021 | $3,914,000 | -23.1% | 458,306 | -21.0% | 0.00% | 0.0% |
| Q4 2020 | $5,088,000 | +14.2% | 580,252 | +4.4% | 0.00% | 0.0% |
| Q3 2020 | $4,454,000 | -30.4% | 556,024 | -30.9% | 0.00% | -50.0% |
| Q2 2020 | $6,397,000 | +55.9% | 804,602 | +45.1% | 0.00% | +100.0% |
| Q1 2020 | $4,103,000 | +52.5% | 554,495 | +73.5% | 0.00% | 0.0% |
| Q4 2019 | $2,690,000 | +0.1% | 319,550 | -1.2% | 0.00% | 0.0% |
| Q3 2019 | $2,687,000 | -6.0% | 323,341 | -7.8% | 0.00% | 0.0% |
| Q2 2019 | $2,858,000 | -20.1% | 350,787 | -22.5% | 0.00% | 0.0% |
| Q1 2019 | $3,577,000 | -49.7% | 452,727 | -53.3% | 0.00% | -50.0% |
| Q4 2018 | $7,106,000 | +46.3% | 969,402 | +54.8% | 0.00% | +100.0% |
| Q3 2018 | $4,857,000 | -22.5% | 626,061 | -20.8% | 0.00% | -50.0% |
| Q2 2018 | $6,269,000 | -32.3% | 790,471 | -30.6% | 0.00% | -33.3% |
| Q1 2018 | $9,255,000 | -4.4% | 1,139,699 | -0.2% | 0.00% | 0.0% |
| Q4 2017 | $9,682,000 | -27.0% | 1,141,801 | -25.4% | 0.00% | -25.0% |
| Q3 2017 | $13,267,000 | +3.7% | 1,530,238 | +3.3% | 0.00% | 0.0% |
| Q2 2017 | $12,797,000 | -4.3% | 1,481,150 | -4.6% | 0.00% | 0.0% |
| Q1 2017 | $13,371,000 | -2.4% | 1,552,912 | -3.4% | 0.00% | -20.0% |
| Q4 2016 | $13,702,000 | +96.4% | 1,608,216 | +99.1% | 0.01% | +66.7% |
| Q3 2016 | $6,977,000 | -7.1% | 807,560 | -9.0% | 0.00% | 0.0% |
| Q2 2016 | $7,513,000 | -57.4% | 886,955 | -59.1% | 0.00% | -57.1% |
| Q1 2016 | $17,652,000 | -24.5% | 2,171,229 | -29.2% | 0.01% | -22.2% |
| Q4 2015 | $23,373,000 | +11.5% | 3,067,237 | +13.4% | 0.01% | 0.0% |
| Q3 2015 | $20,966,000 | +8.3% | 2,705,229 | +18.4% | 0.01% | +28.6% |
| Q2 2015 | $19,351,000 | -43.4% | 2,284,649 | -41.2% | 0.01% | 0.0% |
| Q1 2015 | $34,168,000 | +128.6% | 3,882,834 | +138.8% | 0.01% | +16.7% |
| Q4 2014 | $14,945,000 | +42.1% | 1,626,214 | +37.0% | 0.01% | +50.0% |
| Q3 2014 | $10,519,000 | +7.6% | 1,187,145 | +12.2% | 0.00% | 0.0% |
| Q2 2014 | $9,778,000 | +13.2% | 1,058,277 | +11.9% | 0.00% | 0.0% |
| Q1 2014 | $8,634,000 | +13.0% | 945,698 | +12.0% | 0.00% | +33.3% |
| Q4 2013 | $7,642,000 | +52.9% | 844,395 | +51.2% | 0.00% | +50.0% |
| Q3 2013 | $4,999,000 | +70.3% | 558,470 | +76.0% | 0.00% | 0.0% |
| Q2 2013 | $2,935,000 | – | 317,374 | – | 0.00% | – |
Download | ||||||
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% |