MFS CHARTER INCOME TR's ticker is MCR and the CUSIP is 552727109. A total of 61 filers reported holding MFS CHARTER INCOME TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $73 | -65.4% | 12,404 | -63.0% | 0.01% | -66.7% |
| Q2 2023 | $211 | -45.9% | 33,503 | -46.0% | 0.02% | -41.9% |
| Q1 2023 | $390 | -20.4% | 62,048 | -22.2% | 0.03% | -32.6% |
| Q4 2022 | $490 | -99.9% | 79,737 | -5.5% | 0.05% | -6.1% |
| Q3 2022 | $502,000 | -53.3% | 84,349 | -50.6% | 0.05% | -53.8% |
| Q2 2022 | $1,076,000 | -24.0% | 170,870 | -11.3% | 0.11% | -5.4% |
| Q1 2022 | $1,415,000 | -19.9% | 192,714 | -7.1% | 0.11% | -16.4% |
| Q4 2021 | $1,767,000 | -4.2% | 207,423 | -3.3% | 0.13% | -13.5% |
| Q3 2021 | $1,844,000 | -2.5% | 214,411 | -0.9% | 0.16% | -2.5% |
| Q2 2021 | $1,892,000 | +0.5% | 216,464 | -1.8% | 0.16% | -14.5% |
| Q1 2021 | $1,882,000 | +1.2% | 220,403 | +3.9% | 0.19% | -5.1% |
| Q4 2020 | $1,859,000 | +10.5% | 212,028 | +1.0% | 0.20% | -15.9% |
| Q3 2020 | $1,682,000 | +26.2% | 210,028 | +25.2% | 0.23% | +18.3% |
| Q2 2020 | $1,333,000 | +108.3% | 167,732 | +94.0% | 0.20% | +53.9% |
| Q1 2020 | $640,000 | -32.1% | 86,457 | -22.8% | 0.13% | -3.0% |
| Q4 2019 | $943,000 | -2.5% | 111,963 | -3.8% | 0.13% | -12.6% |
| Q3 2019 | $967,000 | -1.5% | 116,380 | -3.4% | 0.15% | -2.6% |
| Q2 2019 | $982,000 | -99.2% | 120,469 | +12332.3% | 0.16% | -78.5% |
| Q1 2019 | $122,666,000 | +113479.6% | 969 | +23.0% | 0.72% | -7.0% |
| Q4 2018 | $108,000 | -86.4% | 788 | +672.5% | 0.78% | +438.2% |
| Q3 2018 | $795,000 | +29.7% | 102 | -99.9% | 0.14% | +69.4% |
| Q2 2018 | $613,000 | +37.1% | 77,281 | +40.3% | 0.08% | -19.0% |
| Q1 2018 | $447,000 | – | 55,091 | – | 0.10% | – |
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% |