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MCR

MFS Charter Income Trust
MCR

Delisted

MCR was delisted on the 18th of June, 2026.

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Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
– -$46.5M -7,677,944 Closed
SIA
2
Sit Investment Associates
Minnesota
– -$24.8M -4,097,943 Closed
Allspring Global Investments
3
Allspring Global Investments
North Carolina
– -$8.26M -1,362,242 Closed
SFS
4
Shaker Financial Services
Virginia
– -$3.23M -533,655 Closed
Invesco
5
Invesco
Georgia
– -$2.97M -489,516 Closed
Bank of America
6
Bank of America
North Carolina
– -$2.31M -381,610 Closed
RCM
7
Rivernorth Capital Management
Florida
– -$1.87M -309,031 Closed
Wells Fargo
8
Wells Fargo
California
– -$1.27M -209,970 Closed
RP
9
Riverbridge Partners
Minnesota
– -$1.26M -207,236 Closed
Pathstone Holdings
10
Pathstone Holdings
New Jersey
– -$877K -144,700 Closed
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
– -$824K -135,913 Closed
KAS
12
Kestra Advisory Services
Texas
– -$779K -128,467 Closed
Raymond James Financial
13
Raymond James Financial
Florida
– -$712K -117,463 Closed
UBS Group
14
UBS Group
Switzerland
– -$681K -112,309 Closed
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
– -$676K -111,537 Closed
Stifel Financial
16
Stifel Financial
Missouri
– -$669K -110,446 Closed
NA
17
NewEdge Advisors
Louisiana
– -$659K -108,740 Closed
ATS
18
Ashton Thomas Securities
New York
– -$586K -96,650 Closed
LSC
19
Logan Stone Capital
Illinois
– -$539K -88,880 Closed
Osaic Holdings
20
Osaic Holdings
Arizona
– -$520K -85,892 Closed
HighTower Advisors
21
HighTower Advisors
Illinois
– -$475K -78,375 Closed
LPL Financial
22
LPL Financial
California
– -$462K -76,200 Closed
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
– -$449K -74,063 Closed
FAG
24
Fortitude Advisory Group
Washington
– -$347K -57,217 Closed
SFPG
25
Stonebridge Financial Planning Group
Florida
– -$310K -51,149 Closed
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