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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
$49.6M -$6.54M -743,580 -12%
RVP
2
Relative Value Partners
Illinois
$26.4M +$2.84M +322,721 +13%
SCM
3
Saba Capital Management
New York
$15.3M -$8.07M -916,932 -36%
Wells Fargo
4
Wells Fargo
California
$14.9M +$3.86M +439,069 +37%
UBS Group
5
UBS Group
Switzerland
$14.8M +$14.1M +1,606,804 New
SIA
6
Sit Investment Associates
Minnesota
$13.1M +$5.48M +622,709 +77%
RCM
7
Rivernorth Capital Management
Florida
$8.03M -$691K -78,479 -8%
Invesco
8
Invesco
Georgia
$6.02M -$265K -30,132 -4%
1CP
9
1607 Capital Partners
Virginia
$5.78M +$86.3K +9,800 +2%
PPA
10
Parametric Portfolio Associates
Washington
$5.62M +$114K +12,970 +2%
Bank of America
11
Bank of America
North Carolina
$4.61M -$1.59M -180,867 -27%
Grantham, Mayo, Van Otterloo & Co (GMO)
12
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.1M – – –
Stifel Financial
13
Stifel Financial
Missouri
$1.55M -$121K -13,764 -8%
GC
14
Guggenheim Capital
Illinois
$1.5M -$98.5K -11,194 -6%
WAM
15
Wolverine Asset Management
Illinois
$1.37M +$56K +6,365 +4%
PVWM
16
Point View Wealth Management
New Jersey
$1.34M +$621K +70,550 +93%
IT
17
Independence Trust
Tennessee
$1.33M +$198K +22,533 +19%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.32M +$70 +8 +0%
KSCM
19
Kamunting Street Capital Management
Florida
$1.32M -$55.5K -6,300 -4%
ST
20
Sentinel Trust
Texas
$1.18M +$496K +56,390 +78%
CA
21
Cornerstone Advisors
North Carolina
$1.05M – – –
RJA
22
Raymond James & Associates
Florida
$911K +$144K +16,361 +20%
BCA
23
Benchmark Capital Advisors
New York
$619K -$2.64K -300 -0.4%
SG Americas Securities
24
SG Americas Securities
New York
$560K +$537K +60,980 New
MRCM
25
M&R Capital Management
New Jersey
$450K -$123K -14,000 -22%
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