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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
$37.4M -$5.09M -575,051 -12%
RVPG
2
Relative Value Partners Group
$28.2M +$29.5M +3,328,133 New
Wells Fargo
3
Wells Fargo
California
$19.4M +$3.04M +343,232 +18%
UBS Group
4
UBS Group
Switzerland
$17.8M +$814K +91,970 +5%
RCM
5
Rivernorth Capital Management
Florida
$13.6M +$385K +43,547 +3%
SIA
6
Sit Investment Associates
Minnesota
$12.8M +$493K +55,692 +4%
SCM
7
Saba Capital Management
New York
$7.14M -$2.7M -304,627 -27%
1CP
8
1607 Capital Partners
Virginia
$5.58M +$266K +30,000 +5%
PPA
9
Parametric Portfolio Associates
Washington
$5.36M +$10.9K +1,235 +0.2%
Invesco
10
Invesco
Georgia
$5.23M +$189K +21,335 +4%
Bank of America
11
Bank of America
North Carolina
$5.22M +$579K +65,448 +12%
FIMG
12
Financial & Investment Management Group
Michigan
$4.21M +$4.39M +496,511 New
VIA
13
Vident Investment Advisory
Georgia
$4.06M +$4.24M +479,540 New
PVWM
14
Point View Wealth Management
New Jersey
$1.51M +$23.8K +2,690 +2%
Stifel Financial
15
Stifel Financial
Missouri
$1.31M -$71.8K -8,115 -5%
RJA
16
Raymond James & Associates
Florida
$1.24M +$428K +48,366 +49%
IT
17
Independence Trust
Tennessee
$1.22M +$101K +11,453 +9%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.19M +$18.6K +2,106 +2%
Citigroup
19
Citigroup
New York
$1.15M +$1.24K +140 +0.1%
ST
20
Sentinel Trust
Texas
$1.09M – – –
GC
21
Guggenheim Capital
Illinois
$972K -$263K -29,751 -21%
DA
22
Doliver Advisors
Texas
$969K -$1.01M -113,593 -50%
BA
23
BlackRock Advisors
Delaware
$912K +$436K +49,260 +84%
LCM
24
Landscape Capital Management
New Jersey
$876K +$469K +53,034 +105%
COLIM
25
City of London Investment Management
United Kingdom
$727K +$757K +85,570 New
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