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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
RVPG
1
Relative Value Partners Group
$33.9M +$5.61M +704,024 +19%
Morgan Stanley
2
Morgan Stanley
New York
$26.4M -$3.15M -395,499 -10%
Wells Fargo
3
Wells Fargo
California
$23.4M +$2.89M +362,008 +13%
RCM
4
Rivernorth Capital Management
Florida
$12.2M -$23.9K -3,000 -0.2%
UBS Group
5
UBS Group
Switzerland
$10.2M -$3.71M -465,088 -26%
SCM
6
Saba Capital Management
New York
$8.3M +$1.89M +237,540 +28%
1CP
7
1607 Capital Partners
Virginia
$7.92M +$2.81M +352,650 +51%
SIA
8
Sit Investment Associates
Minnesota
$5.14M -$8.51M -1,067,049 -61%
Bank of America
9
Bank of America
North Carolina
$5M +$60.8K +7,626 +1%
Invesco
10
Invesco
Georgia
$4.68M +$125K +15,640 +3%
PPA
11
Parametric Portfolio Associates
Washington
$4.49M +$425K +53,323 +10%
FIMG
12
Financial & Investment Management Group
Michigan
$3.83M -$74.7K -9,370 -2%
LCM
13
Laurion Capital Management
New York
$2.39M +$2.3M +288,955 +1,191%
LCM
14
Landscape Capital Management
New Jersey
$2.1M +$1.09M +137,196 +99%
SFS
15
Shaker Financial Services
Virginia
$1.4M +$1.46M +183,200 New
KIG
16
Kovitz Investment Group
Illinois
$1.38M +$1.44M +181,175 New
PVWM
17
Point View Wealth Management
New Jersey
$1.34M +$32.2K +4,039 +2%
Citigroup
18
Citigroup
New York
$1.11M +$87.6K +10,985 +8%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.08M -$1.54K -193 -0.1%
Stifel Financial
20
Stifel Financial
Missouri
$1.07M -$26.6K -3,331 -2%
RJA
21
Raymond James & Associates
Florida
$885K +$177K +22,186 +24%
BA
22
BlackRock Advisors
Delaware
$821K – – –
LPL Financial
23
LPL Financial
California
$799K +$400K +50,179 +93%
ST
24
Sentinel Trust
Texas
$792K -$196K -24,600 -19%
DA
25
Doliver Advisors
Texas
$661K +$143K +17,984 +26%
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