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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
$34.5M +$672K +86,185 +2%
Morgan Stanley
2
Morgan Stanley
New York
$28.4M +$160K +20,530 +0.6%
Wells Fargo
3
Wells Fargo
California
$17.7M -$6.98M -896,008 -29%
SCM
4
Saba Capital Management
New York
$16.8M +$7.62M +977,867 +90%
RCM
5
Rivernorth Capital Management
Florida
$13M – – –
1CP
6
1607 Capital Partners
Virginia
$11.9M +$3.27M +419,352 +40%
SIA
7
Sit Investment Associates
Minnesota
$5.57M +$77.2K +9,901 +1%
Bank of America
8
Bank of America
North Carolina
$5.44M +$106K +13,609 +2%
Invesco
9
Invesco
Georgia
$5.17M +$172K +22,064 +4%
PPA
10
Parametric Portfolio Associates
Washington
$4.91M +$118K +15,101 +3%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$4.6M +$4.41M +565,682 New
LCM
12
Laurion Capital Management
New York
$3.69M +$1.1M +140,477 +45%
LCM
13
Landscape Capital Management
New Jersey
$1.82M -$409K -52,528 -19%
Citigroup
14
Citigroup
New York
$1.8M +$590K +75,625 +52%
RJA
15
Raymond James & Associates
Florida
$1.75M +$776K +99,517 +86%
KLI
16
Kelman-Lazarov Inc
Tennessee
$1.61M +$1.54M +198,150 New
PVWM
17
Point View Wealth Management
New Jersey
$1.4M -$28.3K -3,626 -2%
Stifel Financial
18
Stifel Financial
Missouri
$1.17M +$27.4K +3,512 +3%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.09M -$54K -6,925 -5%
UBS Group
20
UBS Group
Switzerland
$1.09M -$9.42M -1,208,055 -90%
COLIM
21
City of London Investment Management
United Kingdom
$695K – – –
LPL Financial
22
LPL Financial
California
$661K -$179K -22,923 -22%
FIMG
23
Financial & Investment Management Group
Michigan
$589K -$3.35M -430,266 -86%
SIA
24
Starfire Investment Advisers
Michigan
$555K -$9.74K -1,250 -2%
BCA
25
Benchmark Capital Advisors
New York
$461K -$39K -5,000 -8%
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