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MCR

MFS Charter Income Trust

Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$37.8M +$424K +49,301 +1%
Morgan Stanley
2
Morgan Stanley
New York
$27.2M -$898K -104,263 -3%
SCM
3
Saba Capital Management
New York
$25.4M -$1.87M -217,030 -7%
1CP
4
1607 Capital Partners
Virginia
$12M -$534K -62,018 -4%
SIA
5
Sit Investment Associates
Minnesota
$11.9M +$4.05M +470,229 +52%
RCM
6
Rivernorth Capital Management
Florida
$10.1M -$2.16M -251,202 -18%
Wells Fargo
7
Wells Fargo
California
$6.98M -$683K -79,395 -9%
Bank of America
8
Bank of America
North Carolina
$6.48M +$622K +72,293 +11%
Invesco
9
Invesco
Georgia
$6.01M +$136K +15,819 +2%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$4.68M -$50.2K -5,835 -1%
LCM
11
Landscape Capital Management
New Jersey
$2.26M +$48K +5,580 +2%
KLI
12
Kelman-Lazarov Inc
Tennessee
$2.22M +$133K +15,500 +6%
Citigroup
13
Citigroup
New York
$2.09M +$282K +32,790 +16%
Stifel Financial
14
Stifel Financial
Missouri
$1.73M +$19K +2,208 +1%
PVWM
15
Point View Wealth Management
New Jersey
$1.5M +$8K +929 +0.5%
RJA
16
Raymond James & Associates
Florida
$1.25M -$491K -57,042 -28%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.14M -$17.2K -2,000 -1%
UBS Group
18
UBS Group
Switzerland
$1.07M +$97.3K +11,308 +10%
SIA
19
Starfire Investment Advisers
Michigan
$590K
WS
20
Wedbush Securities
California
$508K +$153K +17,755 +43%
BCA
21
Benchmark Capital Advisors
New York
$481K -$8.61K -1,000 -2%
SFS
22
Shaker Financial Services
Virginia
$438K +$437K +50,751 New
GHAM
23
Gilman Hill Asset Management
Connecticut
$412K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$394K +$393K +45,640 New
LPL Financial
25
LPL Financial
California
$377K +$54.5K +6,328 +17%