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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
$35.5M -$1.04M -121,423 -3%
Morgan Stanley
2
Morgan Stanley
New York
$32.1M +$4.9M +571,063 +18%
SIA
3
Sit Investment Associates
Minnesota
$15.7M +$47.3K +5,519 +0.3%
Wells Fargo
4
Wells Fargo
California
$13.4M -$474K -55,304 -3%
1CP
5
1607 Capital Partners
Virginia
$11.4M +$43.7K +5,100 +0.4%
RCM
6
Rivernorth Capital Management
Florida
$7.04M -$1.74M -203,403 -20%
Invesco
7
Invesco
Georgia
$6.09M +$251K +29,319 +4%
SCM
8
Saba Capital Management
New York
$5.8M -$6.39M -744,994 -53%
Bank of America
9
Bank of America
North Carolina
$5.58M -$414K -48,328 -7%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$4.62M -$27.3K -3,180 -0.6%
KLI
11
Kelman-Lazarov Inc
Tennessee
$2.84M +$470K +54,794 +20%
Citigroup
12
Citigroup
New York
$1.71M -$440K -51,353 -21%
PVWM
13
Point View Wealth Management
New Jersey
$1.45M +$62.8K +7,328 +5%
Stifel Financial
14
Stifel Financial
Missouri
$1.4M -$373K -43,467 -21%
SFS
15
Shaker Financial Services
Virginia
$1.14M +$1.14M +132,358 New
UBS Group
16
UBS Group
Switzerland
$1.13M +$20.3K +2,371 +2%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.09M -$9.86K -1,150 -0.9%
LCM
18
Laurion Capital Management
New York
$815K -$553K -64,502 -41%
WS
19
Wedbush Securities
California
$809K +$180K +21,005 +29%
RJA
20
Raymond James & Associates
Florida
$806K -$345K -40,190 -30%
LCM
21
Landscape Capital Management
New Jersey
$782K -$1.34M -155,769 -63%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$586K +$1.81K +211 +0.3%
SIA
23
Starfire Investment Advisers
Michigan
$561K -$34.3K -4,000 -6%
GHAM
24
Gilman Hill Asset Management
Connecticut
$497K +$8.58K +1,000 +2%
BCA
25
Benchmark Capital Advisors
New York
$455K -$6.86K -800 -1%
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