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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
Morgan Stanley
1
Morgan Stanley
New York
$34M +$1.78M +204,798 +5%
RVPG
2
Relative Value Partners Group
$29.8M -$5.97M -688,449 -17%
SIA
3
Sit Investment Associates
Minnesota
$15.6M -$159K -18,346 -1%
Wells Fargo
4
Wells Fargo
California
$12.8M -$622K -71,762 -5%
1CP
5
1607 Capital Partners
Virginia
$11M -$446K -51,468 -4%
RCM
6
Rivernorth Capital Management
Florida
$7.01M -$53K -6,114 -0.7%
Invesco
7
Invesco
Georgia
$6.73M +$615K +70,946 +10%
Bank of America
8
Bank of America
North Carolina
$5.93M +$325K +37,537 +6%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$4.63M -$7.37K -850 -0.2%
KLI
10
Kelman-Lazarov Inc
Tennessee
$2.88M +$31.9K +3,675 +1%
PPA
11
Parametric Portfolio Associates
Washington
$2.22M +$2.22M +256,595 New
Stifel Financial
12
Stifel Financial
Missouri
$1.82M +$418K +48,247 +30%
Citigroup
13
Citigroup
New York
$1.67M -$47.9K -5,524 -3%
SFS
14
Shaker Financial Services
Virginia
$1.66M +$516K +59,491 +45%
PVWM
15
Point View Wealth Management
New Jersey
$1.46M -$1.36K -157 -0.1%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.3M +$208K +23,979 +19%
UBS Group
17
UBS Group
Switzerland
$945K -$187K -21,570 -16%
RJA
18
Raymond James & Associates
Florida
$932K +$124K +14,262 +15%
WS
19
Wedbush Securities
California
$921K +$109K +12,615 +13%
SCM
20
Saba Capital Management
New York
$811K -$5.03M -580,161 -86%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$590K +$2.27K +262 +0.4%
GHAM
22
Gilman Hill Asset Management
Connecticut
$499K
AG
23
Advisor Group
Arizona
$482K +$277K +31,976 +134%
BCA
24
Benchmark Capital Advisors
New York
$445K -$11.3K -1,300 -2%
CRC
25
Curi RMB Capital
Illinois
$422K +$423K +48,812 New