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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
Morgan Stanley
1
Morgan Stanley
New York
$33.5M -$648K -75,048 -2%
RVPG
2
Relative Value Partners Group
$25.9M -$3.95M -457,501 -13%
Wells Fargo
3
Wells Fargo
California
$13.3M +$424K +49,088 +3%
1CP
4
1607 Capital Partners
Virginia
$10.1M -$1.01M -116,684 -9%
SIA
5
Sit Investment Associates
Minnesota
$9.67M -$5.97M -691,309 -38%
RCM
6
Rivernorth Capital Management
Florida
$6.83M -$229K -26,489 -3%
Invesco
7
Invesco
Georgia
$6.49M -$264K -30,574 -4%
Bank of America
8
Bank of America
North Carolina
$4.76M -$1.18M -137,139 -20%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$4.63M -$10.1K -1,175 -0.2%
KLI
10
Kelman-Lazarov Inc
Tennessee
$3.16M +$263K +30,419 +9%
PPA
11
Parametric Portfolio Associates
Washington
$3.01M +$784K +90,853 +35%
SFS
12
Shaker Financial Services
Virginia
$2.58M +$909K +105,293 +55%
Stifel Financial
13
Stifel Financial
Missouri
$2.03M +$194K +22,518 +11%
LCM
14
Laurion Capital Management
New York
$1.93M +$1.92M +222,876 New
PVWM
15
Point View Wealth Management
New Jersey
$1.4M -$63.3K -7,328 -4%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.28M -$27.6K -3,200 -2%
RJA
17
Raymond James & Associates
Florida
$1.18M +$243K +28,155 +26%
UBS Group
18
UBS Group
Switzerland
$865K -$82.7K -9,574 -9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$634K +$41.5K +4,808 +7%
WS
20
Wedbush Securities
California
$509K -$414K -47,920 -45%
AG
21
Advisor Group
Arizona
$505K +$20.7K +2,400 +4%
GHAM
22
Gilman Hill Asset Management
Connecticut
$479K -$21.6K -2,500 -4%
LCM
23
Landscape Capital Management
New Jersey
$447K +$50.4K +5,840 +13%
SCM
24
Saba Capital Management
New York
$399K -$413K -47,815 -51%
BCA
25
Benchmark Capital Advisors
New York
$391K -$55.3K -6,400 -12%
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