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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
$34.3M +$1.6M +186,869 +5%
RVPG
2
Relative Value Partners Group
$21.2M -$4.17M -488,462 -16%
SIA
3
Sit Investment Associates
Minnesota
$9.69M +$239K +27,990 +3%
Wells Fargo
4
Wells Fargo
California
$9.68M -$3.32M -388,437 -25%
1CP
5
1607 Capital Partners
Virginia
$9.64M -$205K -23,969 -2%
RCM
6
Rivernorth Capital Management
Florida
$6.66M -$4.64K -544 -0.1%
Invesco
7
Invesco
Georgia
$5.67M -$679K -79,556 -11%
Bank of America
8
Bank of America
North Carolina
$4.77M +$119K +13,918 +3%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$4.42M -$118K -13,795 -3%
PPA
10
Parametric Portfolio Associates
Washington
$3.93M +$995K +116,469 +34%
KLI
11
Kelman-Lazarov Inc
Tennessee
$3.12M +$29.1K +3,409 +0.9%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.22M -$35K -4,100 -3%
Stifel Financial
13
Stifel Financial
Missouri
$1.14M -$841K -98,459 -42%
LCM
14
Laurion Capital Management
New York
$1.1M -$793K -92,833 -42%
SCM
15
Saba Capital Management
New York
$1.07M +$687K +80,486 +175%
UBS Group
16
UBS Group
Switzerland
$927K +$81.4K +9,538 +10%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$879K +$885K +103,611 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$607K -$13.2K -1,548 -2%
LCM
19
Landscape Capital Management
New Jersey
$583K +$147K +17,246 +33%
AG
20
Advisor Group
Arizona
$494K -$256 -30 -0.1%
RJA
21
Raymond James & Associates
Florida
$481K -$677K -79,295 -58%
GHAM
22
Gilman Hill Asset Management
Connecticut
$468K
BCA
23
Benchmark Capital Advisors
New York
$349K -$34.2K -4,000 -9%
SWM
24
SeaCrest Wealth Management
New York
$270K +$272K +31,889 New
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$204K -$1.67K -196 -0.8%