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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
$32.2M +$68.3K +8,707 +0.2%
RVPG
2
Relative Value Partners Group
$16.3M -$323K -41,204 -2%
1CP
3
1607 Capital Partners
Virginia
$8.07M -$192K -24,478 -2%
SIA
4
Sit Investment Associates
Minnesota
$7.28M -$1M -127,969 -12%
Wells Fargo
5
Wells Fargo
California
$4.86M -$1.29M -164,410 -21%
Invesco
6
Invesco
Georgia
$4.77M +$89.1K +11,362 +2%
RCM
7
Rivernorth Capital Management
Florida
$4.7M -$203K -25,928 -4%
PPA
8
Parametric Portfolio Associates
Washington
$4.04M +$35.4K +4,511 +0.9%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$3.31M -$19.4K -2,470 -0.6%
Bank of America
10
Bank of America
North Carolina
$2.97M -$184K -23,407 -6%
BlackRock
11
BlackRock
New York
$2.84M – – –
Stifel Financial
12
Stifel Financial
Missouri
$1.57M +$80.2K +10,229 +5%
KLI
13
Kelman-Lazarov Inc
Tennessee
$1.5M -$944K -120,287 -38%
PVWM
14
Point View Wealth Management
New Jersey
$1.09M -$15.9K -2,024 -1%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$1.07M +$33.9K +4,317 +3%
HighTower Advisors
16
HighTower Advisors
Illinois
$994K -$20.9K -2,663 -2%
UBS Group
17
UBS Group
Switzerland
$851K +$40.6K +5,178 +5%
LCM
18
Landscape Capital Management
New Jersey
$848K +$225K +28,628 +35%
WAM
19
Wolverine Asset Management
Illinois
$800K +$788K +100,502 +3,717%
CF
20
Centaurus Financial
California
$795K +$194K +24,719 +32%
LCM
21
Laurion Capital Management
New York
$662K -$2.4M -305,913 -78%
CRC
22
Curi RMB Capital
Illinois
$522K -$123K -15,658 -19%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$450K -$86.7K -11,054 -16%
RJA
24
Raymond James & Associates
Florida
$450K +$9.98K +1,272 +2%
LPL Financial
25
LPL Financial
California
$445K +$214K +27,265 +91%
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