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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
$29.2M -$1.31M -176,740 -4%
RVPG
2
Relative Value Partners Group
$13.7M -$2.39M -322,039 -15%
1CP
3
1607 Capital Partners
Virginia
$10.2M +$2.64M +355,800 +34%
Wells Fargo
4
Wells Fargo
California
$7.11M +$2.55M +343,341 +55%
SIA
5
Sit Investment Associates
Minnesota
$7.02M +$143K +19,240 +2%
RCM
6
Rivernorth Capital Management
Florida
$4.52M +$76.5K +10,300 +2%
Invesco
7
Invesco
Georgia
$4.37M -$141K -19,050 -3%
PPA
8
Parametric Portfolio Associates
Washington
$3.4M -$419K -56,481 -11%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$2.99M -$139K -18,660 -4%
BlackRock
10
BlackRock
New York
$2.68M
Bank of America
11
Bank of America
North Carolina
$2.62M -$191K -25,721 -7%
WAM
12
Wolverine Asset Management
Illinois
$1.56M +$812K +109,384 +106%
LCM
13
Landscape Capital Management
New Jersey
$1.45M +$661K +89,070 +81%
Stifel Financial
14
Stifel Financial
Missouri
$1.29M -$191K -25,761 -13%
PVWM
15
Point View Wealth Management
New Jersey
$999K -$33.9K -4,567 -3%
9WM
16
9258 Wealth Management
Ohio
$938K +$950K +127,953 New
HighTower Advisors
17
HighTower Advisors
Illinois
$937K -$3.4K -458 -0.4%
UBS Group
18
UBS Group
Switzerland
$884K +$81.4K +10,965 +10%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$881K +$892K +120,204 New
CRC
20
Curi RMB Capital
Illinois
$869K +$381K +51,276 +76%
CF
21
Centaurus Financial
California
$788K +$44.5K +6,000 +6%
CCP
22
Clough Capital Partners
Massachusetts
$749K +$759K +102,200 New
BFEC
23
Benjamin F. Edwards & Company
Missouri
$624K -$396K -53,397 -39%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$552K +$334K +44,957 +153%
RJA
25
Raymond James & Associates
Florida
$522K +$97.4K +13,117 +23%