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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
$25.8M -$5.55M -718,628 -18%
RVPG
2
Relative Value Partners Group
$14.4M -$359K -46,544 -2%
SIA
3
Sit Investment Associates
Minnesota
$12.1M +$4.41M +570,978 +60%
1CP
4
1607 Capital Partners
Virginia
$11.8M +$758K +98,136 +7%
Invesco
5
Invesco
Georgia
$4.87M +$165K +21,402 +4%
PPA
6
Parametric Portfolio Associates
Washington
$3.94M +$260K +33,683 +7%
Wells Fargo
7
Wells Fargo
California
$3.58M -$3.99M -516,675 -53%
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$3.17M -$49.4K -6,405 -2%
BlackRock
9
BlackRock
New York
$2.89M
Bank of America
10
Bank of America
North Carolina
$2.8M -$17.7K -2,288 -0.6%
LCM
11
Landscape Capital Management
New Jersey
$1.7M +$126K +16,369 +8%
SFS
12
Shaker Financial Services
Virginia
$1.46M +$1.43M +185,348 New
UBS Group
13
UBS Group
Switzerland
$1.18M +$219K +28,311 +23%
Stifel Financial
14
Stifel Financial
Missouri
$1.13M -$266K -34,490 -20%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$1.1M +$414K +53,597 +63%
PVWM
16
Point View Wealth Management
New Jersey
$1.07M -$5.22K -676 -0.5%
9WM
17
9258 Wealth Management
Ohio
$999K -$11.8K -1,527 -1%
HighTower Advisors
18
HighTower Advisors
Illinois
$993K -$14.6K -1,896 -1%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$973K +$22.4K +2,908 +2%
CF
20
Centaurus Financial
California
$969K +$113K +14,666 +14%
WAM
21
Wolverine Asset Management
Illinois
$947K -$715K -92,677 -44%
LPL Financial
22
LPL Financial
California
$611K +$96.3K +12,475 +19%
RJA
23
Raymond James & Associates
Florida
$570K +$7.52K +974 +1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$506K -$53.5K -6,930 -10%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$442K +$201K +26,065 +87%