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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
$28.8M +$1.1M +133,172 +4%
1CP
2
1607 Capital Partners
Virginia
$13M -$187K -22,600 -1%
SIA
3
Sit Investment Associates
Minnesota
$12.5M -$296K -35,716 -2%
RVPG
4
Relative Value Partners Group
$8.04M -$5.4M -652,744 -40%
PPA
5
Parametric Portfolio Associates
Washington
$5.64M +$1.37M +165,252 +32%
Invesco
6
Invesco
Georgia
$5.59M -$159K -19,264 -3%
Bank of America
7
Bank of America
North Carolina
$2.92M -$71.7K -8,660 -2%
Wells Fargo
8
Wells Fargo
California
$2.69M -$227K -27,446 -8%
UBS Group
9
UBS Group
Switzerland
$1.45M +$242K +29,258 +20%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$1.36M +$1.36M +163,787 New
SFS
11
Shaker Financial Services
Virginia
$1.34M +$931K +112,517 +228%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$1.13M -$14.6K -1,764 -1%
Stifel Financial
13
Stifel Financial
Missouri
$1.13M -$5.91K -714 -0.5%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.05M +$24.1K +2,908 +2%
LPL Financial
15
LPL Financial
California
$995K +$52.1K +6,300 +6%
9WM
16
9258 Wealth Management
Ohio
$977K -$15.8K -1,903 -2%
CF
17
Centaurus Financial
California
$967K -$33.8K -4,089 -3%
PVWM
18
Point View Wealth Management
New Jersey
$944K -$135K -16,344 -13%
LCM
19
Landscape Capital Management
New Jersey
$898K -$477K -57,616 -35%
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$708K -$265K -31,990 -27%
RJA
21
Raymond James & Associates
Florida
$561K +$11K +1,332 +2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$473K +$33.3K +4,017 +8%
GC
23
Guggenheim Capital
Illinois
$411K -$34.6K -4,178 -8%
SWM
24
SeaCrest Wealth Management
New York
$332K -$15.6K -1,890 -5%
DAS
25
Dynamic Advisor Solutions
Arizona
$330K +$73.1K +8,826 +29%