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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 +$64.7K +7,770 +0.2%
SIA
2
Sit Investment Associates
Minnesota
$12.9M +$225K +27,047 +2%
1CP
3
1607 Capital Partners
Virginia
$10.6M -$2.58M -309,857 -20%
PPA
4
Parametric Portfolio Associates
Washington
$6.02M +$296K +35,543 +5%
Invesco
5
Invesco
Georgia
$5.69M +$23.1K +2,776 +0.4%
RVPG
6
Relative Value Partners Group
$4.97M -$3.14M -376,819 -39%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$2.74M +$1.34M +161,285 +98%
Wells Fargo
8
Wells Fargo
California
$2.69M -$31.6K -3,791 -1%
SFS
9
Shaker Financial Services
Virginia
$1.97M +$597K +71,637 +44%
CCIM
10
Chapwood Capital Investment Management
Texas
$1.63M +$1.62M +194,099 New
UBS Group
11
UBS Group
Switzerland
$1.53M +$58.6K +7,033 +4%
Bank of America
12
Bank of America
North Carolina
$1.3M -$1.64M -196,749 -56%
Stifel Financial
13
Stifel Financial
Missouri
$1.2M +$58.4K +7,005 +5%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$1.1M -$39.4K -4,733 -3%
LPL Financial
15
LPL Financial
California
$1.1M +$89.5K +10,750 +9%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.09M +$16.7K +2,000 +2%
9WM
17
9258 Wealth Management
Ohio
$983K -$7.01K -841 -0.7%
PVWM
18
Point View Wealth Management
New Jersey
$949K -$7.95K -954 -0.8%
CF
19
Centaurus Financial
California
$943K -$36.8K -4,417 -4%
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$833K +$114K +13,714 +16%
SFPG
21
Stonebridge Financial Planning Group
Florida
$784K +$776K +93,123 New
RJA
22
Raymond James & Associates
Florida
$579K +$10.7K +1,284 +2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$526K +$46.4K +5,574 +10%
GC
24
Guggenheim Capital
Illinois
$414K -$3.1K -372 -0.8%
DAS
25
Dynamic Advisor Solutions
Arizona
$374K +$38.8K +4,656 +12%