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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
$24.7M -$1.11M -138,082 -4%
SIA
2
Sit Investment Associates
Minnesota
$13.1M +$1.87M +231,782 +15%
PPA
3
Parametric Portfolio Associates
Washington
$5.58M +$313K +38,871 +5%
Invesco
4
Invesco
Georgia
$5.46M +$500K +62,077 +9%
1CP
5
1607 Capital Partners
Virginia
$4.47M -$5.27M -654,481 -52%
Wells Fargo
6
Wells Fargo
California
$4.1M +$1.89M +234,945 +74%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$3.15M +$807K +100,300 +31%
Bank of America
8
Bank of America
North Carolina
$2.93M +$1.95M +241,921 +157%
SCM
9
Saba Capital Management
New York
$1.81M +$1.97M +245,185 New
RVPG
10
Relative Value Partners Group
$1.63M -$2.97M -369,683 -63%
UBS Group
11
UBS Group
Switzerland
$1.44M +$106K +13,221 +7%
LPL Financial
12
LPL Financial
California
$1.09M +$139K +17,321 +13%
Stifel Financial
13
Stifel Financial
Missouri
$1.02M -$35.7K -4,441 -3%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$904K -$69.9K -8,692 -7%
HighTower Advisors
15
HighTower Advisors
Illinois
$874K -$89.1K -11,070 -9%
RJA
16
Raymond James & Associates
Florida
$822K +$340K +42,308 +62%
PVWM
17
Point View Wealth Management
New Jersey
$767K -$72.3K -8,982 -8%
9WM
18
9258 Wealth Management
Ohio
$766K -$134K -16,707 -14%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$734K +$2.04K +253 +0.3%
SFPG
20
Stonebridge Financial Planning Group
Florida
$684K -$22.8K -2,838 -3%
CF
21
Centaurus Financial
California
$640K -$205K -25,506 -23%
Osaic Holdings
22
Osaic Holdings
Arizona
$548K +$598K +74,255 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$381K -$88.3K -10,968 -18%
GC
24
Guggenheim Capital
Illinois
$351K -$13K -1,619 -3%
DAS
25
Dynamic Advisor Solutions
Arizona
$312K -$18K -2,236 -5%