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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
$32.3M +$482K +57,428 +2%
SIA
2
Sit Investment Associates
Minnesota
$22.8M -$4.73M -564,720 -18%
PPA
3
Parametric Portfolio Associates
Washington
$6.39M +$149K +17,752 +2%
Wells Fargo
4
Wells Fargo
California
$5.09M +$203K +24,228 +4%
Invesco
5
Invesco
Georgia
$4.54M +$78.5K +9,361 +2%
Bank of America
6
Bank of America
North Carolina
$3.83M +$34.5K +4,120 +1%
UBS Group
7
UBS Group
Switzerland
$2.08M +$112K +13,383 +6%
CF
8
Centaurus Financial
California
$1.86M +$16.8K +2,000 +1%
Stifel Financial
9
Stifel Financial
Missouri
$1.48M +$306K +36,478 +28%
LPL Financial
10
LPL Financial
California
$1.42M +$118K +14,105 +10%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.16M +$13.5K +1,609 +1%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$961K -$19.1K -2,280 -2%
PVWM
13
Point View Wealth Management
New Jersey
$848K -$37.1K -4,428 -4%
SFPG
14
Stonebridge Financial Planning Group
Florida
$796K +$1.35K +161 +0.2%
SFS
15
Shaker Financial Services
Virginia
$761K +$150K +17,913 +26%
DAS
16
Dynamic Advisor Solutions
Arizona
$715K +$109K +13,003 +19%
9WM
17
9258 Wealth Management
Ohio
$699K -$32.7K -3,895 -5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$656K -$15.9K -1,900 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$550K +$15.6K +1,857 +3%
KAS
20
Kestra Advisory Services
Texas
$515K +$4.66K +556 +0.9%
RJA
21
Raymond James & Associates
Florida
$460K -$96.3K -11,486 -18%
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$353K +$96.4K +11,500 +40%
BFS
23
Bard Financial Services
Connecticut
$333K +$319K +38,000 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$318K +$19.7K +2,345 +7%
AWG
25
Altus Wealth Group
Colorado
$290K +$277K +33,065 New