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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
$33.3M +$1.83M +211,416 +6%
PPA
2
Parametric Portfolio Associates
Washington
$24.3M +$18.3M +2,113,243 +290%
SIA
3
Sit Investment Associates
Minnesota
$21.3M -$966K -111,360 -4%
Wells Fargo
4
Wells Fargo
California
$3.91M -$1.06M -121,946 -21%
Invesco
5
Invesco
Georgia
$3.83M -$601K -69,241 -13%
Bank of America
6
Bank of America
North Carolina
$3.77M +$45.4K +5,238 +1%
UBS Group
7
UBS Group
Switzerland
$2.2M +$174K +20,060 +8%
CF
8
Centaurus Financial
California
$1.88M +$72.6K +8,375 +4%
LPL Financial
9
LPL Financial
California
$1.5M +$119K +13,669 +8%
Stifel Financial
10
Stifel Financial
Missouri
$1.35M -$84.8K -9,774 -6%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.15M +$17.3K +2,000 +2%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$980K +$45.3K +5,224 +5%
PGFC
13
Peapack-Gladstone Financial Corp
New Jersey
$816K +$829K +95,537 New
SFPG
14
Stonebridge Financial Planning Group
Florida
$758K -$16K -1,839 -2%
9WM
15
9258 Wealth Management
Ohio
$664K -$17.2K -1,980 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$633K -$5.86K -676 -0.9%
Osaic Holdings
17
Osaic Holdings
Arizona
$548K +$14.4K +1,656 +3%
KAS
18
Kestra Advisory Services
Texas
$528K +$21.3K +2,460 +4%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$467K +$125K +14,375 +36%
RJA
20
Raymond James & Associates
Florida
$439K -$8.45K -974 -2%
IAIM
21
International Assets Investment Management
Florida
$402K +$249K +28,755 +162%
WW
22
Waterfront Wealth
Kansas
$384K +$392K +45,176 New
SPIA
23
Steward Partners Investment Advisory
New York
$379K +$385K +44,430 New
DAS
24
Dynamic Advisor Solutions
Arizona
$374K -$328K -37,796 -46%
BFS
25
Bard Financial Services
Connecticut
$325K