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MCR

MFS Charter Income Trust
MCR

Delisted

MCR was delisted on the 18th of June, 2026.

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Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.7M +$1.61M +184,208 +5%
PPA
2
Parametric Portfolio Associates
Washington
$25.2M +$316K +36,184 +1%
SIA
3
Sit Investment Associates
Minnesota
$13.3M -$8.42M -964,044 -39%
TAF
4
Tredje AP-fonden
Sweden
$5.22M +$63.2K +7,236 New
Invesco
5
Invesco
Georgia
$4.43M +$505K +57,858 +13%
Bank of America
6
Bank of America
North Carolina
$4.16M +$295K +33,774 +8%
Wells Fargo
7
Wells Fargo
California
$2.92M -$1.09M -124,445 -27%
UBS Group
8
UBS Group
Switzerland
$2.39M +$137K +15,722 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.27M +$2.27M +259,543 New
Truist Financial
10
Truist Financial
North Carolina
$2.26M +$2.26M +258,494 New
CF
11
Centaurus Financial
California
$1.89M -$34.4K -3,939 -2%
LPL Financial
12
LPL Financial
California
$1.61M +$75K +8,586 +5%
Stifel Financial
13
Stifel Financial
Missouri
$1.36M -$26.3K -3,007 -2%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.17M -$5.63K -644 -0.5%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$1.06M +$55K +6,297 +5%
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$835K – – –
SFPG
17
Stonebridge Financial Planning Group
Florida
$743K -$42.3K -4,843 -5%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$737K +$260K +29,704 +54%
KAS
19
Kestra Advisory Services
Texas
$673K +$133K +15,211 +25%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$648K +$114 +13 +0%
9WM
21
9258 Wealth Management
Ohio
$628K -$51.7K -5,914 -8%
Osaic Holdings
22
Osaic Holdings
Arizona
$501K -$60.5K -6,927 -11%
RJA
23
Raymond James & Associates
Florida
$448K -$1.65K -189 -0.4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$426K +$95.3K +10,903 +29%
BFS
25
Bard Financial Services
Connecticut
$332K – – –
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