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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
$39.4M +$2.52M +294,772 +7%
PPA
2
Parametric Portfolio Associates
Washington
$25.8M +$340K +39,719 +1%
Bank of America
3
Bank of America
North Carolina
$4.79M +$111K +13,015 +2%
Invesco
4
Invesco
Georgia
$4.01M -$170K -19,845 -4%
Wells Fargo
5
Wells Fargo
California
$2.85M +$78K +9,113 +3%
UBS Group
6
UBS Group
Switzerland
$2.48M +$4.37K +510 +0.2%
SIA
7
Sit Investment Associates
Minnesota
$1.98M -$4.91M -573,251 -71%
LPL Financial
8
LPL Financial
California
$1.79M +$25.1K +2,936 +1%
CF
9
Centaurus Financial
California
$1.77M -$59.8K -6,988 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.69M -$149K -17,371 -8%
Truist Financial
11
Truist Financial
North Carolina
$1.69M -$149K -17,371 -8%
Stifel Financial
12
Stifel Financial
Missouri
$1.15M -$16.9K -1,978 -1%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.15M +$3.71K +433 +0.3%
NA
14
NewEdge Advisors
Louisiana
$1.03M +$1.03M +120,383 New
CA
15
CoreCap Advisors
Michigan
$1.02M +$1.02M +119,260 New
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$797K -$17.3K -2,025 -2%
KAS
17
Kestra Advisory Services
Texas
$746K +$50.5K +5,899 +7%
SFPG
18
Stonebridge Financial Planning Group
Florida
$631K -$27.2K -3,180 -4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$619K -$8K -934 -1%
WS
20
Wedbush Securities
California
$596K +$45.6K +5,322 +8%
9WM
21
9258 Wealth Management
Ohio
$580K -$14.8K -1,731 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$571K +$151K +17,676 +36%
Osaic Holdings
23
Osaic Holdings
Arizona
$495K +$13.8K +1,607 +3%
RJA
24
Raymond James & Associates
Florida
$398K -$23.5K -2,744 -6%
FAG
25
Fortitude Advisory Group
Washington
$371K +$373K +43,525 New
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