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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 +$1.85M +240,883 +5%
PPA
2
Parametric Portfolio Associates
Washington
$21.7M -$502K -65,547 -2%
Bank of America
3
Bank of America
North Carolina
$4.24M +$117K +15,278 +3%
Invesco
4
Invesco
Georgia
$3.25M -$214K -27,885 -6%
Wells Fargo
5
Wells Fargo
California
$2.42M -$41K -5,352 -2%
UBS Group
6
UBS Group
Switzerland
$2.21M +$74K +9,664 +3%
LPL Financial
7
LPL Financial
California
$1.71M +$174K +22,768 +11%
SIA
8
Sit Investment Associates
Minnesota
$1.52M -$194K -25,282 -11%
CF
9
Centaurus Financial
California
$1.42M -$113K -14,709 -7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.11M +$646K +84,306 +126%
NA
11
NewEdge Advisors
Louisiana
$1.04M +$166K +21,705 +18%
HighTower Advisors
12
HighTower Advisors
Illinois
$980K -$8.3K -1,083 -0.8%
Stifel Financial
13
Stifel Financial
Missouri
$971K -$23.5K -3,067 -2%
CA
14
CoreCap Advisors
Michigan
$867K -$8.62K -1,125 -0.9%
PGFC
15
Peapack-Gladstone Financial Corp
New Jersey
$686K – – –
KAS
16
Kestra Advisory Services
Texas
$645K +$2.64K +345 +0.4%
RJA
17
Raymond James & Associates
Florida
$632K +$301K +39,317 +84%
SFPG
18
Stonebridge Financial Planning Group
Florida
$570K -$14.7K -1,915 -2%
SFS
19
Shaker Financial Services
Virginia
$541K +$455K +59,422 +416%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$537K +$3.49K +455 +0.6%
WAM
21
Wolverine Asset Management
Illinois
$505K +$528K +68,929 New
9WM
22
9258 Wealth Management
Ohio
$502K +$2.96K +387 +0.6%
WS
23
Wedbush Securities
California
$499K -$15.1K -1,971 -3%
Osaic Holdings
24
Osaic Holdings
Arizona
$433K +$6.13K +800 +1%
CAN
25
Cetera Advisor Networks
California
$337K +$352K +45,900 New
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