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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
$48.6M +$1.58M +247,999 +3%
SIA
2
Sit Investment Associates
Minnesota
$6.4M -$643K -100,985 -9%
Invesco
3
Invesco
Georgia
$2.74M -$637K -99,985 -18%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.73M +$637K +99,900 +29%
Wells Fargo
5
Wells Fargo
California
$2.48M +$296K +46,396 +13%
UBS Group
6
UBS Group
Switzerland
$1.82M -$8.27K -1,298 -0.4%
LPL Financial
7
LPL Financial
California
$1.72M +$129K +20,196 +8%
Bank of America
8
Bank of America
North Carolina
$1.4M +$180K +28,272 +14%
NA
9
NewEdge Advisors
Louisiana
$953K -$20.4K -3,200 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$927K -$9.24K -1,450 -1%
HighTower Advisors
11
HighTower Advisors
Illinois
$798K +$15.4K +2,412 +2%
Stifel Financial
12
Stifel Financial
Missouri
$734K +$1.89K +296 +0.2%
CA
13
CoreCap Advisors
Michigan
$712K – – –
KAS
14
Kestra Advisory Services
Texas
$576K +$30.4K +4,776 +5%
PGFC
15
Peapack-Gladstone Financial Corp
New Jersey
$546K – – –
CF
16
Centaurus Financial
California
$490K -$29.4K -4,612 -5%
SFPG
17
Stonebridge Financial Planning Group
Florida
$458K +$720 +113 +0.2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$417K -$4.88K -766 -1%
SFS
19
Shaker Financial Services
Virginia
$349K -$390K -61,263 -52%
Osaic Holdings
20
Osaic Holdings
Arizona
$328K +$41.1K +6,450 +14%
RJA
21
Raymond James & Associates
Florida
$324K -$376K -59,049 -53%
FAG
22
Fortitude Advisory Group
Washington
$292K +$8.14K +1,277 +3%
9WM
23
9258 Wealth Management
Ohio
$292K -$94.3K -14,806 -24%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$271K +$16.2K +2,541 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$244K +$8.78K +1,378 +4%
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