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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
$50.7M +$108K +17,416 +0.2%
SIA
2
Sit Investment Associates
Minnesota
$7.18M +$426K +68,693 +6%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$4.44M +$1.36M +219,829 +45%
Invesco
4
Invesco
Georgia
$3.14M +$507K +81,727 +20%
Wells Fargo
5
Wells Fargo
California
$2.31M -$283K -45,576 -11%
LPL Financial
6
LPL Financial
California
$1.9M +$119K +19,164 +7%
UBS Group
7
UBS Group
Switzerland
$1.66M -$85K -13,702 -5%
Bank of America
8
Bank of America
North Carolina
$1.49M +$50.6K +8,149 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1M +$38.6K +6,216 +4%
NA
10
NewEdge Advisors
Louisiana
$987K +$53.8K +8,675 +6%
HighTower Advisors
11
HighTower Advisors
Illinois
$953K +$133K +21,472 +17%
Stifel Financial
12
Stifel Financial
Missouri
$766K +$14.7K +2,371 +2%
CA
13
CoreCap Advisors
Michigan
$675K +$663K +106,910 New
SFS
14
Shaker Financial Services
Virginia
$662K +$523K +84,255 +406%
KAS
15
Kestra Advisory Services
Texas
$604K +$38.1K +6,147 +7%
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$558K -$2.58K -415 -0.5%
SFPG
17
Stonebridge Financial Planning Group
Florida
$472K +$769 +124 +0.2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$407K – – –
RJA
19
Raymond James & Associates
Florida
$347K +$62.5K +10,065 +22%
Osaic Holdings
20
Osaic Holdings
Arizona
$346K +$15.5K +2,504 +5%
FAG
21
Fortitude Advisory Group
Washington
$341K +$35.9K +5,782 +12%
WAM
22
Wolverine Asset Management
Illinois
$289K +$203K +32,726 +251%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$269K -$10.9K -1,754 -4%
9WM
24
9258 Wealth Management
Ohio
$259K -$14K -2,253 -5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$234K -$11.1K -1,784 -5%
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