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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
$45.7M -$1.3M -212,114 -3%
SIA
2
Sit Investment Associates
Minnesota
$7.23M +$603K +98,564 +9%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$6.07M +$2.05M +334,345 +48%
Invesco
4
Invesco
Georgia
$2.87M -$37.8K -6,182 -1%
Wells Fargo
5
Wells Fargo
California
$2.02M -$126K -20,527 -6%
LPL Financial
6
LPL Financial
California
$1.66M -$103K -16,848 -6%
UBS Group
7
UBS Group
Switzerland
$1.49M -$46K -7,527 -3%
Bank of America
8
Bank of America
North Carolina
$1.41M +$36K +5,879 +2%
SFS
9
Shaker Financial Services
Virginia
$1.28M +$695K +113,580 +108%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$954K +$25.6K +4,179 +3%
HighTower Advisors
11
HighTower Advisors
Illinois
$834K -$52.8K -8,626 -6%
Stifel Financial
12
Stifel Financial
Missouri
$795K +$87.9K +14,366 +12%
NA
13
NewEdge Advisors
Louisiana
$756K -$166K -27,100 -17%
KAS
14
Kestra Advisory Services
Texas
$562K +$2.23K +365 +0.4%
PGFC
15
Peapack-Gladstone Financial Corp
New Jersey
$517K – – –
Osaic Holdings
16
Osaic Holdings
Arizona
$516K +$205K +33,443 +61%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$444K +$204K +33,287 +78%
SFPG
18
Stonebridge Financial Planning Group
Florida
$432K -$5.33K -872 -1%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$377K – – –
FAG
20
Fortitude Advisory Group
Washington
$330K +$14.3K +2,338 +4%
RJA
21
Raymond James & Associates
Florida
$300K -$23K -3,755 -7%
CA
22
CoreCap Advisors
Michigan
$299K -$341K -55,725 -52%
9WM
23
9258 Wealth Management
Ohio
$241K +$765 +125 +0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$203K -$14.4K -2,362 -6%
AWG
25
Altus Wealth Group
Colorado
$178K -$3.53K -577 -2%
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