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MCR

MFS Charter Income Trust

Delisted

MCR was delisted on the 18th of June, 2026.

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$51.9M +$1.28M +211,822 +3%
SIA
2
Sit Investment Associates
Minnesota
$8.69M +$655K +108,602 +9%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$6.87M +$151K +25,000 +2%
Invesco
4
Invesco
Georgia
$3.25M +$74.2K +12,299 +3%
Wells Fargo
5
Wells Fargo
California
$2.62M +$360K +59,657 +17%
SFS
6
Shaker Financial Services
Virginia
$1.97M +$521K +86,354 +40%
Bank of America
7
Bank of America
North Carolina
$1.56M +$1.25K +208 +0.1%
UBS Group
8
UBS Group
Switzerland
$1.49M -$148K -24,606 -10%
LPL Financial
9
LPL Financial
California
$1.43M -$378K -62,672 -22%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.01M -$37.4K -6,203 -4%
NA
11
NewEdge Advisors
Louisiana
$922K +$88.1K +14,610 +11%
Stifel Financial
12
Stifel Financial
Missouri
$863K -$13.2K -2,196 -2%
HighTower Advisors
13
HighTower Advisors
Illinois
$848K -$68.1K -11,286 -8%
KAS
14
Kestra Advisory Services
Texas
$623K +$2.18K +362 +0.4%
PGFC
15
Peapack-Gladstone Financial Corp
New Jersey
$551K -$18.4K -3,059 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$524K +$31.2K +5,175 +7%
SFPG
17
Stonebridge Financial Planning Group
Florida
$461K -$14.9K -2,473 -3%
LCM
18
Landscape Capital Management
New Jersey
$439K +$242K +40,125 +144%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$433K +$15.1K +2,500 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$383K -$175K -29,019 -33%
FAG
21
Fortitude Advisory Group
Washington
$365K +$66 +11 +0%
CA
22
CoreCap Advisors
Michigan
$331K
RJA
23
Raymond James & Associates
Florida
$320K -$10.7K -1,776 -3%
9WM
24
9258 Wealth Management
Ohio
$235K -$28.7K -4,763 -12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$224K