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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
$51.5M +$583K +91,576 +1%
SIA
2
Sit Investment Associates
Minnesota
$9.34M +$813K +127,760 +10%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.36M +$628K +98,589 +9%
Invesco
4
Invesco
Georgia
$3.06M -$133K -20,956 -4%
SFS
5
Shaker Financial Services
Virginia
$3.02M +$1.09M +171,496 +56%
Wells Fargo
6
Wells Fargo
California
$1.71M -$859K -134,952 -33%
Bank of America
7
Bank of America
North Carolina
$1.55M +$18.4K +2,887 +1%
LPL Financial
8
LPL Financial
California
$1.26M -$148K -23,298 -11%
UBS Group
9
UBS Group
Switzerland
$1.06M -$406K -63,754 -28%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.04M +$48.2K +7,576 +5%
Stifel Financial
11
Stifel Financial
Missouri
$955K +$108K +16,989 +13%
HighTower Advisors
12
HighTower Advisors
Illinois
$855K +$21.3K +3,346 +3%
NA
13
NewEdge Advisors
Louisiana
$839K -$73.3K -11,510 -8%
KAS
14
Kestra Advisory Services
Texas
$643K +$31.6K +4,957 +5%
PGFC
15
Peapack-Gladstone Financial Corp
New Jersey
$524K -$16.6K -2,607 -3%
SFPG
16
Stonebridge Financial Planning Group
Florida
$453K +$834 +131 +0.2%
LCM
17
Landscape Capital Management
New Jersey
$444K +$12.7K +1,999 +3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$437K +$12.1K +1,900 +3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$415K -$99.3K -15,607 -19%
FAG
20
Fortitude Advisory Group
Washington
$358K – – –
Osaic Holdings
21
Osaic Holdings
Arizona
$358K -$17.6K -2,771 -5%
CA
22
CoreCap Advisors
Michigan
$301K -$23.4K -3,675 -7%
RJA
23
Raymond James & Associates
Florida
$271K -$43.3K -6,810 -14%
9WM
24
9258 Wealth Management
Ohio
$232K +$967 +152 +0.4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$216K -$4.1K -644 -2%
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