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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
$51M -$881K -138,869 -2%
SIA
2
Sit Investment Associates
Minnesota
$13.3M +$3.11M +489,759 +31%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$11.3M +$774K +122,018 +7%
Invesco
4
Invesco
Georgia
$3.62M +$338K +53,369 +10%
GA
5
GraniteShares Advisors
New York
$2.46M +$2.45M +386,254 New
SFS
6
Shaker Financial Services
Virginia
$2M -$851K -134,228 -30%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$1.92M +$472K +74,457 +33%
Bank of America
8
Bank of America
North Carolina
$1.86M +$66.1K +10,417 +4%
Stifel Financial
9
Stifel Financial
Missouri
$1.15M +$7.18K +1,132 +0.6%
Wells Fargo
10
Wells Fargo
California
$1.14M +$171K +26,907 +18%
LPL Financial
11
LPL Financial
California
$946K -$19.6K -3,083 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$805K +$30.1K +4,747 +4%
Raymond James Financial
13
Raymond James Financial
Florida
$776K +$771K +121,595 New
NA
14
NewEdge Advisors
Louisiana
$753K -$41.9K -6,600 -5%
KAS
15
Kestra Advisory Services
Texas
$675K +$247 +39 +0%
HighTower Advisors
16
HighTower Advisors
Illinois
$670K -$51.4K -8,100 -7%
UBS Group
17
UBS Group
Switzerland
$622K -$110K -17,327 -15%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$585K +$161K +25,426 +38%
RP
19
Riverbridge Partners
Minnesota
$551K +$304K +47,909 +124%
LCM
20
Landscape Capital Management
New Jersey
$384K -$413K -65,076 -52%
FAG
21
Fortitude Advisory Group
Washington
$365K
ATS
22
Ashton Thomas Securities
New York
$342K +$56.4K +8,900 +20%
SFPG
23
Stonebridge Financial Planning Group
Florida
$338K +$26.3K +4,142 +8%
PGFC
24
Peapack-Gladstone Financial Corp
New Jersey
$315K -$104K -16,426 -25%
CA
25
CoreCap Advisors
Michigan
$290K -$10.1K -1,600 -3%