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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
$49.8M -$339K -53,546 -0.7%
SIA
2
Sit Investment Associates
Minnesota
$15.4M +$2.34M +370,040 +18%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$10M -$1.11M -175,319 -10%
Invesco
4
Invesco
Georgia
$3.22M -$341K -53,825 -9%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.68M +$797K +125,831 +42%
GA
6
GraniteShares Advisors
New York
$2.58M +$158K +24,920 +6%
Bank of America
7
Bank of America
North Carolina
$2.09M +$260K +41,086 +14%
SFS
8
Shaker Financial Services
Virginia
$1.97M +$836 +132 +0%
Stifel Financial
9
Stifel Financial
Missouri
$1.08M -$57.8K -9,129 -5%
Wells Fargo
10
Wells Fargo
California
$1.01M -$112K -17,755 -10%
LPL Financial
11
LPL Financial
California
$931K +$1.36K +215 +0.1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$870K +$79.8K +12,594 +10%
NA
13
NewEdge Advisors
Louisiana
$720K -$20.3K -3,200 -3%
Raymond James Financial
14
Raymond James Financial
Florida
$716K -$46.6K -7,349 -6%
KAS
15
Kestra Advisory Services
Texas
$695K +$31.9K +5,039 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$681K +$107K +16,926 +18%
HighTower Advisors
17
HighTower Advisors
Illinois
$649K -$9.5K -1,500 -1%
RP
18
Riverbridge Partners
Minnesota
$601K +$60.4K +9,533 +11%
UBS Group
19
UBS Group
Switzerland
$584K -$27.8K -4,384 -4%
FAG
20
Fortitude Advisory Group
Washington
$343K – – –
ATS
21
Ashton Thomas Securities
New York
$336K – – –
SFPG
22
Stonebridge Financial Planning Group
Florida
$333K +$887 +140 +0.3%
Osaic Holdings
23
Osaic Holdings
Arizona
$324K +$90.7K +14,320 +38%
CIA
24
Concurrent Investment Advisors
Florida
$267K +$6.1K +963 +2%
CA
25
CoreCap Advisors
Michigan
$264K -$21.2K -3,350 -7%
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