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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
$51.8M -$279K -43,711 -0.5%
SIA
2
Sit Investment Associates
Minnesota
$22.1M +$3.95M +619,496 +22%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$8.19M -$2.06M -323,077 -20%
Invesco
4
Invesco
Georgia
$3.37M +$45.2K +7,093 +1%
GA
5
GraniteShares Advisors
New York
$3.09M +$270K +42,364 +10%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$2.83M +$368K +57,658 +15%
SFS
7
Shaker Financial Services
Virginia
$2.42M +$223K +34,958 +10%
Bank of America
8
Bank of America
North Carolina
$2.32M +$164K +25,787 +8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.2M +$306K +47,941 +34%
Stifel Financial
10
Stifel Financial
Missouri
$1.06M +$49.6K +7,784 +5%
Wells Fargo
11
Wells Fargo
California
$906K -$106K -16,668 -11%
LPL Financial
12
LPL Financial
California
$862K -$22.6K -3,543 -3%
UBS Group
13
UBS Group
Switzerland
$784K +$207K +32,395 +36%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$764K +$121K +19,017 +19%
NA
15
NewEdge Advisors
Louisiana
$748K +$25.2K +3,945 +4%
Raymond James Financial
16
Raymond James Financial
Florida
$703K -$5.45K -854 -0.8%
KAS
17
Kestra Advisory Services
Texas
$691K -$19.9K -3,114 -3%
RP
18
Riverbridge Partners
Minnesota
$654K +$14.5K +2,280 +2%
HighTower Advisors
19
HighTower Advisors
Illinois
$634K -$34.7K -5,437 -5%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$475K +$472K +73,988 New
Osaic Holdings
21
Osaic Holdings
Arizona
$466K +$11.1K +1,734 +2%
ATS
22
Ashton Thomas Securities
New York
$409K +$95.7K +15,000 +28%
FAG
23
Fortitude Advisory Group
Washington
$367K
SFPG
24
Stonebridge Financial Planning Group
Florida
$326K -$15.4K -2,419 -5%
CA
25
CoreCap Advisors
Michigan
$270K