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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
$50.8M +$230K +36,278 +0.4%
SIA
2
Sit Investment Associates
Minnesota
$25M +$3.53M +557,205 +16%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.99M
Invesco
4
Invesco
Georgia
$3.09M -$202K -31,907 -6%
SFS
5
Shaker Financial Services
Virginia
$2.51M +$155K +24,526 +7%
Bank of America
6
Bank of America
North Carolina
$2.32M +$64K +10,107 +3%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$2.22M -$554K -87,616 -20%
Wells Fargo
8
Wells Fargo
California
$1.32M +$441K +69,758 +49%
RP
9
Riverbridge Partners
Minnesota
$1.21M +$579K +91,541 +90%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$850K -$328K -51,771 -28%
Stifel Financial
11
Stifel Financial
Missouri
$751K -$283K -44,723 -27%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$736K -$10.3K -1,632 -1%
UBS Group
13
UBS Group
Switzerland
$710K -$56.4K -8,906 -7%
NA
14
NewEdge Advisors
Louisiana
$706K -$25.3K -4,000 -3%
Raymond James Financial
15
Raymond James Financial
Florida
$657K -$29.8K -4,709 -4%
KAS
16
Kestra Advisory Services
Texas
$636K -$39.6K -6,254 -6%
ATS
17
Ashton Thomas Securities
New York
$556K +$127K +20,000 +29%
HighTower Advisors
18
HighTower Advisors
Illinois
$527K -$92.4K -14,596 -15%
LPL Financial
19
LPL Financial
California
$525K -$320K -50,577 -38%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$465K +$633 +100 +0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$413K -$44.4K -7,009 -10%
FAG
22
Fortitude Advisory Group
Washington
$359K
LSC
23
Logan Stone Capital
Illinois
$338K +$341K +53,958 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$321K +$209K +32,979 +181%
SFPG
25
Stonebridge Financial Planning Group
Florida
$319K +$601 +95 +0.2%