Latest Institutional Purchases of Mfs Special Value Trust (MFV)
This list provides information on the latest institutional transactions involving Mfs Special Value Trust (MFV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q1 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
146KNew |
$592K - $649K
|
146K
$0
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
78.4KNew |
$318K - $349K
|
78.4K
$0
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
74.5KNew |
$303K - $332K
|
74.5K
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
40.2KNew |
$163K - $179K
|
40.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.6KNew |
$87.7K - $96.1K
|
21.6K
$0
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
18.2KNew |
$73.7K - $80.8K
|
18.2K
$0
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
11.4KNew |
$46.4K - $50.9K
|
11.4K
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.01KNew |
$32.5K - $35.6K
|
8.01K
$0
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
593+ 3.47% |
$2.41K - $2.64K
|
17.7K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
207+ 0.68% |
$840 - $921
|
30.5K
$0
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
76+ 0.68% |
$309 - $338
|
11.3K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15KNew |
$57K - $62.7K
|
15K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12KNew |
$45.5K - $50K
|
12K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.66KNew |
$21.5K - $23.7K
|
5.66K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.65KNew |
$13.9K - $15.3K
|
3.65K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
99+ 0.92% |
$376 - $414
|
10.9K
$0
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.6KNew |
$60.6K - $66K
|
15.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10KNew |
$38.9K - $42.4K
|
10K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.95KNew |
$23.7K - $25.9K
|
5.95K
$0
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
802New |
$3.28K - $3.75K
|
802
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
137K+ 125.39% |
$570K - $613K
|
247K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
14KNew |
$58.1K - $62.4K
|
14K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
12.6KNew |
$52.2K - $56.1K
|
12.6K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2KNew |
$8.3K - $8.92K
|
2K
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
56New |
$264 - $361
|
56
$0
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
1.33KNew |
$8.67K - $9.17K
|
1.33K
$0
|
|