Institutional Ownership Mfs Special Value Trust (MFV)
This table provides information about the institutional ownership of Mfs Special Value Trust (MFV). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 473,659 shares, which have been reported (via 13F filing form) to have a value of $0.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Css LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
78,380
shares
|
$0
0.04% of portfolio
|
Q1 2024
New holding
|
|
Quarry LP
New York, NY |
May 15, 2024 Q1 2024 |
74,522
shares
|
$0
0.06% of portfolio
|
Q1 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
40,220
shares
|
$0
0.01% of portfolio
|
Q3 2023
Reduced 19.75%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
39,062
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 2.23%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
32,691
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 16.6%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
30,531
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.68%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
28,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 36.94%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
21,600
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Almitas Capital LLC
Santa Monica, CA |
May 14, 2024 Q1 2024 |
18,154
shares
|
$0
0.04% of portfolio
|
Q1 2024
New holding
|
|
Marion Wealth Management
|
Apr 08, 2024 Q1 2024 |
17,668
shares
|
$0
0.02% of portfolio
|
Q1 2024
Added 3.47%
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
15,571
shares
|
$0
0.01% of portfolio
|
Q3 2023
New holding
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 13, 2024 Q1 2024 |
14,000
shares
|
$0
0.04% of portfolio
|
Q4 2022
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
13,444
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 1.1%
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
May 10, 2024 Q1 2024 |
11,437
shares
|
$0
0.02% of portfolio
|
Q1 2024
New holding
|
|
Jag Capital Management, LLC
|
May 01, 2024 Q1 2024 |
11,307
shares
|
$0
0.01% of portfolio
|
Q1 2024
Added 0.68%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 14, 2024 Q1 2024 |
10,000
shares
|
$0
0.01% of portfolio
|
Q3 2023
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
8,010
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 14.18%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
4,934
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 25.13%
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
2,000
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
Clean Yield Group
|
May 29, 2024 Q1 2024 |
1,325
shares
|
$0
0.0% of portfolio
|
Q4 2021
New holding
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 14, 2024 Q1 2024 |
802
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 99.99%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|