Purchases and Sales Made in Q3 2022 in Mfs Special Value Trust (MFV)
This table provides information about the institutional ownership of Mfs Special Value Trust (MFV) during Q3 2022. The information is specifically focused on institutions that hold shares of MFS SPECIAL VALUE TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
110KNew |
$465K - $546K
|
110K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.8K+ 49.06% |
$58.4K - $68.6K
|
41.9K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.5KNew |
$48.8K - $57.3K
|
11.5K
$0
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.95K+ 20.85% |
$16.7K - $19.7K
|
22.9K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
3.69K+ 21.5% |
$15.6K - $18.4K
|
20.8K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.59K+ 9.44% |
$15.2K - $17.9K
|
41.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.4K+ 8.64% |
$5.94K - $6.97K
|
17.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
285+ 0.72% |
$1.21K - $1.42K
|
39.7K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
133+ 0.81% |
$564 - $662
|
16.5K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
16+ 0.16% |
$67.8 - $79.7
|
9.84K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.4K- 8.78% |
$10.2K - $12K
|
24.9K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.4K- 19.66% |
$61K - $71.6K
|
58.7K
$0
|