Who owns MFS Special Value Trust?
- Ticker: MFV
- CUSIP Number: 55274E102
Tip: Access positions for across all investors
Analyze quarterly positions in MFS Special Value Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of MFS Special Value Trust stock
Who bought or sold MFS Special Value Trust this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| CSS | 78k | $349k | 100% | Mar 2024 |
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| Quarry | 75k | $332k | 100% | Mar 2024 |
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| CoreCap Advisors | 40k | $165k | 0% | Dec 2023 |
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| Commonwealth Equity Services | 39k | $174k | -2% | Mar 2024 |
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| LPL Financial | 33k | $146k | -51% | Mar 2024 |
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| Susquehanna International | 31k | $136k | 191% | Mar 2024 |
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| Goss Wealth Management | 28k | $125k | -7% | Mar 2024 |
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| Citadel Advisors | 22k | $96k | 100% | Mar 2024 |
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| Almitas Capital | 18k | $81k | 100% | Mar 2024 |
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| Marion Wealth Management | 18k | $79k | 3% | Mar 2024 |
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| Arkadios Wealth Advisors | 16k | $69k | 0% | Mar 2024 |
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| Dudley Capital Management | 14k | $62k | 0% | Mar 2024 |
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| Advisor Group Holdings | 13k | $60k | 0% | Mar 2024 |
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| Brooklyn Capital Management | 11k | $51k | 100% | Mar 2024 |
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| Roberta J. Maue | 11k | $50k | 1% | Mar 2024 |
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| Commonwealth Financial Services | 10k | $41k | 0% | Dec 2023 |
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| Morgan Stanley | 8.0k | $36k | -14% | Mar 2024 |
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| UBS Group | 4.9k | $22k | -25% | Mar 2024 |
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| Hollencrest Securities | 2.0k | $8.9k | 0% | Mar 2024 |
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| Clean Yield Group | 1.3k | $5.9k | 0% | Mar 2024 |
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| HHM Wealth Advisors | 802.00 | $3.6k | 0% | Mar 2024 |
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| Wells Fargo & Company | 1.00 | $6.000000 | -100% | Mar 2024 |
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| FMR | 1.00 | $4.000000 | 100% | Mar 2024 |
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Who sold out of MFS Special Value Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Shaker Financial Services | Dec 2023 | 115k | $472k |
| Kingswood Wealth Advisors | Dec 2023 | 15k | $169k |
| Landscape Capital Management | Dec 2023 | 12k | $49k |
| Raymond James & Associates | Dec 2023 | 11k | $45k |
| Wolverine Asset Management | Dec 2023 | 6.4k | $26k |