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 |
|---|---|---|---|---|---|
| Shaker Financial Services | 115k | $472k | -44% | Dec 2023 |
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| CoreCap Advisors | 40k | $165k | 0% | Dec 2023 |
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| Commonwealth Equity Services | 40k | $163k | -2% | Dec 2023 |
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| Marion Wealth Management | 18k | $79k | 3% | Mar 2024 |
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| Wells Fargo & Company | 16k | $65k | 0% | Dec 2023 |
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| Arkadios Wealth Advisors | 16k | $64k | 0% | Dec 2023 |
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| Dudley Capital Management | 14k | $57k | 0% | Dec 2023 |
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| Advisor Group Holdings | 13k | $55k | -1% | Dec 2023 |
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| Landscape Capital Management | 12k | $49k | 100% | Dec 2023 |
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| Roberta J. Maue | 11k | $46k | 100% | Dec 2023 |
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| Commonwealth Financial Services | 10k | $41k | 0% | Dec 2023 |
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| UBS Group | 6.6k | $27k | 15% | Dec 2023 |
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| Wolverine Asset Management | 6.4k | $26k | -43% | Dec 2023 |
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| Hollencrest Securities | 2.0k | $8.2k | 0% | Dec 2023 |
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| Clean Yield Group | 1.3k | $5.4k | 0% | Dec 2023 |
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Who sold out of MFS Special Value Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kingswood Wealth Advisors | Dec 2023 | 15k | $169k |
| Raymond James & Associates | Dec 2023 | 11k | $45k |