MFS Special Value Trust (MFV) Institutional Ownership → Biden replacement revealed? (From Paradigm Press) (Ad) Free MFV Stock Alerts $4.41 -0.01 (-0.23%) (As of 04/10/2024) Add Compare Share Share OwnershipStock AnalysisChartCompetitorsDividendFinancialsHeadlinesOwnershipSEC FilingsShort InterestSocial MediaStock AnalysisChartCompetitorsDividendFinancialsHeadlinesOwnershipSEC FilingsShort InterestSocial Media Institutional Ownership Changes (13F Filings) for MFS Special Value Trust (NYSE:MFV)CurrentInstitutional OwnershipPercentage6.37%Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$799.63KNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$390.75K Get MFV Insider Trade Alerts Want to know when executives and insiders are buying or selling MFS Special Value Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data MFV Institutional Buying and Selling by Quarter Ad The Freeport SocietyNew Trump BombshellI believe Donald J. Trump will go down as America’s last Republican president. But NOT for the reasons you may think… Click here to see my 2024 election prediction. MFS Special Value Trust Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/13/2024Peapack Gladstone Financial Corp5,664$212K0.0%N/A0.078% 2/8/2024 Jag Capital Management LLC11,231$46K0.0%N/A0.154% 2/7/2024Shaker Financial Services LLC115,301$472K0.2%-44.0%1.579% 2/1/2024Wolverine Asset Management LLC6,426$26K0.0%-42.7%0.088% 1/16/2024 Kingswood Wealth Advisors LLC15,000$61K0.0%N/A0.205% 11/13/2023Wolverine Asset Management LLC11,211$44K0.0%+152.2%0.154% Get the Latest News and Ratings for MFV and Related StocksEnter your email address below to receive the latest news and analysts' ratings for MFS Special Value Trust and its competitors with MarketBeat's FREE daily newsletter. 11/2/2023Shaker Financial Services LLC206,053$804K0.4%+48.3%2.821% 10/13/2023 Arkadios Wealth Advisors15,571$61K0.0%N/A0.213% 8/7/2023Shaker Financial Services LLC138,971$567K0.2%+108.5%1.903% 5/8/2023Shaker Financial Services LLC66,641$281K0.1%+9.9%0.913% 4/14/2023 Raymond James & Associates10,943$46K0.0%N/A0.150% 2/10/2023CoreCap Advisors LLC30,295$127K0.0%+32.3%0.415% 2/3/2023Shaker Financial Services LLC60,622$253K0.1%N/A0.830% 2/1/2023Wolverine Asset Management LLC34,111$143K0.0%-18.6%0.467% 11/15/2022Chilton Capital Management LLC109,576$110K0.0%N/A1.501% 11/10/2022Wolverine Asset Management LLC41,884$169K0.0%+49.1%0.574% 11/2/2022Landscape Capital Management L.L.C.11,504$47K0.0%N/A0.158% 8/3/2022Wolverine Asset Management LLC28,099$133K0.0%N/A0.387% 2/3/2022Advisor Group Holdings Inc.27,279$187K0.0%+10.1%0.376% 1/19/2022 AdvisorNet Financial Inc63,419$435K0.0%+3.4%0.874% 1/14/2022 Stratos Wealth Partners LTD.13,010$89K0.0%N/A0.179% 11/5/2021Advisor Group Holdings Inc.24,779$165K0.0%+33.0%0.341% 8/13/2021LPL Financial LLC57,925$396K0.0%+3.8%0.803% 8/10/2021Mid Atlantic Financial Management Inc. ADV25,500$174K0.0%-52.6%0.353% 5/12/2021UBS Group AG17,550$108K0.0%-24.5%0.243% 5/11/2021Mid Atlantic Financial Management Inc. ADV53,800$330K0.0%+55.0%0.746% 4/14/2021 AdvisorNet Financial Inc61,159$376K0.0%+840.9%0.848% 2/12/2021LPL Financial LLC45,315$260K0.0%+6.8%0.628% 2/4/2021 AdvisorNet Financial Inc6,500$37K0.0%N/A0.090% 11/9/2020Shaker Financial Services LLC15,762$84K0.0%N/A0.218% 8/14/2020Bank of America Corp DE67,580$364K0.0%-20.4%0.941% 8/14/2020Advisor Group Holdings Inc.18,606$100K0.0%-32.9%0.259% 8/6/2020Mid Atlantic Financial Management Inc. ADV24,600$132K0.0%+25.5%0.343% 7/31/2020UBS Group AG19,243$104K0.0%-22.7%0.268% 5/18/2020Advisor Group Holdings Inc.27,711$133K0.0%N/A0.386% 5/15/2020Morgan Stanley9,773$47K0.0%-23.8%0.136% 5/14/2020Wells Fargo & Company MN157,719$757K0.0%+39,329.8%2.196% 5/11/2020Mid Atlantic Financial Management Inc. ADV19,600$94K0.0%+70.4%0.273% 5/1/2020UBS Group AG24,904$120K0.0%-31.7%0.347% (Data available from 1/1/2016 forward) MFV Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of MFV shares? During the previous two years, 10 institutional investors and hedge funds held shares of MFS Special Value Trust. The most heavily invested institutionals were Shaker Financial Services LLC ($472K), Peapack Gladstone Financial Corp ($212K), CoreCap Advisors LLC ($127K), Chilton Capital Management LLC ($110K), Kingswood Wealth Advisors LLC ($61K), Arkadios Wealth Advisors ($61K), and Landscape Capital Management L.L.C. ($47K).Learn more on MFV's institutional investors. What percentage of MFS Special Value Trust stock is owned by institutional investors? 6.37% of MFS Special Value Trust stock is owned by institutional investors. Learn more on MFV's institutional investor holdings. Which institutional investors have been buying MFS Special Value Trust stock? Of the 10 institutional investors that purchased MFS Special Value Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($206.05K), Chilton Capital Management LLC ($109.58K), Wolverine Asset Management LLC ($48.65K), Arkadios Wealth Advisors ($15.57K), Kingswood Wealth Advisors LLC ($15K), Landscape Capital Management L.L.C. ($11.50K), and Jag Capital Management LLC ($11.23K). How much institutional buying is happening at MFS Special Value Trust? Institutional investors have bought a total of 441,591 shares in the last 24 months. This purchase volume represents approximately $1.81M in transactions. Which MFS Special Value Trust major shareholders have been selling company stock? The following institutional investors have sold MFS Special Value Trust stock in the last 24 months: Shaker Financial Services LLC ($90.75K), and Wolverine Asset Management LLC ($12.56K). How much institutional selling is happening at MFS Special Value Trust? Institutional investors have sold a total of 103,310 shares in the last 24 months. This volume of shares sold represents approximately $423.24K in transactions. Related Companies: CIF Institutional Ownership NOM Institutional Ownership EQS Institutional Ownership CUBA Institutional Ownership EEA Institutional Ownership CEE Institutional Ownership GCV Institutional Ownership CEV Institutional Ownership DTF Institutional Ownership JEQ Institutional Ownership This page (NYSE:MFV) was last updated on 5/2/2024 by MarketBeat.com Staff From Our PartnersDems have chosen Biden replacement?Paradigm PressUrgent Nvidia WarningAltimetryThe Best AI Stock to Own in the World Today is Trading for Just $25Banyan Hill PublishingThe A.I. story nobody is telling you (Read ASAP)TradeSmithA.I. is a Tidal Wave - Here’s What to BuyChaikin AnalyticsTrump just won 2024Porter & CompanyHe Is Giving Away BitcoinCrypto Swap Profits4 Cryptos BETTER than BitcoinTrue Market Insiders Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding MFS Special Value Trust Please log in to your account or sign up in order to add this asset to your watchlist. Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.