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MFS Special Value Trust (MFV) Institutional Ownership

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$4.41
-0.01 (-0.23%)
(As of 04/10/2024)
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Institutional Ownership Changes (13F Filings) for MFS Special Value Trust (NYSE:MFV)

Current
Institutional Ownership
Percentage
6.37%
Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$799.63K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$390.75K
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MFV Institutional Buying and Selling by Quarter

MFS Special Value Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/13/2024Peapack Gladstone Financial Corp5,664$212K0.0%N/A0.078%
2/8/2024Jag 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%
1/16/2024Kingswood Wealth Advisors LLC15,000$61K0.0%N/A0.205%
11/13/2023Wolverine Asset Management LLC11,211$44K0.0%+152.2%0.154%
11/2/2023Shaker Financial Services LLC206,053$804K0.4%+48.3%2.821%
10/13/2023Arkadios 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%
4/14/2023Raymond 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%
1/14/2022Stratos 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%
2/14/2020Bank of America Corp DE133,371$860K0.0%+423.9%1.857%
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(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.


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This page (NYSE:MFV) was last updated on 4/24/2024 by MarketBeat.com Staff

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