S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
66,000% upside on tiny biotech? (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
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AT&T will give $5 to customers hit by cellphone network outage
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
66,000% upside on tiny biotech? (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
Tax-free status of movie, music and games traded online is on table as WTO nations meet in Abu Dhabi
Investing Wizard Who Turned $37K Into $2.7M in Just 4 Years Makes His Next Big Move (Ad)
Corruption scandals cast a shadow over Portugal’s early general election and may favor populists
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
Investing Wizard Who Turned $37K Into $2.7M in Just 4 Years Makes His Next Big Move (Ad)
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
AT&T will give $5 to customers hit by cellphone network outage
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
66,000% upside on tiny biotech? (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
Tax-free status of movie, music and games traded online is on table as WTO nations meet in Abu Dhabi
Investing Wizard Who Turned $37K Into $2.7M in Just 4 Years Makes His Next Big Move (Ad)
Corruption scandals cast a shadow over Portugal’s early general election and may favor populists
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
Investing Wizard Who Turned $37K Into $2.7M in Just 4 Years Makes His Next Big Move (Ad)
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
AT&T will give $5 to customers hit by cellphone network outage
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
66,000% upside on tiny biotech? (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
Tax-free status of movie, music and games traded online is on table as WTO nations meet in Abu Dhabi
Investing Wizard Who Turned $37K Into $2.7M in Just 4 Years Makes His Next Big Move (Ad)
Corruption scandals cast a shadow over Portugal’s early general election and may favor populists
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
Investing Wizard Who Turned $37K Into $2.7M in Just 4 Years Makes His Next Big Move (Ad)
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
AT&T will give $5 to customers hit by cellphone network outage

MFS Special Value Trust (MFV) Institutional Ownership

$4.30
-0.01 (-0.23%)
(As of 02/23/2024 ET)

Institutional Ownership Changes (13F Filings) for MFS Special Value Trust (NYSE:MFV)

Current
Institutional Ownership
Percentage
5.42%
Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$845,697.17
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$486,020.41
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Skip Chart & View Institutional Buying and Selling Data

MFV Institutional Buying and Selling by Quarter


MFS Special Value Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/13/2024Peapack Gladstone Financial Corp5,664$0.21M0.0%N/A0.078%
2/8/2024Jag Capital Management LLC11,231$46K0.0%N/A0.154%
2/7/2024Shaker Financial Services LLC115,301$0.47M0.2%-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$0.80M0.4%+48.3%2.821%
10/13/2023Arkadios Wealth Advisors15,571$61K0.0%N/A0.213%
8/21/2023Osaic Holdings Inc.14,944$61K0.0%-40.1%0.205%
8/10/2023Osaic Holdings Inc.14,944$61K0.0%-40.1%0.205%
8/7/2023Shaker Financial Services LLC138,971$0.57M0.2%+108.5%1.903%
5/12/2023UBS Group AG7,600$32K0.0%-29.9%0.104%
5/8/2023Shaker Financial Services LLC66,641$0.28M0.1%+9.9%0.913%
4/14/2023Raymond James & Associates10,943$46K0.0%N/A0.150%
2/14/2023Chilton Capital Management LLC246,975$0.25M0.0%+125.4%3.383%
2/10/2023CoreCap Advisors LLC30,295$0.13M0.0%+32.3%0.415%
2/8/2023UBS Group AG10,848$45K0.0%-47.9%0.149%
2/7/2023LPL Financial LLC65,842$0.28M0.0%+12.1%0.902%
2/3/2023Shaker Financial Services LLC60,622$0.25M0.1%N/A0.830%
2/1/2023Wolverine Asset Management LLC34,111$0.14M0.0%-18.6%0.467%
11/15/2022Chilton Capital Management LLC109,576$0.11M0.0%N/A1.501%
11/10/2022Wolverine Asset Management LLC41,884$0.17M0.0%+49.1%0.574%
11/10/2022UBS Group AG20,838$84K0.0%+21.5%0.285%
11/2/2022Landscape Capital Management L.L.C.11,504$47K0.0%N/A0.158%
8/13/2022NewEdge Advisors LLC38,010$0.18M0.0%+10.8%0.524%
8/12/2022LPL Financial LLC73,125$0.35M0.0%+26.0%1.007%
8/3/2022Wolverine Asset Management LLC28,099$0.13M0.0%N/A0.387%
5/13/2022NewEdge Advisors LLC34,310$0.22M0.0%+74.0%0.473%
2/3/2022Advisor Group Holdings Inc.27,279$0.19M0.0%+10.1%0.376%
1/19/2022AdvisorNet Financial Inc63,419$0.44M0.0%+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$0.17M0.0%+33.0%0.341%
8/13/2021LPL Financial LLC57,925$0.40M0.0%+3.8%0.803%
8/10/2021Mid Atlantic Financial Management Inc. ADV25,500$0.17M0.0%-52.6%0.353%
5/12/2021UBS Group AG17,550$0.11M0.0%-24.5%0.243%
5/11/2021Mid Atlantic Financial Management Inc. ADV53,800$0.33M0.0%+55.0%0.746%
4/14/2021AdvisorNet Financial Inc61,159$0.38M0.0%+840.9%0.848%
2/12/2021LPL Financial LLC45,315$0.26M0.0%+6.8%0.628%
2/4/2021AdvisorNet 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$0.36M0.0%-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$0.13M0.0%+25.5%0.343%
7/31/2020UBS Group AG19,243$0.10M0.0%-22.7%0.268%
5/18/2020Advisor Group Holdings Inc.27,711$0.13M0.0%N/A0.386%
5/15/2020Morgan Stanley9,773$47K0.0%-23.8%0.136%
5/14/2020Wells Fargo & Company MN157,719$0.76M0.0%+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$0.12M0.0%-31.7%0.347%
2/14/2020Bank of America Corp DE133,371$0.86M0.0%+423.9%1.857%
2/11/2020Mid Atlantic Financial Management Inc. ADV11,500$74K0.0%N/A0.160%
(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, 14 institutional investors and hedge funds held shares of MFS Special Value Trust. The most heavily invested institutionals were Shaker Financial Services LLC ($0.47M), LPL Financial LLC ($0.28M), Chilton Capital Management LLC ($0.25M), Peapack Gladstone Financial Corp ($0.21M), NewEdge Advisors LLC ($0.18M), CoreCap Advisors LLC ($0.13M), and Kingswood Wealth Advisors LLC ($61K).Learn more on MFV's institutional investors.

What percentage of MFS Special Value Trust stock is owned by institutional investors?

5.42% 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 13 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: Chilton Capital Management LLC ($0.25M), Shaker Financial Services LLC ($0.21M), Wolverine Asset Management LLC ($48.65K), LPL Financial LLC ($22.19K), NewEdge Advisors LLC ($18.29K), Arkadios Wealth Advisors ($15.57K), and Kingswood Wealth Advisors LLC ($15K).

How much institutional buying is happening at MFS Special Value Trust?

Institutional investors have bought a total of 623,163 shares in the last 24 months. This purchase volume represents approximately $2.61M 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), Osaic Holdings Inc. ($20K), UBS Group AG ($13.24K), 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 136,548 shares in the last 24 months. This volume of shares sold represents approximately $0.56M in transactions.


This page (NYSE:MFV) was last updated on 2/25/2024 by MarketBeat.com Staff