MFS Special Value Trust (MFV) Institutional Ownership Notice: This company has been marked as potentially delisted and may not be actively trading. Add Compare Share Share OwnershipStock AnalysisDividendHeadlinesOwnershipShort InterestTrendsStock AnalysisDividendHeadlinesOwnershipShort InterestTrends 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)$774.29KNumber 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 Stansberry ResearchGet out of cash before the Fed's next meeting"How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains."Click here now to watch this exclusive interview 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% 2/8/2024Jag 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% 1/16/2024 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% 10/13/2023Arkadios 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% 4/14/2023 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% 5/15/2020Morgan Stanley9,773$47K0.0%-23.8%0.136% (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: AGD Institutional Ownership AWP Institutional Ownership THQ Institutional Ownership ACP Institutional Ownership THW Institutional Ownership AVK Institutional Ownership AFB Institutional Ownership FINS Institutional Ownership AFT Institutional Ownership AIF Institutional Ownership This page (NYSE:MFV) was last updated on 7/27/2024 by MarketBeat.com Staff From Our Partners625,000% GainImagine swapping your daily coffee expense for a future free of financial worries. 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