MFV
MFS SPECIAL VALUE TRUST
Delisted
MFV was delisted on the 10th of April, 2024.
10 hedge funds and large institutions have $1.23M invested in MFS SPECIAL VALUE TRUST in 2019 Q3 according to their latest regulatory filings, with funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
Holders
10
Holders Change
-2
Holders Change %
-16.67%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Commonwealth Equity Services
Waltham,
Massachusetts
|
$207K |
| 2 |
2
Morgan Stanley
New York
|
$107K |
| 3 |
FHA
3
Flagship Harbor Advisors
Boston,
Massachusetts
|
$41K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
LPL Financial
San Diego,
California
| $227K | 37,772 | -8,375 | -18% |
|
2
UBS Group
Zurich,
Switzerland
| $216K | 35,848 | -3,740 | -9% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $207K | 34,564 | +329 | +1% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $179K | 29,761 | – | – |
|
5
Bank of America
Charlotte,
North Carolina
| $153K | 25,457 | -27,666 | -52% |
|
|
6
Morgan Stanley
New York
| $107K | 17,792 | +131 | +0.7% |
|
|
SWP
7
Stratos Wealth Partners
Beachwood,
Ohio
| $78K | 13,010 | -7,890 | -38% |
|
|
FHA
8
Flagship Harbor Advisors
Boston,
Massachusetts
| $41K | 6,954 | +129 | +2% |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $18K | 3,050 | – | – |
|
10
Wells Fargo
San Francisco,
California
| $2K | 352 | -399 | -53% |
|
|
CAM
11
Concorde Asset Management
Ann Arbor,
Michigan
| – | – | -31,500 | Closed |
|
|
MAFM
12
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| – | – | -13,300 | Closed |
|
|
CFGS
13
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|