MFV
MFS SPECIAL VALUE TRUST
Delisted
MFV was delisted on the 10th of April, 2024.
12 hedge funds and large institutions have $2.06M invested in MFS SPECIAL VALUE TRUST in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
Holders
12
Holders Change
+2
Holders Change %
+20%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1
Morgan Stanley
New York
|
$83K |
| 2 |
AG
2
Advisor Group
Phoenix,
Arizona
|
$11K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Bank of America
Charlotte,
North Carolina
| $860K | 133,371 | +107,914 | +424% |
|
2
LPL Financial
San Diego,
California
| $244K | 37,772 | – | – |
|
3
UBS Group
Zurich,
Switzerland
| $235K | 36,439 | +591 | +2% |
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $225K | 34,932 | +368 | +1% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $192K | 29,761 | – | – |
|
|
SWP
6
Stratos Wealth Partners
Beachwood,
Ohio
| $84K | 13,010 | – | – |
|
|
7
Morgan Stanley
New York
| $83K | 12,830 | -4,962 | -28% |
|
|
MAFM
8
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| $74K | 11,500 | +11,500 | New |
|
|
FHA
9
Flagship Harbor Advisors
Boston,
Massachusetts
| $46K | 7,074 | +120 | +2% |
|
|
AG
10
Advisor Group
Phoenix,
Arizona
| $11K | 1,650 | -1,400 | -46% |
|
11
Wells Fargo
San Francisco,
California
| $3K | 400 | +48 | +14% |
|
|
CFGS
12
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
13
Fidelity Investments
Boston,
Massachusetts
| $0 | 1 | +1 | New |
|