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MFV

MFS SPECIAL VALUE TRUST

Delisted

MFV was delisted on the 10th of April, 2024.

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Shaker Financial Services
Virginia
$2.52M +$1.52M +285,289 +151%
WAM
2
Wolverine Asset Management
Illinois
$157K -$35.2K -6,584 -18%
Morgan Stanley
3
Morgan Stanley
New York
$90K +$48 +9 +0.1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$73K +$1.33K +249 +2%
LPL Financial
5
LPL Financial
California
$57K +$57.7K +10,804 New
LCM
6
Landscape Capital Management
New Jersey
$56K -$108K -20,225 -66%
UBS Group
7
UBS Group
Switzerland
$26K -$9.2K -1,723 -26%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$25K +$155 +29 +0.6%
AIG
9
American International Group
New York
$19K -$6.41K -1,200 -26%
NFG
10
Next Financial Group
Texas
$18K +$18.8K +3,524 New
Creative Planning
11
Creative Planning
Kansas
$8K
Wells Fargo
12
Wells Fargo
California
$7K -$5 -1 -0.1%
IWMPD
13
Integrated Wealth Management (Palm Desert)
California
$5K
CB
14
Community Bank
New York
$5K +$5.34K +1,000 New
IA
15
IFP Advisors
Florida
$5K +$5.34K +1,000 New
TRCT
16
Tower Research Capital (TRC)
New York
$3K +$2.96K +555 New
CCP
17
Clough Capital Partners
Massachusetts
-$473K -90,400 Closed
CA
18
Cornerstone Advisors
North Carolina
-$90K -17,190 Closed
DA
19
Doliver Advisors
Texas
-$62K -11,917 Closed
US Bancorp
20
US Bancorp
Minnesota
-$17K -3,285 Closed
Barclays
21
Barclays
United Kingdom
-$1K -126 Closed