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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 |
|
|---|---|---|---|---|---|
1
LPL Financial
San Diego,
California
| $347K | +$84K | +15,100 | +26% |
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $187K | +$7.65K | +1,375 | +4% |
|
|
NA
3
NewEdge Advisors
New Orleans,
Louisiana
| $181K | +$20.6K | +3,700 | +11% |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $133K | +$156K | +28,099 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $131K | +$362 | +65 | +0.2% |
|
|
CA
6
CoreCap Advisors
Southfield,
Michigan
| $90K | – | – | – |
|
7
UBS Group
Zurich,
Switzerland
| $81K | -$6.71K | -1,205 | -7% |
|
|
MWM
8
Marion Wealth Management
Monroeville,
Pennsylvania
| $78K | +$2.04K | +366 | +2% |
|
9
Wells Fargo
San Francisco,
California
| $77K | +$6 | +1 | +0% |
|
10
Morgan Stanley
New York
| $47K | +$78 | +14 | +0.1% |
|
11
Bank of America
Charlotte,
North Carolina
| $7K | -$56.1K | -10,082 | -87% |
|
|
CYG
12
Clean Yield Group
Norwich,
Vermont
| $6K | – | – | – |
|
|
HWA
13
HHM Wealth Advisors
Chattanooga,
Tennessee
| $4K | +$4.46K | +802 | New |
|
|
TRCT
14
Tower Research Capital (TRC)
New York
| – | +$312 | +56 | New |
|