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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
$804K +$273K +67,082 +48%
LPL Financial
2
LPL Financial
California
$261K +$748 +184 +0.3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$159K -$3.62K -890 -2%
CA
4
CoreCap Advisors
Michigan
$157K -$40.3K -9,900 -20%
NA
5
NewEdge Advisors
Louisiana
$117K -$61.8K -15,200 -34%
MWM
6
Marion Wealth Management
Pennsylvania
$64.8K +$582 +143 +0.9%
Wells Fargo
7
Wells Fargo
California
$61.6K
AWA
8
Arkadios Wealth Advisors
Georgia
$60.7K +$63.3K +15,571 New
DCM
9
Dudley Capital Management
Virginia
$54.6K
Osaic Holdings
10
Osaic Holdings
Arizona
$53K -$5.49K -1,350 -9%
WAM
11
Wolverine Asset Management
Illinois
$43.7K +$27.5K +6,765 +152%
RJA
12
Raymond James & Associates
Florida
$42.1K +$403 +99 +0.9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$40.9K +$42.6K +10,480 New
CFS
14
Commonwealth Financial Services
West Virginia
$39K +$40.7K +10,000 New
Morgan Stanley
15
Morgan Stanley
New York
$36.4K +$797 +196 +2%
UBS Group
16
UBS Group
Switzerland
$22.3K -$7.7K -1,893 -25%
HCM
17
Hollencrest Capital Management
California
$7.8K
CYG
18
Clean Yield Group
Vermont
$5.18K
HWA
19
HHM Wealth Advisors
Tennessee
$3.13K
Bank of America
20
Bank of America
North Carolina
-$24.3K -5,950 Closed