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Get Institutions for : 
MFS Special Value Trust (MFV)  
$4.41 0.00 (0.00%) as of 4:30 Wed 4/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 25    5
Total shares held : 
 480,157  
% of shares held : 
 6.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 -41,049  
% of shares held change : 
   -0.57%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $3.86  
Last Quarter's Ending Price : 
 $4.09  
Last Quarter's Average Price : 
 $3.98  
Change from last quarter's     
avg. price to the last closing  : 
0.43 (10.8%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 47,512
 9.9%
 
Increased Positions :
7
 35,683
 7.43%
 
Unchanged Positions :
8
 83,918
 17.48%
 
Decreased Positions :
5
-124,244
-25.88%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CSS LLC/IL 298 *New 2024-03-31 78,380 $349,000 78,380
   Quarry LP 135 *New 2024-03-31 74,522 $332,000 74,522
   COMMONWEALTH EQUITY SERVICES LLC. 3624 - 2024-03-31 39,062 $174,000 -889
   CoreCap Advisors LLC 564 - 2023-12-31 40,220 $165,000 0
   LPL FINANCIAL CORP 4481 - 2024-03-31 32,691 $145,000 -6,506
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4712 - 2024-03-31 30,531 $136,000 207
   Goss Wealth Management LLC 1987 - 2024-03-31 28,000 $125,000 -16,400
   CITADEL ADVISORS LLC 4871 *New 2024-03-31 21,600 $96,000 21,600
   Almitas Capital LLC 67 *New 2024-03-31 18,154 $81,000 18,154
   Marion Wealth Management 121 - 2024-03-31 17,668 $79,000 593
   Arkadios Wealth Advisors 680 - 2024-03-31 15,571 $69,000 0
   DUDLEY CAPITAL MANAGEMENT LLC 114 - 2024-03-31 14,000 $62,000 0
   Advisor Group Holdings Inc. 4554 - 2024-03-31 13,444 $60,000 0
   BROOKLYN CAPITAL MANAGEMENT LLC 101 *New 2024-03-31 11,437 $51,000 11,437
   GLYNN JA & CO 127 - 2024-03-31 11,307 $50,000 76
   Commonwealth Financial Services LLC 178 - 2024-03-31 10,000 $41,000 0
   MORGAN STANLEY 6106 - 2024-03-31 8,010 $36,000 -1,323
   UBS Group AG 5650 - 2024-03-31 4,934 $22,000 -1,656
   HOLLENCREST SECURITIES LLC 725 - 2024-03-31 2,000 $9,000 0
   CLEAN YIELD GROUP - 2023-12-31 1,325 $5,000 0
   HHM Wealth Advisors LLC 642 - 2024-03-31 802 $4,000 0
   FMR LLC 5028 *New 2024-03-31 1 $0 1
   PROEQUITIES INC. 4640 - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6321 - 2024-03-31 1 $0 -15,801
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3354 *Closed 2024-03-31 0 $0 -3,650
   PEAPACK GLADSTONE FINANCIAL CORP 716 *Closed 2024-03-31 0 $0 -5,664
   RAYMOND JAMES & ASSOCIATES 3909 *Closed 2024-03-31 0 $0 -10,884
   KINGSWOOD WEALTH ADVISORS LLC 660 *Closed 2024-03-31 0 $0 -15,000
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 953 *Closed 2024-03-31 0 $0 -11,967
   SHAKER FINANCIAL SERVICES, LLC 175 *Closed 2024-03-31 0 $0 -115,301
   WOLVERINE ASSET MANAGEMENT LLC 1206 *Closed 2024-03-31 0 $0 -6,426
  31 Records found
  1    
  Page 1 of 1
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