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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SHAKER FINANCIAL SERVICES, LLC 110 - 2023-12-31 115,301 $472,000 -90,752
   PEAPACK GLADSTONE FINANCIAL CORP 641 *New 2023-12-31 5,664 $212,000 5,664
   Goss Wealth Management LLC 1734 - 2023-12-31 44,400 $181,000 14,400
   CoreCap Advisors LLC 564 - 2023-12-31 40,220 $165,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3506 - 2023-12-31 39,951 $163,000 -889
   LPL FINANCIAL CORP 4361 - 2023-12-31 39,197 $160,000 -27,668
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5118 - 2023-12-31 30,324 $124,000 19,844
   Marion Wealth Management 121 - 2024-03-31 17,668 $79,000 593
   WELLS FARGO & CO/MN 4533 - 2023-12-31 15,802 $65,000 1
   Arkadios Wealth Advisors - 2023-12-31 15,571 $64,000 0
   DUDLEY CAPITAL MANAGEMENT LLC 110 - 2023-12-31 14,000 $57,000 0
   Advisor Group Holdings Inc. 4810 - 2023-12-31 13,444 $55,000 -150
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 780 *New 2023-12-31 11,967 $49,000 11,967
   GLYNN JA & CO 124 *New 2023-12-31 11,231 $46,000 11,231
   Commonwealth Financial Services LLC 178 - 2023-12-31 10,000 $41,000 0
   MORGAN STANLEY 6030 - 2023-12-31 9,333 $38,000 1
   UBS Group AG 5595 - 2023-12-31 6,590 $27,000 883
   WOLVERINE ASSET MANAGEMENT LLC 728 - 2023-12-31 6,426 $26,000 -4,785
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2460 *New 2023-12-31 3,650 $15,000 3,650
   HOLLENCREST SECURITIES LLC 754 - 2023-12-31 2,000 $8,000 0
   CLEAN YIELD GROUP - 2023-12-31 1,325 $5,000 0
   HHM Wealth Advisors LLC 660 - 2023-12-31 802 $3,000 0
   PROEQUITIES INC. 6784 - 2023-12-31 0 $0 0
   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
  25 Records found
  1    
  Page 1 of 1
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