Latest Institutional Transactions on Mfs Special Value Trust (MFV)
This table provides information on the latest institutional transactions involving Mfs Special Value Trust (MFV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.01KNew |
$32.5K - $35.6K
|
8.01K
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
40.2KNew |
$163K - $179K
|
40.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
78.4KNew |
$318K - $349K
|
78.4K
$0
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
74.5KNew |
$303K - $332K
|
74.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.6KNew |
$87.7K - $96.1K
|
21.6K
$0
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
18.2KNew |
$73.7K - $80.8K
|
18.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.4K- 36.94% |
$66.6K - $73K
|
28K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.66K- 25.13% |
$6.72K - $7.37K
|
4.93K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.51K- 16.6% |
$26.4K - $29K
|
32.7K
$0
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
11.4KNew |
$46.4K - $50.9K
|
11.4K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.8K- 99.99% |
$64.2K - $70.3K
|
1
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
207+ 0.68% |
$840 - $921
|
30.5K
$0
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
76+ 0.68% |
$309 - $338
|
11.3K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-889- 2.23% |
$3.61K - $3.96K
|
39.1K
$0
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
593+ 3.47% |
$2.41K - $2.64K
|
17.7K
$0
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.65KNew |
$13.9K - $15.3K
|
3.65K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.66KNew |
$21.5K - $23.7K
|
5.66K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-150- 1.1% |
$570 - $627
|
13.4K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-90.8K- 44.04% |
$345K - $379K
|
115K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12KNew |
$45.5K - $50K
|
12K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-4.79K- 42.68% |
$18.2K - $20K
|
6.43K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
99+ 0.92% |
$376 - $414
|
10.9K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15KNew |
$57K - $62.7K
|
15K
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10KNew |
$38.9K - $42.4K
|
10K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.6KNew |
$60.6K - $66K
|
15.6K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.95KNew |
$23.7K - $25.9K
|
5.95K
$0
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
802New |
$3.28K - $3.75K
|
802
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
12.6KNew |
$52.2K - $56.1K
|
12.6K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
14KNew |
$58.1K - $62.4K
|
14K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
137K+ 125.39% |
$570K - $613K
|
247K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2KNew |
$8.3K - $8.92K
|
2K
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
56New |
$264 - $361
|
56
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13KClosed |
$76K - $91.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-209Closed |
$1.22K - $1.46K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-63.4KClosed |
$370K - $444K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
1.33KNew |
$8.67K - $9.17K
|
1.33K
$0
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.97KClosed |
$16.8K - $19.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.4KClosed |
$7.25K - $8.69K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-100Closed |
$522 - $545
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.4KClosed |
$48.6K - $63K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-31.5KClosed |
$178K - $191K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.8KClosed |
$9.07K - $10.1K
|
0
$0
|
|
|
Apr 04, 2019
Q1 2019
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-975Closed |
$4.91K - $5.46K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 02, 2018
Q3 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-13.7KClosed |
$74K - $79.1K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 18, 2018
Q2 2018
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.45KClosed |
$8.09K - $9.69K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 03, 2018
Q1 2018
|
Washington Trust Bank
|
SELL
|
- |
-4.3KClosed |
$25.5K - $27.6K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 09, 2018
Q4 2017
|
Wedbush Securities Inc
|
SELL
|
- |
-42.6KClosed |
$251K - $290K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Oct 30, 2017
Q3 2017
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.42KClosed |
$8.93K - $9.43K
|
0
$0
|
|