Latest Institutional Sells of Mfs Special Value Trust (MFV)
This list provides information on the latest institutional transactions involving Mfs Special Value Trust (MFV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.4K- 36.94% |
$66.6K - $73K
|
28K
$0
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.8K- 99.99% |
$64.2K - $70.3K
|
1
$0
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.51K- 16.6% |
$26.4K - $29K
|
32.7K
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.66K- 25.13% |
$6.72K - $7.37K
|
4.93K
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-889- 2.23% |
$3.61K - $3.96K
|
39.1K
$0
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-90.8K- 44.04% |
$345K - $379K
|
115K
$0
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-4.79K- 42.68% |
$18.2K - $20K
|
6.43K
$0
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-150- 1.1% |
$570 - $627
|
13.4K
$0
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-63.4KClosed |
$370K - $444K
|
0
$0
|
|
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
|
|
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
|