Purchases and Sales Made in Q1 2023 in Mfs Special Value Trust (MFV)
This table provides information about the institutional ownership of Mfs Special Value Trust (MFV) during Q1 2023. The information is specifically focused on institutions that hold shares of MFS SPECIAL VALUE TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.9KNew |
$44.8K - $51.2K
|
10.9K
$0
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
6.02K+ 9.93% |
$24.6K - $28.2K
|
66.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.02K+ 10.32% |
$4.16K - $4.76K
|
10.9K
$0
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
802New |
$3.28K - $3.75K
|
802
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
665+ 1.01% |
$2.72K - $3.11K
|
66.5K
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
495+ 1.23% |
$2.02K - $2.32K
|
40.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.4K- 12.24% |
$9.82K - $11.2K
|
17.2K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.25K- 29.94% |
$13.3K - $15.2K
|
7.6K
$0
|