Purchases and Sales Made in Q3 2023 in Mfs Special Value Trust (MFV)
This table provides information about the institutional ownership of Mfs Special Value Trust (MFV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
67.1K+ 48.27% |
$261K - $284K
|
206K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.6KNew |
$60.6K - $66K
|
15.6K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5KNew |
$40.8K - $44.4K
|
10.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10KNew |
$38.9K - $42.4K
|
10K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.77K+ 152.16% |
$26.3K - $28.7K
|
11.2K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
196+ 2.15% |
$762 - $831
|
9.33K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
184+ 0.28% |
$716 - $780
|
66.9K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
143+ 0.87% |
$556 - $606
|
16.6K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
99+ 0.93% |
$385 - $420
|
10.8K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-890- 2.13% |
$3.46K - $3.77K
|
40.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.35K- 9.03% |
$5.25K - $5.72K
|
13.6K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.89K- 24.91% |
$7.36K - $8.03K
|
5.71K
$0
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.9K- 19.75% |
$38.5K - $42K
|
40.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.2K- 33.63% |
$59.1K - $64.4K
|
30K
$0
|