Purchases and Sales Made in Q4 2023 in Mfs Special Value Trust (MFV)
This table provides information about the institutional ownership of Mfs Special Value Trust (MFV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8K+ 189.35% |
$75.4K - $82.9K
|
30.3K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15KNew |
$57K - $62.7K
|
15K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.4K+ 48.0% |
$54.7K - $60.2K
|
44.4K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12KNew |
$45.5K - $50K
|
12K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
11.2KNew |
$42.7K - $46.9K
|
11.2K
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.33KNew |
$35.5K - $39K
|
9.33K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.66KNew |
$21.5K - $23.7K
|
5.66K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.65KNew |
$13.9K - $15.3K
|
3.65K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
883+ 15.47% |
$3.36K - $3.69K
|
6.59K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
455+ 2.74% |
$1.73K - $1.9K
|
17.1K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
99+ 0.92% |
$376 - $414
|
10.9K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$3.8 - $4.18
|
15.8K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.01% |
$3.8 - $4.18
|
9.33K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-150- 1.1% |
$570 - $627
|
13.4K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-889- 2.18% |
$3.38K - $3.72K
|
40K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-4.79K- 42.68% |
$18.2K - $20K
|
6.43K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.7K- 41.38% |
$105K - $116K
|
39.2K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-90.8K- 44.04% |
$345K - $379K
|
115K
$0
|