MFS Special Value Trust (MFV) Institutional Ownership → Gold Set to EXPLODE! (From Gold Safe Exchange) (Ad) Free MFV Stock Alerts Notice: This company has been marked as potentially delisted and may not be actively trading. Add Compare Share Share OwnershipStock AnalysisDividendHeadlinesOwnershipShort InterestTrendsStock AnalysisDividendHeadlinesOwnershipShort InterestTrends Institutional Ownership Changes (13F Filings) for MFS Special Value Trust (NYSE:MFV)CurrentInstitutional OwnershipPercentage6.37%Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$774.29KNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$390.75K Get MFV Insider Trade Alerts Want to know when executives and insiders are buying or selling MFS Special Value Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data MFV Institutional Buying and Selling by Quarter Ad Gold Safe ExchangeGold Set to EXPLODE!Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.Click here now to download the free Precious Metals Buying Guide! MFS Special Value Trust Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/13/2024 Peapack Gladstone Financial Corp5,664$212K0.0%N/A0.078% 2/8/2024 Jag Capital Management LLC11,231$46K0.0%N/A0.154% 2/7/2024 Shaker Financial Services LLC115,301$472K0.2%-44.0%1.579% 2/1/2024 Wolverine Asset Management LLC6,426$26K0.0%-42.7%0.088% 1/16/2024 Kingswood Wealth Advisors LLC15,000$61K0.0%N/A0.205% 11/13/2023 Wolverine Asset Management LLC11,211$44K0.0%+152.2%0.154% Get the Latest News and Ratings for MFV and Related StocksEnter your email address below to receive the latest news and analysts' ratings for MFS Special Value Trust and its competitors with MarketBeat's FREE daily newsletter. 11/2/2023 Shaker Financial Services LLC206,053$804K0.4%+48.3%2.821% 10/13/2023 Arkadios Wealth Advisors15,571$61K0.0%N/A0.213% 8/7/2023 Shaker Financial Services LLC138,971$567K0.2%+108.5%1.903% 5/8/2023 Shaker Financial Services LLC66,641$281K0.1%+9.9%0.913% 4/14/2023 Raymond James & Associates10,943$46K0.0%N/A0.150% 2/10/2023CoreCap Advisors LLC30,295$127K0.0%+32.3%0.415% 2/3/2023 Shaker Financial Services LLC60,622$253K0.1%N/A0.830% 2/1/2023 Wolverine Asset Management LLC34,111$143K0.0%-18.6%0.467% 11/15/2022 Chilton Capital Management LLC109,576$110K0.0%N/A1.501% 11/10/2022 Wolverine Asset Management LLC41,884$169K0.0%+49.1%0.574% 11/2/2022 Landscape Capital Management L.L.C.11,504$47K0.0%N/A0.158% 8/3/2022 Wolverine Asset Management LLC28,099$133K0.0%N/A0.387% 2/3/2022 Advisor Group Holdings Inc.27,279$187K0.0%+10.1%0.376% 1/19/2022 AdvisorNet Financial Inc63,419$435K0.0%+3.4%0.874% 1/14/2022 Stratos Wealth Partners LTD.13,010$89K0.0%N/A0.179% 11/5/2021 Advisor Group Holdings Inc.24,779$165K0.0%+33.0%0.341% 8/13/2021 LPL Financial LLC57,925$396K0.0%+3.8%0.803% 8/10/2021Mid Atlantic Financial Management Inc. ADV25,500$174K0.0%-52.6%0.353% 5/12/2021 UBS Group AG17,550$108K0.0%-24.5%0.243% 5/11/2021Mid Atlantic Financial Management Inc. ADV53,800$330K0.0%+55.0%0.746% 4/14/2021 AdvisorNet Financial Inc61,159$376K0.0%+840.9%0.848% 2/12/2021 LPL Financial LLC45,315$260K0.0%+6.8%0.628% 2/4/2021 AdvisorNet Financial Inc6,500$37K0.0%N/A0.090% 11/9/2020 Shaker Financial Services LLC15,762$84K0.0%N/A0.218% 8/14/2020 Bank of America Corp DE67,580$364K0.0%-20.4%0.941% 8/14/2020 Advisor Group Holdings Inc.18,606$100K0.0%-32.9%0.259% 8/6/2020Mid Atlantic Financial Management Inc. ADV24,600$132K0.0%+25.5%0.343% 7/31/2020 UBS Group AG19,243$104K0.0%-22.7%0.268% 5/18/2020 Advisor Group Holdings Inc.27,711$133K0.0%N/A0.386% 5/15/2020 Morgan Stanley9,773$47K0.0%-23.8%0.136% 5/14/2020 Wells Fargo & Company MN157,719$757K0.0%+39,329.8%2.196% 5/11/2020Mid Atlantic Financial Management Inc. ADV19,600$94K0.0%+70.4%0.273% 5/1/2020 UBS Group AG24,904$120K0.0%-31.7%0.347% (Data available from 1/1/2016 forward) MFV Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of MFV shares? During the previous two years, 10 institutional investors and hedge funds held shares of MFS Special Value Trust. The most heavily invested institutionals were Shaker Financial Services LLC ($472K), Peapack Gladstone Financial Corp ($212K), CoreCap Advisors LLC ($127K), Chilton Capital Management LLC ($110K), Kingswood Wealth Advisors LLC ($61K), Arkadios Wealth Advisors ($61K), and Landscape Capital Management L.L.C. ($47K).Learn more on MFV's institutional investors. What percentage of MFS Special Value Trust stock is owned by institutional investors? 6.37% of MFS Special Value Trust stock is owned by institutional investors. Learn more on MFV's institutional investor holdings. Which institutional investors have been buying MFS Special Value Trust stock? Of the 10 institutional investors that purchased MFS Special Value Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($206.05K), Chilton Capital Management LLC ($109.58K), Wolverine Asset Management LLC ($48.65K), Arkadios Wealth Advisors ($15.57K), Kingswood Wealth Advisors LLC ($15K), Landscape Capital Management L.L.C. ($11.50K), and Jag Capital Management LLC ($11.23K). How much institutional buying is happening at MFS Special Value Trust? Institutional investors have bought a total of 441,591 shares in the last 24 months. This purchase volume represents approximately $1.81M in transactions. Which MFS Special Value Trust major shareholders have been selling company stock? The following institutional investors have sold MFS Special Value Trust stock in the last 24 months: Shaker Financial Services LLC ($90.75K), and Wolverine Asset Management LLC ($12.56K). How much institutional selling is happening at MFS Special Value Trust? Institutional investors have sold a total of 103,310 shares in the last 24 months. This volume of shares sold represents approximately $423.24K in transactions. Related Companies: GROW Institutional Ownership JHI Institutional Ownership AAME Institutional Ownership PPHP Institutional Ownership AQU Institutional Ownership FGMC Institutional Ownership KINS Institutional Ownership BKSC Institutional Ownership OPOF Institutional Ownership RVSB Institutional Ownership This page (NYSE:MFV) was last updated on 5/30/2024 by MarketBeat.com Staff From Our PartnersExposed: 10 CENT Crypto to Explode May 20th?True Market InsidersShocking $16T Elon Musk Crypto LeakCrypto 101 MediaMust-See: Elon’s New Invention is Absolutely InsaneInvestorPlaceThe 7th Trillion Dollar Company?The Oxford ClubThis Apple-like Innovator is Revolutionizing HealthcareWall Street StarBiden Nomination CANCELED?The Freeport SocietyBUY ALERT: Tiny tech play partners with US governmentStansberry ResearchGold Set to EXPLODE!Gold Safe Exchange Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. 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