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MFS Special Value Trust (MFV)
NYSE - Nasdaq Real-time price. Currency in USD
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Major holders
Currency in USDBreakdown
| 0.00% | % of shares held by all insiders |
| 6.58% | % of shares held by institutions |
| 6.58% | % of float held by institutions |
| 25 | Number of institutions holding shares |
Top institutional holders
| Holder | Shares | Date reported | % out | Value |
|---|---|---|---|---|
| Shaker Financial Services, LLC | 115,301 | 30 Dec 2023 | 1.58% | 508,477 |
| NewEdge Advisors, LLC | 44,400 | 30 Dec 2023 | 0.61% | 195,803 |
| Corecap Advisors, LLC | 40,220 | 30 Dec 2023 | 0.55% | 177,370 |
| Commonwealth Equity Services, LLC | 39,951 | 30 Dec 2023 | 0.55% | 176,183 |
| LPL Financial LLC | 39,197 | 30 Dec 2023 | 0.54% | 172,858 |
| Susquehanna International Group, LLP | 30,324 | 30 Dec 2023 | 0.42% | 133,728 |
| Marion Wealth Management | 17,668 | 30 Mar 2024 | 0.24% | 77,915 |
| Wells Fargo & Company | 15,802 | 30 Dec 2023 | 0.22% | 69,686 |
| Kingswood Wealth Advisors, LLC | 15,000 | 30 Dec 2023 | 0.21% | 66,149 |
| Arkadios Wealth Advisors | 15,571 | 30 Dec 2023 | 0.21% | 68,668 |
Top mutual fund holders
| Holder | Shares | Date reported | % out | Value |
|---|---|---|---|---|
| Rydex Series Funds-Multi-Hedge Strategies Fund | 40 | 30 Dec 2023 | 0.00% | 176 |
| Rydex Variable Trust-Multi Hedge Strategies Fund | 20 | 30 Dec 2023 | 0.00% | 88 |
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