News + Filings Key Docs Charts Ownership Insiders
|
|
MFS SPECIAL VALUE TRUST (MFV)
|
|
|
Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
|
Shaker Financial Services, LLC
| 66,641 | 6,019 | 280,557,000 | 0.12 | |
Hist
| 03/31/2023 |
|
LPL Financial LLC
| 66,507 | 665 | 279,997,000 | 0.00 | |
Hist
| 03/31/2023 |
|
NewEdge Advisors, LLC
| 45,200 | 45,200 | 184,416,000 | 0.00 | |
Hist
| 06/30/2023 |
|
Marion Wealth Management
| 16,477 | 133 | 68,872,000 | 0.03 | |
Hist
| 12/31/2022 |
|
WELLS FARGO & COMPANY/MN
| 15,801 | -1,400 | 64,466,000 | 0.00 | |
Hist
| 06/30/2023 |
|
ADVISOR GROUP HOLDINGS, INC.
| 14,944 | -10,000 | 60,970,000 | | |
Hist
| 06/30/2023 |
|
DUDLEY CAPITAL MANAGEMENT, LLC
| 14,000 | 0 | 57,120,000 | 0.04 | |
Hist
| 06/30/2023 |
|
MORGAN STANLEY
| 9,136 | -719 | 37,275,000 | 0.00 | |
Hist
| 06/30/2023 |
|
UBS Group AG
| 7,600 | 0 | 31,008,000 | 0.00 | |
Hist
| 06/30/2023 |
|
BANK OF AMERICA CORP /DE/
| 5,950 | 5,950 | 24,276,000 | 0.00 | |
Hist
| 06/30/2023 |
|
WOLVERINE ASSET MANAGEMENT LLC
| 4,446 | 4,446 | 18,139,000 | 0.00 | |
Hist
| 06/30/2023 |
|
HOLLENCREST CAPITAL MANAGEMENT
| 2,000 | 0 | 8,160,000 | 0.00 | |
Hist
| 06/30/2023 |
|
Clean Yield Group
| 1,325 | 0 | 5,539,000 | 0.00 | |
Hist
| 12/31/2022 |
|
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV
| 37,200 | -16,600 | 247,000 | 0.02 | |
Hist
| 09/30/2021 |
|
CoreCap Advisors, LLC
| 18,945 | 0 | 90,000 | 0.01 | |
Hist
| 06/30/2022 |
|
HHM Wealth Advisors, LLC
| 802 | 802 | 4,000 | 0.00 | |
Hist
| 06/30/2022 |
|
|
|
|