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MFS Special Value Trust Institutional Ownership

MFV 
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Ownership Summary Institutional Holdings Insiders
(SEC Form 4)
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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 03.85%
Total Shares Outstanding (millions) 7
Total Value of Holdings (millions) $2

Active Positions

Holders Shares
Increased Positions 11 134,762
Decreased Positions 2 945
Held Positions 3 139,130
Total Institutional Shares 16 274,837

New and Sold Out Positions


Holders Shares
New Positions 7 126,046
Sold Out Positions 0 0

16 Institutional Holders
274,837 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).


Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
CONCORDE ASSET MANAGEMENT, LLC 12/31/2018 51,500 51,500 New 283
UBS GROUP AG 12/31/2018 38,048 8,150 27.26 209
COMMONWEALTH EQUITY SERVICES, LLC 12/31/2018 33,777 447 1.34 186
LADENBURG THALMANN FINANCIAL SERVICES INC. 12/31/2018 26,654 0 0.00 147
STRATOS WEALTH PARTNERS, LTD. 12/31/2018 20,900 20,900 New 115
LPL FINANCIAL LLC 12/31/2018 20,140 (245) (1.2) 111
SHAKER FINANCIAL SERVICES, LLC 12/31/2018 17,385 17,385 New 96
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12/31/2018 15,600 15,600 New 86
BANK OF AMERICA CORP /DE/ 12/31/2018 13,788 (700) (4.83) 76
SUSQUEHANNA INTERNATIONAL GROUP, LLP 12/31/2018 12,904 12,904 New 71
MORGAN STANLEY 12/31/2018 11,130 116 1.05 61
FLAGSHIP HARBOR ADVISORS, LLC 12/31/2018 6,782 6,782 New 37
ADVISOR GROUP, INC. 12/31/2018 3,050 0 0.00 17
HERITAGE TRUST CO 12/31/2018 1,800 0 0.00 10
SELECTIVE WEALTH MANAGEMENT, INC. 09/30/2018 975 975 New 5

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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