MFS Special Value Trust

NYSE:MFV Stock Report

Market Cap: US$32.2m

MFS Special Value Trust Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MFV?
Owner TypeNumber of SharesOwnership Percentage
Institutions465,8106.38%
General Public6,838,27793.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 6.38% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
1.58%
Shaker Financial Services, LLC
115,301US$508.5k-44%0.21%
0.61%
NewEdge Advisors, LLC
44,400US$195.8k48%no data
0.55%
CoreCap Advisors, LLC
40,220US$177.4k0%0.01%
0.55%
Wilcoxson Wealth Management
39,951US$176.2k-2.18%no data
0.54%
LPL Financial Corporation, Asset Management Arm
39,197US$172.9k-41.4%no data
0.42%
Susquehanna International Group, LLP, Asset Management Arm
30,324US$133.7k189%no data
0.24%
Marion Wealth Management, LLC
17,668US$77.9k3.47%0.02%
0.22%
Wells Fargo & Company, Securities and Brokerage Investments
15,802US$69.7k0.01%no data
0.21%
Arkadios Wealth Advisors LLC
15,571US$68.7k0%0.01%
0.19%
Dudley Capital Management LLC
14,000US$61.7k0%0.04%
0.18%
Securities America Advisors, Inc.
13,294US$58.6k0%no data
0.16%
Landscape Capital Management, LLC
11,967US$52.8k0%no data
0.15%
JAG Capital Management LLC
11,231US$49.5k0%0.01%
0.15%
Raymond James Financial Inc., Asset Management Arm
10,884US$48.0k0.92%no data
0.14%
Commonwealth Financial Services, LLC
10,000US$44.1k0%0.01%
0.13%
Morgan Stanley, Investment Banking and Brokerage Investments
9,333US$41.2k0.01%no data
0.09%
UBS Asset Management AG
6,590US$29.1k15.5%no data
0.088%
Wolverine Asset Management, LLC
6,426US$28.3k-42.7%no data
0.078%
PGB Trust & Investments
5,664US$25.0k0%no data
0.05%
Northwestern Mutual Wealth Management Company
3,650US$16.1k0%no data
0.027%
Hollencrest Securities, LLC, Asset Management Arm
2,000US$8.8k0%no data
0.018%
Clean Yield Group Inc.
1,325US$5.8k0%no data
0.011%
HHM Wealth Advisors, LLC
802US$3.5k0%no data
0.0021%
Osaic Wealth, Inc. , Asset Management Arm
150US$660.3-50%no data
0.00082%
Security Investors, LLC
60US$264.10%no data
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlansLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & Enterprise
Financial Services GuideTerms and ConditionsPrivacy PolicyLogos provided by Clearbit
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.