MFS Special Valu Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/31/2025 | 145.75 K | $648.59 K | 100.00% | 2.00% |
| CSS LLC/IL | 05/15/2024 | 78.38 K | $348.79 K | 100.00% | 1.08% |
| QUARRY LP | 05/15/2024 | 74.52 K | $331.62 K | 100.00% | 1.02% |
| CORECAP ADVISORS, LLC | 08/08/2024 | 40.22 K | $178.98 K | 0.00% | 0.55% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/29/2024 | 39.06 K | $174.00 K | 100.00% | 0.54% |
| LPL FINANCIAL LLC | 05/10/2024 | 32.69 K | $145.48 K | -16.60% | 0.45% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/07/2024 | 30.53 K | $135.86 K | 0.68% | 0.42% |
| NEWEDGE ADVISORS, LLC | 05/14/2024 | 28.00 K | $124.60 K | -36.94% | 0.38% |
| CITADEL ADVISORS LLC | 05/15/2024 | 21.60 K | $96.12 K | 100.00% | 0.30% |
| ALMITAS CAPITAL LLC | 05/14/2024 | 18.15 K | $80.79 K | 100.00% | 0.25% |
| MARION WEALTH MANAGEMENT | 04/08/2024 | 17.67 K | $78.62 K | 3.47% | 0.24% |
| ARKADIOS WEALTH ADVISORS | 04/30/2024 | 15.57 K | $69.29 K | 0.00% | 0.21% |
| DUDLEY CAPITAL MANAGEMENT, LLC | 05/13/2024 | 14.00 K | $62.02 K | 0.00% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 05/10/2024 | 13.44 K | $59.82 K | 0.00% | 0.18% |
| BULLDOG INVESTORS, LLP | 05/10/2024 | 11.44 K | $50.90 K | 100.00% | 0.16% |
| JAG CAPITAL MANAGEMENT, LLC | 05/01/2024 | 11.31 K | $50.32 K | 0.68% | 0.16% |
| COMMONWEALTH FINANCIAL SERVICES, LLC | 05/14/2024 | 10.00 K | $40.90 K | 0.00% | 0.14% |
| MORGAN STANLEY | 10/17/2024 | 8.01 K | $35.65 K | -14.18% | 0.11% |
| UBS GROUP AG | 05/13/2024 | 4.93 K | $21.96 K | -25.13% | 0.07% |
| HOLLENCREST CAPITAL MANAGEMENT | 05/01/2024 | 2.00 K | $8.90 K | 0.00% | 0.03% |
| CLEAN YIELD GROUP | 05/29/2024 | 1.33 K | $5.90 K | 0.00% | 0.02% |
| HHM WEALTH ADVISORS, LLC | 05/14/2024 | 802 | $3.57 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 05/10/2024 | 1 | $6 | -99.99% | 0.00% |
| FMR LLC | 05/13/2024 | 1 | $4 | 100.00% | 0.00% |
| PEAPACK GLADSTONE FINANCIAL CORP | 05/10/2024 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 04/22/2024 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/15/2024 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/13/2024 | 0 | $0 | -100.00% | 0.00% |
| SHAKER FINANCIAL SERVICES, LLC | 05/13/2024 | 0 | $0 | -100.00% | 0.00% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/09/2024 | 0 | $0 | -100.00% | 0.00% |
| KINGSWOOD WEALTH ADVISORS, LLC | 04/15/2024 | 0 | $0 | -100.00% | 0.00% |
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MFS Special Valu institutional Ownership - FAQ's
During the previous two years, 8 institutional investors and hedge funds held shares of MFS Special Valu. The most heavily invested institutionals were:
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV: 37,200
LADENBURG THALMANN FINANCIAL SERVICES INC.: 29,761
Advisor Group, Inc.: 1,650
FNY Managed Accounts LLC: 0
Commonwealth Equity Services, Inc: 21,775
MSI Financial Services Inc: 1,800
8.50% of MFS Special Valu stock is owned by institutional investors.
Institutional investors have bought a total of 114.37 K shares in the last 24 months. This purchase volume represents approximately $506.65 K in transactions.