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MFS Special Value Trust

MFVDelisted Apr 29, 2024

MFS Special Value Trust was delisted on Apr 29, 2024; its insiders filed their last Form 4 on Aug 11, 2026; 24 institutions reported holding it in 13F filings for Q1 2024, worth $2.75M in total; no superinvestor held it.

Key figures

Insider buys
0
Open market, last 90 days
Insider sells
0
Open market, last 90 days
13F holders
24
Q1 2024, 0 vs. previous quarter
13F value
$2.75M
Reported value at the end of Q1 2024
Superinvestors holding
0
At the end of Q1 2024

Superinvestors holding MFV, Q1 2024

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No superinvestor reported holding MFV at the end of Q1 2024.

Latest insider trades

Open-market purchases and sales by MFS Special Value Trust insiders from Form 4, newest first.

See all insider trades

No open-market purchases or sales by MFS Special Value Trust insiders are on file.

Top 10 13F holders, Q1 2024

The largest institutional positions in MFS Special Value Trust at the end of Q1 2024; share changes are against Q4 2023.

See all 24 holders
Institutions holding MFV in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Absolute Investment Advisers LLC145,750$648.6K0.09%+145,750New
CSS LLC78,380$348.8K0.03%+78,380New
Quarry LP74,522$331.6K0.14%+74,522New
CoreCap Advisors, LLC40,220$179.0K0.01%00.0%Unchanged
Commonwealth Equity Services, LLC39,062$174.0K0.00%−889−2.2%Reduced
LPL Financial LLC32,691$145.5K0.00%−6,506−16.6%Reduced
Susquehanna International Group, LLP30,531$135.9K0.00%+207+0.7%Added
GWM Advisors LLC28,000$124.6K0.00%−16,400−36.9%Reduced
Citadel Advisors LLC21,600$96.1K0.00%+21,600New
Almitas Capital LLC18,154$80.8K0.03%+18,154New