MFS Special Value Trust
MFVDelisted Apr 29, 2024- SEC CIK
- 0000856128
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.
Q1 2022 vs. Q4 2021
How the institutions holding MFS Special Value Trust changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Q1 2022 | Change |
|---|---|---|---|
| Holders | 15 | 11 | −4 |
| Shares | 308.6K | 249.9K | −58.7K (−19.0%) |
| Value | $2.11M | $1.58M | −$528.0K (−25.0%) |
New holders (0)
Institutions that held MFS Special Value Trust at the end of Q1 2022 but not at the end of Q4 2021.
None.
Sold out (4)
Institutions that held MFS Special Value Trust at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| AdvisorNet Financial, Inc | 63,419 | $435.0K |
| Stratos Wealth Partners, LTD. | 13,010 | $89.0K |
| Northwestern Mutual Wealth Management Co | 102 | $1.00K |
| Confluence Wealth Services, Inc. | 209 | $1.00K |