Q4 2023 13F Holders as of 12/31/2023
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Type / Class
-
Equity / EQUITY FUNDS
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Number of holders
-
7
-
Total 13F shares, excl. options
-
11.7K
-
Shares change
-
-27.5K
-
Total reported value, excl. options
-
$558K
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Value change
-
-$1.31M
-
Number of buys
-
4
-
Number of sells
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-1
-
Price
-
$47.61
Significant Holders of MFS VALUE I - EQUITY FUNDS as of Q4 2023
7 filings reported holding 552983694 - MFS VALUE I - EQUITY FUNDS as of Q4 2023.
MFS VALUE I - EQUITY FUNDS has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.7K shares
.
Largest 7 shareholders include FULTON BANK, N.A. (6.11K shares), Coston, McIsaac & Partners (2.28K shares), PSI Advisors, LLC (1.56K shares), DIVIDEND ASSETS CAPITAL, LLC (859 shares), Strategic Investment Solutions, Inc. /IL (509 shares), Main Street Group, LTD (264 shares), and ORG Partners LLC (146 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.