Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / VALUE FD CL I
-
Total 13F shares
-
45,149
-
Share change
-
+9,805
-
Total reported value
-
$2,278,457
-
Price per share
-
$50.47
-
Number of holders
-
5
-
Value change
-
+$494,877
-
Number of buys
-
3
-
Number of sells
-
1
Institutional Holders of MFS SER TR I - VALUE FD CL I as of Q1 2025
As of 31 Mar 2025 MFS SER TR I - VALUE FD CL I had 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 45,149 shares of stock of the company.
Largest 5 holders included FIRST MERCHANTS CORP, RiverFront Investment Group, LLC, Fulton Bank, N.A., PSI Advisors, LLC, and Coston, McIsaac & Partners.
This table shows 5 institutional shareholders of the security as of 31 Mar 2025.
| 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.