Latest Institutional Transactions on Mv Oil Trust (MVO)
This table provides information on the latest institutional transactions involving Mv Oil Trust (MVO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
550+ 1.79% |
$4.92K - $5.46K
|
31.3K
$277K
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.3K+ 1.91% |
$11.7K - $12.9K
|
69.4K
$614K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
400New |
$3.58K - $3.97K
|
400
$3.54K
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.95KNew |
$17.5K - $19.4K
|
1.95K
$17.3K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-20K- 34.73% |
$179K - $199K
|
37.6K
$333K
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.61K- 69.16% |
$48.5K - $63.4K
|
2.5K
$22.2K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.53K+ 38.66% |
$82.4K - $108K
|
34.2K
$303K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
279New |
$2.41K - $3.15K
|
279
$2.47K
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
20.8K+ 176.42% |
$180K - $235K
|
32.6K
$288K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7KNew |
$92.4K - $121K
|
10.7K
$94.5K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1K- 21.98% |
$8.65K - $11.3K
|
3.55K
$31.4K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
912+ 124.25% |
$7.89K - $10.3K
|
1.65K
$14.6K
|
|
Q1 2024 | |||||||
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1K- 31.75% |
$9.07K - $12.6K
|
2.15K
$19K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
438New |
$3.97K - $5.5K
|
438
$3.88K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
68+ 3.47% |
$617 - $854
|
2.03K
$17.9K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
14.7K+ 112.87% |
$133K - $185K
|
27.7K
$245K
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
12KNew |
$109K - $151K
|
12K
$106K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.29K- 36.34% |
$57K - $79K
|
11K
$97.5K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-50- 0.28% |
$454 - $628
|
18K
$159K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
16K+ 105.26% |
$187K - $219K
|
31.2K
$276K
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$126K - $147K
|
10.8K
$95.4K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.6KNew |
$18.7K - $21.9K
|
1.6K
$14.2K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.53K+ 109.94% |
$41.1K - $48.2K
|
6.74K
$59.6K
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
106KNew |
$1.24M - $1.45M
|
106K
$937K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
500New |
$5.83K - $6.84K
|
500
$4.43K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-36.8K- 96.59% |
$415K - $506K
|
1.3K
$11.5K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
400+ 47.23% |
$4.52K - $5.5K
|
1.25K
$11K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1.35K- 57.45% |
$15.2K - $18.5K
|
1K
$8.85K
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.09K- 17.73% |
$46.1K - $56.1K
|
19K
$168K
|
|
Q2 2023 | |||||||
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.5KNew |
$15.7K - $20.2K
|
1.5K
$13.3K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$10.5 - $13.5
|
1
$8.85
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
1KNew |
$10.5K - $13.5K
|
1K
$8.85K
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.7KNew |
$38.7K - $49.8K
|
3.7K
$32.8K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
56+ 2.57% |
$501 - $886
|
2.24K
$19.8K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.06K- 48.99% |
$18.4K - $32.6K
|
2.15K
$19K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.1KNew |
$63.3K - $83.3K
|
5.1K
$45.2K
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
166New |
$2.06K - $2.71K
|
166
$1.47K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400New |
$4.96K - $6.53K
|
400
$3.54K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
250New |
$3.1K - $4.08K
|
250
$2.21K
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
12.5KNew |
$155K - $204K
|
12.5K
$111K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
700New |
$8.69K - $11.4K
|
700
$6.2K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
370New |
$4.59K - $6.04K
|
370
$3.27K
|
|
Q3 2022 | |||||||
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-600Closed |
$6.37K - $8.6K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
70+ 5.95% |
$743 - $1K
|
1.25K
$11K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.4KNew |
$14.9K - $20.1K
|
1.4K
$12.4K
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-100- 50.0% |
$1.06K - $1.43K
|
100
$885
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-26.9KClosed |
$251K - $334K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-25Closed |
$233 - $310
|
0
$0
|