Institutional Ownership Mv Oil Trust (MVO)
This table provides information about the institutional ownership of Mv Oil Trust (MVO). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 264,971 shares, which have been reported (via 13F filing form) to have a value of $1.42 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
65,976
shares
|
$356,270
0.09% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,328
shares
|
$169,171
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
29,473
shares
|
$159,154
0.1% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
27,729
shares
|
$149,736
0.0% of portfolio
|
Q1 2024
Added 112.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
26,637
shares
|
$143,839
0.0% of portfolio
|
Q3 2024
Reduced 22.08%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
18,000
shares
|
$97,200
0.0% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
16,827
shares
|
$90,865
0.0% of portfolio
|
Q3 2024
Added 1249.4%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
12,525
shares
|
$67,635
0.04% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
10,101
shares
|
$54,545
0.0% of portfolio
|
Q3 2024
Added 303.56%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
5,992
shares
|
$32,356
0.0% of portfolio
|
Q4 2024
Added 443.25%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,600
shares
|
$24,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,150
shares
|
$22,410
0.0% of portfolio
|
Q3 2024
Added 31.75%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
3,939
shares
|
$21,270
0.0% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,250
shares
|
$17,550
0.0% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,893
shares
|
$10,222
0.0% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1,000
shares
|
$5,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
700
shares
|
$3,780
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$2,700
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
250
shares
|
$1,350
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
100
shares
|
$540
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
32
shares
|
$172
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$5
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|