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 25 institutions that hold shares in the stock, with a total of 294,212 shares, which have been reported (via 13F filing form) to have a value of $2.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
69,360
shares
|
$613,836
0.11% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
37,641
shares
|
$333,122
0.15% of portfolio
|
Q3 2024
Reduced 34.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
34,183
shares
|
$302,519
0.0% of portfolio
|
Q2 2024
Added 38.66%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
32,576
shares
|
$288,297
0.0% of portfolio
|
Q2 2024
Added 176.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,328
shares
|
$277,252
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
27,729
shares
|
$245,401
0.0% of portfolio
|
Q1 2024
Added 112.87%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
18,000
shares
|
$159,300
0.0% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 03, 2024 Q1 2024 |
12,000
shares
|
$106,200
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
10,678
shares
|
$94,500
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
4,000
shares
|
$35,400
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,550
shares
|
$31,417
0.0% of portfolio
|
Q2 2024
Reduced 21.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,150
shares
|
$27,877
0.0% of portfolio
|
Q1 2024
Reduced 31.75%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
2,503
shares
|
$22,151
0.0% of portfolio
|
Q2 2024
Reduced 69.16%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
1,953
shares
|
$17,284
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,646
shares
|
$14,567
0.0% of portfolio
|
Q2 2024
Added 124.25%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,247
shares
|
$11,035
0.0% of portfolio
|
Q3 2023
Added 47.23%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
700
shares
|
$6,195
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$4,425
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
438
shares
|
$3,876
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
400
shares
|
$3,540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
279
shares
|
$2,469
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
250
shares
|
$2,212
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
100
shares
|
$885
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$8
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|