Purchases and Sales Made in Q1 2022 in Mv Oil Trust (MVO)
This table provides information about the institutional ownership of Mv Oil Trust (MVO) during Q1 2022. The information is specifically focused on institutions that hold shares of MV Oil Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
151KNew |
$1.31M - $2.2M
|
151K
$1.34M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.8KNew |
$450K - $756K
|
51.8K
$459K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9KNew |
$94.7K - $159K
|
10.9K
$96.5K
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.78K+ 11.36% |
$67.6K - $113K
|
76.3K
$675K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.73K+ 368.1% |
$67.2K - $113K
|
9.83K
$87K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.15KNew |
$10K - $16.8K
|
1.15K
$10.2K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
750New |
$6.52K - $10.9K
|
750
$6.64K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
583New |
$5.07K - $8.5K
|
583
$5.16K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
376+ 1.78% |
$3.27K - $5.48K
|
21.5K
$191K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
200+ 21.05% |
$1.74K - $2.92K
|
1.15K
$10.2K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
50New |
$435 - $729
|
50
$443
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
48+ 4.43% |
$417 - $700
|
1.13K
$10K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
25New |
$217 - $365
|
25
$221
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
25New |
$217 - $365
|
25
$221
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$8.69 - $14.6
|
1
$8.85
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-550Closed |
$4.78K - $8.02K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1KClosed |
$8.69K - $14.6K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.9KClosed |
$16.5K - $27.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.66K- 83.06% |
$31.8K - $53.4K
|
747
$6.61K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.2KClosed |
$97.5K - $164K
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.5K- 37.82% |
$108K - $182K
|
20.5K
$181K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.5K- 50.0% |
$178K - $299K
|
20.5K
$181K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.7K- 56.18% |
$215K - $360K
|
19.3K
$170K
|