Purchases and Sales Made in Q2 2025 in Mv Oil Trust (MVO)
This table provides information about the institutional ownership of Mv Oil Trust (MVO) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
68.4KNew |
$358K - $438K
|
68.4K
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
26.3K+ 151.1% |
$138K - $168K
|
43.7K
$178K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22K+ 1190.65% |
$115K - $141K
|
23.9K
$97.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.9KNew |
$83.2K - $102K
|
15.9K
$64.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
15.3KNew |
$79.9K - $97.7K
|
15.3K
$62.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
9.54KNew |
$49.9K - $61.1K
|
9.54K
$38.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.96K+ 25.4% |
$31.2K - $38.2K
|
29.4K
$120K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
3.08KNew |
$16.1K - $19.7K
|
3.08K
$12.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
700+ 233.33% |
$3.66K - $4.48K
|
1K
$4.07K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
90New |
$471 - $576
|
90
$366
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-298- 15.68% |
$1.56K - $1.91K
|
1.6K
$6.52K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-333- 1.04% |
$1.74K - $2.13K
|
31.5K
$128K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-501- 12.68% |
$2.62K - $3.21K
|
3.45K
$14K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-802- 50.06% |
$4.19K - $5.13K
|
800
$3.26K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.15K- 18.7% |
$6.01K - $7.36K
|
5K
$20.4K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.15K- 18.7% |
$6.01K - $7.36K
|
5K
$20.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.4K- 12.66% |
$7.32K - $8.96K
|
9.66K
$39.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.78K- 10.47% |
$14.5K - $17.8K
|
23.7K
$96.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.24K- 95.96% |
$43.1K - $52.7K
|
347
$1.41K
|
|