Purchases and Sales Made in Q4 2022 in Mv Oil Trust (MVO)
This table provides information about the institutional ownership of Mv Oil Trust (MVO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.9K+ 105.45% |
$309K - $406K
|
48.5K
$429K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
23KNew |
$286K - $376K
|
23K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.7KNew |
$232K - $306K
|
18.7K
$166K
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
12.5KNew |
$155K - $204K
|
12.5K
$111K
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
12KNew |
$149K - $196K
|
12K
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.1KNew |
$63.3K - $83.3K
|
5.1K
$45.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
3.46K+ 460.67% |
$42.9K - $56.4K
|
4.21K
$37.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.77K+ 19.48% |
$34.4K - $45.3K
|
17K
$150K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.22K+ 37.1% |
$27.5K - $36.2K
|
8.19K
$72.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.18KNew |
$27K - $35.6K
|
2.18K
$19.3K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
700New |
$8.69K - $11.4K
|
700
$6.2K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400New |
$4.96K - $6.53K
|
400
$3.54K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
370New |
$4.59K - $6.04K
|
370
$3.27K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
250New |
$3.1K - $4.08K
|
250
$2.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
166New |
$2.06K - $2.71K
|
166
$1.47K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
50+ 0.28% |
$621 - $816
|
18.1K
$160K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-504- 0.64% |
$6.25K - $8.23K
|
78.3K
$693K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-567- 24.68% |
$7.04K - $9.26K
|
1.73K
$15.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.42K- 32.06% |
$17.6K - $23.2K
|
3.01K
$26.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.5K- 57.61% |
$279K - $367K
|
16.5K
$146K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-46.8K- 99.33% |
$581K - $765K
|
315
$2.79K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-168K- 65.12% |
$2.09M - $2.75M
|
90.2K
$798K
|