Purchases and Sales Made in Q4 2023 in Mv Oil Trust (MVO)
This table provides information about the institutional ownership of Mv Oil Trust (MVO) during Q4 2023. 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 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
106KNew |
$1.24M - $1.45M
|
106K
$937K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.4K+ 1692.97% |
$494K - $579K
|
44.9K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.6KNew |
$241K - $282K
|
20.6K
$183K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 50.27% |
$175K - $205K
|
44.9K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$126K - $147K
|
10.8K
$95.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.53K+ 109.94% |
$41.1K - $48.2K
|
6.74K
$59.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.96KNew |
$22.8K - $26.8K
|
1.96K
$17.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.6KNew |
$18.7K - $21.9K
|
1.6K
$14.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.45K+ 207.14% |
$16.9K - $19.8K
|
2.15K
$19K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
500New |
$5.83K - $6.84K
|
500
$4.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
500+ 12.35% |
$5.83K - $6.84K
|
4.55K
$40.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-435- 2.45% |
$5.07K - $5.95K
|
17.3K
$153K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-466- 46.6% |
$5.43K - $6.37K
|
534
$4.73K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.43K- 3.55% |
$28.3K - $33.2K
|
66K
$584K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-4.1K- 5.88% |
$47.8K - $56K
|
65.6K
$580K
|