Institutional Ownership Vivakor, Inc. (VIVK)
This table provides information about the institutional ownership of Vivakor, Inc. (VIVK). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 4.45 Million shares, which have been reported (via 13F filing form) to have a value of $3.52 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
3,009,552
shares
|
$2.47 Million
2.12% of portfolio
|
Q2 2023
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
885,635
shares
|
$726,220
0.21% of portfolio
|
Q3 2024
Added 1005.18%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
204,375
shares
|
$167,587
0.0% of portfolio
|
Q4 2024
Added 112.25%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
129,524
shares
|
$106,209
0.0% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
69,357
shares
|
$56,872
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
37,774
shares
|
$30,974
0.0% of portfolio
|
Q3 2024
Added 53.35%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
24,849
shares
|
$20,376
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
20,427
shares
|
$16,750
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
20,000
shares
|
$16,400
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,740
shares
|
$10,446
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
12,000
shares
|
$9,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
11,097
shares
|
$9,099
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
10,000
shares
|
$8,200
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,782
shares
|
$3,101
0.0% of portfolio
|
Q4 2024
Added 27.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$1,640
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
335
shares
|
$274
0.0% of portfolio
|
Q4 2023
Reduced 9.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
101
shares
|
$82
0.0% of portfolio
|
Q4 2024
Reduced 91.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
30
shares
|
$24
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4
shares
|
$3
0.0% of portfolio
|
Q4 2024
Reduced 99.94%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
2
shares
|
$1
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|