Purchases and Sales Made in Q1 2023 in Valvoline Inc (VVV)
This table provides information about the institutional ownership of Valvoline Inc (VVV) during Q1 2023. The information is specifically focused on institutions that hold shares of VALVOLINE INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34New |
$1.12K - $1.26K
|
34
$1.25K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
28New |
$920 - $1.04K
|
28
$1.03K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
23New |
$756 - $852
|
23
$842
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23+ 14.84% |
$756 - $852
|
178
$6.52K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16New |
$526 - $592
|
16
$586
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 0.24% |
$427 - $481
|
5.36K
$196K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 90.0% |
$296 - $333
|
19
$696
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.09% |
$131 - $148
|
4.43K
$162K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$32.9 - $37
|
1
$36.6
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 2.06% |
$65.7 - $74.1
|
95
$3.48K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 7.41% |
$65.7 - $74.1
|
25
$916
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-3- 75.0% |
$98.6 - $111
|
1
$36.6
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6Closed |
$197 - $222
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-6- 5.61% |
$197 - $222
|
101
$3.7K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-29- 1.41% |
$953 - $1.07K
|
2.03K
$74.5K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-34- 0.17% |
$1.12K - $1.26K
|
20.4K
$749K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-34- 10.06% |
$1.12K - $1.26K
|
304
$11.1K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-44- 0.35% |
$1.45K - $1.63K
|
12.7K
$463K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-63- 18.69% |
$2.07K - $2.33K
|
274
$10K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-65- 0.53% |
$2.14K - $2.41K
|
12.1K
$443K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-71- 0.32% |
$2.33K - $2.63K
|
22K
$806K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 30.4% |
$3.29K - $3.7K
|
229
$8.39K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-112- 18.64% |
$3.68K - $4.15K
|
489
$17.9K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-116- 1.86% |
$3.81K - $4.3K
|
6.13K
$224K
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-137Closed |
$4.5K - $5.07K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-157- 0.99% |
$5.16K - $5.81K
|
15.8K
$577K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-200- 0.7% |
$6.57K - $7.41K
|
28.5K
$1.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-281- 13.52% |
$9.23K - $10.4K
|
1.8K
$65.8K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-284- 1.66% |
$9.33K - $10.5K
|
16.8K
$617K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-290- 32.22% |
$9.53K - $10.7K
|
610
$22.3K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-290- 32.22% |
$9.53K - $10.7K
|
610
$22.3K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-334- 80.29% |
$11K - $12.4K
|
82
$3K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-413- 84.63% |
$13.6K - $15.3K
|
75
$2.75K
|
|
|
Apr 28, 2023
Q1 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-419- 1.91% |
$13.8K - $15.5K
|
21.6K
$790K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-427- 4.71% |
$14K - $15.8K
|
8.64K
$316K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-532- 4.19% |
$17.5K - $19.7K
|
12.2K
$446K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-564- 4.59% |
$18.5K - $20.9K
|
11.7K
$429K
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-565- 0.28% |
$18.6K - $20.9K
|
202K
$7.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-585- 7.02% |
$19.2K - $21.7K
|
7.75K
$284K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-609- 3.74% |
$20K - $22.6K
|
15.7K
$574K
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-634- 0.59% |
$20.8K - $23.5K
|
107K
$3.93M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-719- 5.83% |
$23.6K - $26.6K
|
11.6K
$425K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-750- 9.96% |
$24.6K - $27.8K
|
6.78K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-769- 4.81% |
$25.3K - $28.5K
|
15.2K
$557K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-777- 1.89% |
$25.5K - $28.8K
|
40.4K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-788- 2.41% |
$25.9K - $29.2K
|
31.9K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-831- 5.49% |
$27.3K - $30.8K
|
14.3K
$524K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-923- 46.31% |
$30.3K - $34.2K
|
1.07K
$39.2K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-936- 13.85% |
$30.7K - $34.7K
|
5.82K
$213K
|