Institutional Ownership Mv Oil Trust (MVO)
This table provides information about the institutional ownership of Mv Oil Trust (MVO). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 262,867 shares, which have been reported (via 13F filing form) to have a value of $1.34 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
65,976
shares
|
$335,158
0.09% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
37,434
shares
|
$190,164
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
31,346
shares
|
$159,237
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
29,473
shares
|
$149,722
0.1% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
27,729
shares
|
$140,863
0.0% of portfolio
|
Q1 2024
Added 112.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
20,511
shares
|
$104,195
0.0% of portfolio
|
Q4 2024
Reduced 23.0%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
18,000
shares
|
$91,440
0.0% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
5,992
shares
|
$30,439
0.0% of portfolio
|
Q4 2024
Added 443.25%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,400
shares
|
$27,432
0.0% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,219
shares
|
$21,432
0.0% of portfolio
|
Q4 2024
Reduced 74.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,951
shares
|
$20,071
0.0% of portfolio
|
Q4 2024
Added 21.57%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
3,939
shares
|
$20,010
0.0% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,150
shares
|
$16,002
0.0% of portfolio
|
Q4 2024
Reduced 24.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,893
shares
|
$9,616
0.0% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,271
shares
|
$6,456
0.0% of portfolio
|
Q4 2024
Reduced 87.42%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1,000
shares
|
$5,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
700
shares
|
$3,556
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$2,540
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
250
shares
|
$1,270
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
100
shares
|
$508
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
32
shares
|
$162
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$5
0.0% of portfolio
|
Q2 2023
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
|