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 27 institutions that hold shares in the stock, with a total of 309,537 shares, which have been reported (via 13F filing form) to have a value of $2.85 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Apr 17, 2024 Q1 2024 |
67,103
shares
|
$617,347
0.17% of portfolio
|
Q1 2024
Added 1.61%
|
|
|
Selective Wealth Management, Inc.
|
Apr 11, 2024 Q1 2024 |
63,186
shares
|
$581,311
0.29% of portfolio
|
Q1 2024
Reduced 3.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
28,197
shares
|
$259,412
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
27,729
shares
|
$255,106
0.0% of portfolio
|
Q1 2024
Added 112.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
24,652
shares
|
$226,798
0.0% of portfolio
|
Q1 2024
Added 19.4%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
May 14, 2024 Q1 2024 |
18,957
shares
|
$174,404
0.03% of portfolio
|
Q3 2023
Reduced 17.73%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
18,000
shares
|
$165,600
0.0% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 03, 2024 Q1 2024 |
12,000
shares
|
$110,399
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2024 Q1 2024 |
11,785
shares
|
$108,421
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
11,016
shares
|
$101,347
0.0% of portfolio
|
Q1 2024
Reduced 36.34%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
8,115
shares
|
$74,658
0.0% of portfolio
|
Q1 2024
Reduced 81.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
4,550
shares
|
$41,860
0.0% of portfolio
|
Q4 2023
Added 12.35%
|
|
|
South State Corp
|
May 06, 2024 Q1 2024 |
4,000
shares
|
$36,800
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,150
shares
|
$19,780
0.0% of portfolio
|
Q4 2023
Added 207.14%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
2,027
shares
|
$18,648
0.01% of portfolio
|
Q1 2024
Added 3.47%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,247
shares
|
$11,472
0.0% of portfolio
|
Q3 2023
Added 47.23%
|
|
|
Psi Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
1,000
shares
|
$9,200
0.0% of portfolio
|
Q3 2023
Reduced 57.45%
|
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,000
shares
|
$9,200
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
734
shares
|
$6,752
0.0% of portfolio
|
Q1 2024
Added 37.45%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 02, 2024 Q1 2024 |
700
shares
|
$6,439
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$4,600
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
438
shares
|
$4,029
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
250
shares
|
$2,300
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
100
shares
|
$919
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 19, 2024 Q1 2024 |
100
shares
|
$919
0.0% of portfolio
|
Q2 2022
New holding
|
|