Purchases and Sales Made in Q1 2024 in Mv Oil Trust (MVO)
This table provides information about the institutional ownership of Mv Oil Trust (MVO) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.2KNew |
$256K - $354K
|
28.2K
$211K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
14.7K+ 112.87% |
$133K - $185K
|
27.7K
$207K
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
12KNew |
$109K - $151K
|
12K
$89.8K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.8KNew |
$107K - $148K
|
11.8K
$88.2K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.61K+ 224.21% |
$50.9K - $70.5K
|
8.12K
$60.7K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.01K+ 19.4% |
$36.3K - $50.3K
|
24.7K
$184K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.07K+ 1.61% |
$9.67K - $13.4K
|
67.1K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
438New |
$3.97K - $5.5K
|
438
$3.28K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
200+ 37.45% |
$1.81K - $2.51K
|
734
$5.49K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
68+ 3.47% |
$617 - $854
|
2.03K
$15.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-50- 0.28% |
$454 - $628
|
18K
$135K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1K- 31.75% |
$9.07K - $12.6K
|
2.15K
$16.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.37K- 3.62% |
$21.5K - $29.8K
|
63.2K
$473K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.29K- 36.34% |
$57K - $79K
|
11K
$82.4K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.8K- 81.92% |
$333K - $462K
|
8.12K
$60.7K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.8K- 81.92% |
$333K - $462K
|
8.12K
$60.7K
|