Institutional Ownership Vivakor, Inc. (VIVK)
This table provides information about the institutional ownership of Vivakor, Inc. (VIVK). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 4.37 Million shares, which have been reported (via 13F filing form) to have a value of $4.41 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
|
$3.04 Million
2.12% of portfolio
|
Q2 2023
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
885,635
shares
|
$894,491
0.21% of portfolio
|
Q3 2024
Added 1005.18%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
129,103
shares
|
$130,394
0.0% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
96,288
shares
|
$97,250
0.0% of portfolio
|
Q3 2024
Added 243.06%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
69,357
shares
|
$70,050
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
37,774
shares
|
$38,151
0.0% of portfolio
|
Q3 2024
Added 53.35%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
24,849
shares
|
$25,097
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
20,427
shares
|
$20,631
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
20,000
shares
|
$20,200
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
12,740
shares
|
$12,867
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
12,000
shares
|
$12,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
11,097
shares
|
$11,207
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
10,111
shares
|
$10,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
10,000
shares
|
$10,100
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,649
shares
|
$6,715
0.0% of portfolio
|
Q3 2024
Added 166125.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,000
shares
|
$6,060
0.0% of portfolio
|
Q2 2024
Added 3954.05%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,972
shares
|
$3,001
0.0% of portfolio
|
Q3 2024
Reduced 49.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$2,020
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,136
shares
|
$1,147
0.0% of portfolio
|
Q3 2024
Added 588.48%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
335
shares
|
$338
0.0% of portfolio
|
Q4 2023
Reduced 9.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
30
shares
|
$30
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
2
shares
|
$2
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|