Institutional Ownership Voc Energy Trust (VOC)
This table provides information about the institutional ownership of Voc Energy Trust (VOC). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 560,992 shares, which have been reported (via 13F filing form) to have a value of $2.74 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
184,900
shares
|
$889,368
0.14% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
104,067
shares
|
$500,562
0.08% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
87,140
shares
|
$419,143
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
62,947
shares
|
$302,775
0.0% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
54,369
shares
|
$261,514
0.0% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
21,238
shares
|
$102,154
0.0% of portfolio
|
Q3 2024
Reduced 62.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
11,866
shares
|
$57,075
0.0% of portfolio
|
Q3 2024
Reduced 65.96%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
10,902
shares
|
$52,438
0.0% of portfolio
|
Q3 2024
Reduced 45.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
10,010
shares
|
$48,148
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
5,905
shares
|
$28,403
0.0% of portfolio
|
Q3 2024
Added 40.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,640
shares
|
$22,318
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
1,005
shares
|
$4,834
0.0% of portfolio
|
Q3 2024
Reduced 64.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$4,810
0.0% of portfolio
|
Q4 2023
Added 11.11%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$4,810
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
2
shares
|
$9
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$4
0.0% of portfolio
|
Q2 2023
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
|