Purchases and Sales Made in Q1 2023 in Voc Energy Trust (VOC)
This table provides information about the institutional ownership of Voc Energy Trust (VOC) during Q1 2023. The information is specifically focused on institutions that hold shares of VOC Energy Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.5KNew |
$362K - $675K
|
51.5K
$259K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
13K+ 56.45% |
$91.1K - $170K
|
36K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.27K+ 6.15% |
$44K - $82K
|
108K
$544K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.72K+ 13.55% |
$40.2K - $74.9K
|
48K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.44K+ 6.08% |
$31.2K - $58.2K
|
77.5K
$390K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3KNew |
$21.1K - $39.3K
|
3K
$15.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5K+ 150.0% |
$10.5K - $19.6K
|
2.5K
$12.6K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1K+ 25.0% |
$7.02K - $13.1K
|
5K
$25.2K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
424+ 37.86% |
$2.98K - $5.55K
|
1.54K
$7.77K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
400+ 80.0% |
$2.81K - $5.24K
|
900
$4.53K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
333+ 1.51% |
$2.34K - $4.36K
|
22.4K
$113K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
180New |
$1.26K - $2.36K
|
180
$905
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$7.02 - $13.1
|
0
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12- 0.03% |
$84.2 - $157
|
48K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-189- 0.19% |
$1.33K - $2.47K
|
99.8K
$502K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-328- 1.49% |
$2.3K - $4.29K
|
21.6K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.88K- 5.98% |
$34.3K - $63.9K
|
76.7K
$386K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.72K- 11.93% |
$40.2K - $74.9K
|
42.2K
$212K
|