Purchases and Sales Made in Q2 2023 in Voc Energy Trust (VOC)
This table provides information about the institutional ownership of Voc Energy Trust (VOC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.8K+ 72.92% |
$112K - $149K
|
37.4K
$189K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.06K+ 40.49% |
$64.4K - $85.5K
|
31.4K
$159K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.73K+ 13.58% |
$40.7K - $54.1K
|
48K
$243K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.22K+ 66.75% |
$22.9K - $30.4K
|
8.04K
$40.7K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3KNew |
$21.3K - $28.3K
|
3K
$15.2K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 4.09% |
$10.5K - $13.9K
|
37.5K
$190K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.24KNew |
$8.79K - $11.7K
|
1.24K
$6.26K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
612New |
$4.35K - $5.77K
|
612
$3.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
400New |
$2.84K - $3.77K
|
400
$2.02K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2New |
$14.2 - $18.9
|
2
$10.1
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$7.1 - $9.43
|
1
$5.06
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 0.03% |
$355 - $472
|
154K
$778K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-1.76K- 1.77% |
$12.5K - $16.6K
|
98K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.5K- 3.26% |
$17.7K - $23.6K
|
74.2K
$375K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-3K- 51.72% |
$21.3K - $28.3K
|
2.8K
$14.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.11K- 4.01% |
$22.1K - $29.3K
|
74.4K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.1K- 21.45% |
$78.5K - $104K
|
40.5K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Rr Advisors, LLC
Dallas, TX |
SELL
|
- |
-25K- 65.79% |
$178K - $236K
|
13K
$65.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25.3K- 23.45% |
$180K - $239K
|
82.7K
$419K
|