Purchases and Sales Made in Q2 2025 in Voc Energy Trust (VOC)
This table provides information about the institutional ownership of Voc Energy Trust (VOC) during Q2 2025. 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 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
45.6K+ 19.75% |
$115K - $151K
|
277K
$747K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.8K+ 152.25% |
$64.7K - $85.6K
|
42.7K
$115K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14K+ 17.25% |
$35.2K - $46.5K
|
95.2K
$257K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.93K+ 15.26% |
$14.9K - $19.7K
|
44.8K
$121K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
5.89K+ 153.89% |
$14.8K - $19.6K
|
9.72K
$26.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
5.3KNew |
$13.3K - $17.6K
|
5.3K
$14.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.01KNew |
$7.57K - $10K
|
3.01K
$8.14K
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.39K+ 1.32% |
$3.49K - $4.62K
|
107K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
500+ 55.56% |
$1.26K - $1.66K
|
1.4K
$3.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
315New |
$791 - $1.05K
|
315
$851
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
180New |
$452 - $598
|
180
$486
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24New |
$60.2 - $79.7
|
24
$64.8
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22- 17.89% |
$55.2 - $73
|
101
$273
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.16K- 34.83% |
$23K - $30.4K
|
17.1K
$46.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-44.5K- 55.28% |
$112K - $148K
|
36K
$97.3K
|