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MV Oil Trust (MVO) Institutional Ownership

MV Oil Trust logo
$9.08 -0.15 (-1.63%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for MV Oil Trust (NYSE:MVO)

Current
Institutional Ownership
Percentage
3.54%
Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$1.74M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$412.95K
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MVO Institutional Buying and Selling by Quarter

MV Oil Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/6/2024 RIA Advisory Group LLC12,525$119K0.0%N/A0.109%
10/22/2024 Symphony Financial Ltd. Co.69,360$652K0.1%+1.9%0.603%
10/9/2024 Selective Wealth Management Inc.37,641$370K0.2%-34.7%0.327%
8/14/2024 Marshall Wace LLP32,576$307K0.0%+176.4%0.283%
7/10/2024 Selective Wealth Management Inc.57,674$532K0.2%-8.7%0.502%
5/3/2024 RIA Advisory Group LLC12,000$128K0.1%N/A0.104%
5/1/2024 Janney Montgomery Scott LLC11,016$118K0.0%-36.3%0.096%
4/17/2024 Symphony Financial Ltd. Co.67,103$717K0.2%+1.6%0.584%
4/11/2024 Selective Wealth Management Inc.63,186$653K0.3%-3.6%0.549%
2/1/2024 Significant Wealth Partners LLC105,920$1.27M0.9%N/A0.921%
1/18/2024 Symphony Financial Ltd. Co.66,037$768K0.2%-3.5%0.574%
1/5/2024 Selective Wealth Management Inc.65,556$798K0.4%-5.9%0.570%
11/8/2023 Janney Montgomery Scott LLC17,740$242K0.0%+6.4%0.154%
10/13/2023 Redhawk Wealth Advisors Inc.18,957$258K0.1%-17.7%0.165%
10/10/2023 Selective Wealth Management Inc.69,655$949K0.5%-13.3%0.606%
7/26/2023 Janney Montgomery Scott LLC16,680$213K0.0%+65.9%0.145%
7/12/2023 Symphony Financial Ltd. Co.68,037$870K0.2%-13.2%0.592%
7/11/2023 Selective Wealth Management Inc.80,343$1.09M0.5%N/A0.699%
4/28/2023 Janney Montgomery Scott LLC10,057$119K0.0%-40.8%0.087%
4/25/2023 PSI Advisors LLC2,750$33K0.0%+57.1%0.024%
4/12/2023 Worth Asset Management LLC2,145$25K0.0%-49.0%0.019%
2/10/2023 Redhawk Wealth Advisors Inc.23,006$376K0.1%N/A0.200%
2/9/2023 RIA Advisory Group LLC12,000$196K0.1%N/A0.104%
2/1/2023 Janney Montgomery Scott LLC16,998$278K0.0%+19.5%0.148%
1/23/2023 Selective Wealth Management Inc.90,159$1.41M0.7%-65.1%0.784%
1/13/2023 Worth Asset Management LLC4,205$69K0.0%+460.7%0.037%
11/9/2022 Group One Trading L.P.2,715$34K0.0%N/A0.024%
10/28/2022 Symphony Financial Ltd. Co.78,853$954K0.3%+2.2%0.686%
10/27/2022 CWM LLC18,000$224K0.0%+20.0%0.157%
10/25/2022 Janney Montgomery Scott LLC14,227$177K0.0%-36.2%0.124%
10/21/2022 Selective Wealth Management Inc.258,516$3.22M1.4%-1.4%2.248%
7/28/2022 CWM LLC15,000$169K0.0%-11.8%0.130%
7/28/2022 Selective Wealth Management Inc.262,250$2.93M1.0%+73.7%2.280%
5/13/2022 Symphony Financial Ltd. Co.76,280$882K0.2%+11.4%0.000%
4/20/2022 Selective Wealth Management Inc.151,006$1.77M0.6%N/A1.313%
1/31/2022 CWM LLC17,000$150K0.0%N/A0.148%
1/27/2022 Janney Montgomery Scott LLC21,166$187K0.0%+20.5%0.184%
10/29/2021 Janney Montgomery Scott LLC17,568$152K0.0%+31.6%0.153%
10/12/2021 Symphony Financial Ltd. Co.68,369$569K0.2%+2.5%0.595%
8/13/2021 Sigma Planning Corp10,326$88K0.0%N/A0.090%
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8/13/2021 California Public Employees Retirement System11,152$95K0.0%-73.6%0.097%
8/11/2021 Susquehanna International Group LLP13,532$115K0.0%-17.2%0.118%
7/31/2021 Symphony Financial Ltd. Co.66,716$567K0.2%-19.9%0.580%
4/27/2021 Janney Montgomery Scott LLC12,650$55K0.0%N/A0.110%
4/15/2021 Symphony Financial Ltd. Co.83,276$433K0.1%+19.6%0.724%
3/26/2021 Susquehanna International Group LLP10,696$33K0.0%N/A0.093%
2/8/2021 VisionPoint Advisory Group LLC18,250$57K0.0%-14.1%0.159%
1/13/2021 Symphony Financial Ltd. Co.69,613$219K0.1%+11.8%0.605%
11/12/2020 Arrowstreet Capital Limited Partnership47,138$107K0.0%-28.9%0.410%
(Data available from 1/1/2016 forward)

MVO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MVO shares?

During the previous two years, 9 institutional investors and hedge funds held shares of MV Oil Trust. The most heavily invested institutionals were Significant Wealth Partners LLC ($1.27M), Symphony Financial Ltd. Co. ($652K), Selective Wealth Management Inc. ($370K), Marshall Wace LLP ($307K), Redhawk Wealth Advisors Inc. ($258K), RIA Advisory Group LLC ($119K), and Janney Montgomery Scott LLC ($118K).Learn more on MVO's institutional investors.

What percentage of MV Oil Trust stock is owned by institutional investors?

3.54% of MV Oil Trust stock is owned by institutional investors. Learn more on MVO's institutional investor holdings.

Which institutional investors have been buying MV Oil Trust stock?

Of the 9 institutional investors that purchased MV Oil Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Significant Wealth Partners LLC ($105.92K), Selective Wealth Management Inc. ($80.34K), RIA Advisory Group LLC ($36.53K), Redhawk Wealth Advisors Inc. ($23.01K), Marshall Wace LLP ($20.79K), Janney Montgomery Scott LLC ($10.45K), and Worth Asset Management LLC ($3.46K).

How much institutional buying is happening at MV Oil Trust?

Institutional investors have bought a total of 283,862 shares in the last 24 months. This purchase volume represents approximately $3.56M in transactions.

Which MV Oil Trust major shareholders have been selling company stock?

The following institutional investors have sold MV Oil Trust stock in the last 24 months: Selective Wealth Management Inc. ($211.06K), Janney Montgomery Scott LLC ($13.23K), Symphony Financial Ltd. Co. ($12.78K), Redhawk Wealth Advisors Inc. ($4.09K), and Worth Asset Management LLC ($2.06K).

How much institutional selling is happening at MV Oil Trust?

Institutional investors have sold a total of 243,212 shares in the last 24 months. This volume of shares sold represents approximately $3.60M in transactions.



This page (NYSE:MVO) was last updated on 11/21/2024 by MarketBeat.com Staff
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