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VOC Energy Trust (VOC) Institutional Ownership

VOC Energy Trust logo
$4.93
-0.24 (-4.64%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for VOC Energy Trust (NYSE:VOC)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$2.02M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$190.56K
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VOC Institutional Buying and Selling by Quarter

VOC Energy Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/5/2024Sanctuary Advisors LLC67,139$323K0.0%N/A0.395%
7/17/2024180 Wealth Advisors LLC165,296$868K0.1%+225.4%0.000%
5/1/2024 Janney Montgomery Scott LLC35,571$215K0.0%+18.5%0.000%
4/16/2024180 Wealth Advisors LLC50,800$307K0.1%+61.8%0.000%
2/8/2024Navellier & Associates Inc.100,605$724K0.1%+40.3%0.000%
2/2/2024Atria Wealth Solutions Inc.36,844$265K0.0%-16.0%0.000%
2/1/2024Significant Wealth Partners LLC102,771$737K0.5%N/A0.605%
11/13/2023PNC Financial Services Group Inc.4,640$46K0.0%N/A0.000%
11/9/2023Navellier & Associates Inc.71,689$704K0.1%-3.6%0.000%
11/8/2023HighTower Advisors LLC151,645$1.49M0.0%-1.4%0.000%
11/8/2023 Janney Montgomery Scott LLC32,098$315K0.0%-14.2%0.000%
11/8/2023Atria Wealth Solutions Inc.43,884$431K0.0%-8.5%0.000%
11/1/2023180 Wealth Advisors LLC32,260$317K0.1%-13.9%0.000%
8/10/2023McGowan Group Asset Management Inc.98,018$776K0.1%-1.8%0.000%
8/10/2023Cetera Advisor Networks LLC82,724$655K0.0%-23.5%0.000%
8/7/2023Navellier & Associates Inc.74,381$589K0.1%-4.0%0.000%
8/3/2023Atria Wealth Solutions Inc.47,964$380K0.0%+13.6%0.000%
7/26/2023 Janney Montgomery Scott LLC37,395$296K0.0%+72.9%0.000%
7/12/2023180 Wealth Advisors LLC37,456$312K0.1%+4.1%0.220%
4/7/2023180 Wealth Advisors LLC35,984$298K0.1%+56.4%0.212%
2/14/2023Dorsey Wright & Associates3,481$36K0.0%N/A0.020%
2/13/2023Atria Wealth Solutions Inc.42,231$438K0.0%-4.1%0.248%
2/9/2023HighTower Advisors LLC153,870$1.60M0.0%N/A0.905%
2/6/2023Los Angeles Capital Management LLC11,347$118K0.0%N/A0.067%
2/2/2023Navellier & Associates Inc.73,049$758K0.2%-9.2%0.430%
2/2/2023180 Wealth Advisors LLC23,001$249K0.1%+12.4%0.135%
2/1/2023 Janney Montgomery Scott LLC21,954$228K0.0%+22.9%0.129%
11/9/2022McGowan Group Asset Management Inc.99,575$674K0.1%+4.0%0.586%
11/9/2022Navellier & Associates Inc.80,418$544K0.1%-2.4%0.473%
10/25/2022 Janney Montgomery Scott LLC17,864$121K0.0%+18.2%0.105%
10/12/2022180 Wealth Advisors LLC20,466$139K0.0%+33.1%0.120%
8/12/2022Navellier & Associates Inc.82,366$535K0.1%-3.3%0.485%
8/11/2022McGowan Group Asset Management Inc.95,778$622K0.1%-10.2%0.563%
8/9/2022Shoker Investment Counsel Inc.37,252$239K0.1%-28.3%0.219%
8/3/2022AE Wealth Management LLC57,568$374K0.0%N/A0.339%
7/20/2022Dorsey Wright & Associates5,685$37K0.0%N/A0.033%
7/11/2022180 Wealth Advisors LLC15,371$105K0.0%N/A0.090%
5/13/2022McGowan Group Asset Management Inc.106,700$730K0.1%-34.3%0.628%
5/11/2022Shoker Investment Counsel Inc.51,976$355K0.2%-26.9%0.306%
4/29/2022Navellier & Associates Inc.85,160$582K0.1%N/A0.501%
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2/14/2022IMA Wealth Inc.5,800$27K0.0%N/A0.034%
2/7/2022Shoker Investment Counsel Inc.71,090$330K0.2%+9.5%0.418%
11/16/2021Beacon Pointe Advisors LLC17,240$78K0.0%N/A0.101%
11/15/2021McGowan Group Asset Management Inc.145,596$668K0.1%-14.6%0.856%
11/12/2021Renaissance Technologies LLC179,207$823K0.0%+14.9%1.054%
11/5/2021Advisor Group Holdings Inc.12,000$55K0.0%-62.6%0.071%
10/25/2021Shoker Investment Counsel Inc.64,896$295K0.1%-7.4%0.382%
10/8/2021Golden Green Inc.52,169$239K0.2%-41.3%0.307%
8/13/2021Renaissance Technologies LLC156,000$738K0.0%-31.1%0.918%
8/13/2021Northern Trust Corp13,418$64K0.0%+22.6%0.079%
8/2/2021Advisor Group Holdings Inc.32,083$152K0.0%+172.3%0.189%
7/17/2021Golden Green Inc.88,821$420K0.3%N/A0.522%
5/13/2021Renaissance Technologies LLC226,324$792K0.0%+406.1%1.331%
5/12/2021Northern Trust Corp10,947$39K0.0%-50.9%0.064%
5/12/2021UBS Group AG8,315$29K0.0%-54.3%0.049%
5/11/2021Shoker Investment Counsel Inc.67,931$235K0.1%-29.1%0.400%
2/24/2021Virtu Financial LLC15,952$35K0.0%N/A0.094%
2/10/2021Renaissance Technologies LLC44,722$99K0.0%+104.2%0.263%
1/29/2021 Creative Planning161,390$358K0.0%+4.2%0.949%
(Data available from 1/1/2016 forward)

VOC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VOC shares?

During the previous two years, 12 institutional investors and hedge funds held shares of VOC Energy Trust. The most heavily invested institutionals were HighTower Advisors LLC ($1.49M), 180 Wealth Advisors LLC ($868K), McGowan Group Asset Management Inc. ($776K), Significant Wealth Partners LLC ($737K), Navellier & Associates Inc. ($724K), Cetera Advisor Networks LLC ($655K), and Sanctuary Advisors LLC ($323K).Learn more on VOC's institutional investors.

Which institutional investors have been buying VOC Energy Trust stock?

Of the 11 institutional investors that purchased VOC Energy Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HighTower Advisors LLC ($153.87K), 180 Wealth Advisors LLC ($150.89K), Significant Wealth Partners LLC ($102.77K), Sanctuary Advisors LLC ($67.14K), Navellier & Associates Inc. ($28.92K), Janney Montgomery Scott LLC ($25.41K), and Los Angeles Capital Management LLC ($11.35K).

How much institutional buying is happening at VOC Energy Trust?

Institutional investors have bought a total of 557,993 shares in the last 24 months. This purchase volume represents approximately $4.15M in transactions.

Which VOC Energy Trust major shareholders have been selling company stock?

The following institutional investors have sold VOC Energy Trust stock in the last 24 months: Cetera Advisor Networks LLC ($25.35K), Navellier & Associates Inc. ($15.12K), Atria Wealth Solutions Inc. ($12.94K), Janney Montgomery Scott LLC ($5.30K), 180 Wealth Advisors LLC ($5.20K), HighTower Advisors LLC ($2.18K), and McGowan Group Asset Management Inc. ($1.76K).

How much institutional selling is happening at VOC Energy Trust?

Institutional investors have sold a total of 67,840 shares in the last 24 months. This volume of shares sold represents approximately $589.44K in transactions.



This page (NYSE:VOC) was last updated on 11/2/2024 by MarketBeat.com Staff
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