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VOC Energy Trust (VOC) Institutional Ownership

VOC Energy Trust logo
$4.94 -0.06 (-1.20%)
(As of 11/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.97M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$50.69K
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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%
7/17/2024 180 Wealth Advisors LLC165,296$868K0.1%+225.4%0.000%
5/1/2024 Janney Montgomery Scott LLC35,571$215K0.0%+18.5%0.000%
4/16/2024 180 Wealth Advisors LLC50,800$307K0.1%+61.8%0.000%
2/8/2024 Navellier & Associates Inc.100,605$724K0.1%+40.3%0.000%
2/2/2024 Atria Wealth Solutions Inc.36,844$265K0.0%-16.0%0.000%
2/1/2024 Significant Wealth Partners LLC102,771$737K0.5%N/A0.605%
11/13/2023 PNC Financial Services Group Inc.4,640$46K0.0%N/A0.000%
11/9/2023 Navellier & Associates Inc.71,689$704K0.1%-3.6%0.000%
11/8/2023 HighTower Advisors LLC151,645$1.49M0.0%-1.4%0.000%
11/8/2023 Janney Montgomery Scott LLC32,098$315K0.0%-14.2%0.000%
11/8/2023 Atria Wealth Solutions Inc.43,884$431K0.0%-8.5%0.000%
11/1/2023 180 Wealth Advisors LLC32,260$317K0.1%-13.9%0.000%
8/10/2023 McGowan 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%
8/7/2023 Navellier & Associates Inc.74,381$589K0.1%-4.0%0.000%
8/3/2023 Atria 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%
7/12/2023 180 Wealth Advisors LLC37,456$312K0.1%+4.1%0.220%
4/7/2023 180 Wealth Advisors LLC35,984$298K0.1%+56.4%0.212%
2/14/2023 Dorsey Wright & Associates3,481$36K0.0%N/A0.020%
2/13/2023 Atria Wealth Solutions Inc.42,231$438K0.0%-4.1%0.248%
2/9/2023 HighTower Advisors LLC153,870$1.60M0.0%N/A0.905%
2/6/2023 Los Angeles Capital Management LLC11,347$118K0.0%N/A0.067%
2/2/2023 Navellier & Associates Inc.73,049$758K0.2%-9.2%0.430%
2/2/2023 180 Wealth Advisors LLC23,001$249K0.1%+12.4%0.135%
2/1/2023 Janney Montgomery Scott LLC21,954$228K0.0%+22.9%0.129%
11/9/2022 McGowan Group Asset Management Inc.99,575$674K0.1%+4.0%0.586%
11/9/2022 Navellier & Associates Inc.80,418$544K0.1%-2.4%0.473%
10/25/2022 Janney Montgomery Scott LLC17,864$121K0.0%+18.2%0.105%
10/12/2022 180 Wealth Advisors LLC20,466$139K0.0%+33.1%0.120%
8/12/2022 Navellier & Associates Inc.82,366$535K0.1%-3.3%0.485%
8/11/2022 McGowan Group Asset Management Inc.95,778$622K0.1%-10.2%0.563%
8/9/2022 Shoker Investment Counsel Inc.37,252$239K0.1%-28.3%0.219%
8/3/2022 AE Wealth Management LLC57,568$374K0.0%N/A0.339%
7/20/2022 Dorsey Wright & Associates5,685$37K0.0%N/A0.033%
7/11/2022 180 Wealth Advisors LLC15,371$105K0.0%N/A0.090%
5/13/2022 McGowan Group Asset Management Inc.106,700$730K0.1%-34.3%0.628%
5/11/2022 Shoker Investment Counsel Inc.51,976$355K0.2%-26.9%0.306%
4/29/2022 Navellier & Associates Inc.85,160$582K0.1%N/A0.501%
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2/14/2022 IMA Wealth Inc.5,800$27K0.0%N/A0.034%
2/7/2022 Shoker Investment Counsel Inc.71,090$330K0.2%+9.5%0.418%
11/16/2021 Beacon Pointe Advisors LLC17,240$78K0.0%N/A0.101%
11/15/2021 McGowan Group Asset Management Inc.145,596$668K0.1%-14.6%0.856%
11/12/2021 Renaissance Technologies LLC179,207$823K0.0%+14.9%1.054%
11/5/2021 Advisor Group Holdings Inc.12,000$55K0.0%-62.6%0.071%
10/25/2021 Shoker Investment Counsel Inc.64,896$295K0.1%-7.4%0.382%
10/8/2021Golden Green Inc.52,169$239K0.2%-41.3%0.307%
8/13/2021 Renaissance Technologies LLC156,000$738K0.0%-31.1%0.918%
8/13/2021 Northern Trust Corp13,418$64K0.0%+22.6%0.079%
8/2/2021 Advisor Group Holdings Inc.32,083$152K0.0%+172.3%0.189%
7/17/2021Golden Green Inc.88,821$420K0.3%N/A0.522%
5/13/2021 Renaissance Technologies LLC226,324$792K0.0%+406.1%1.331%
5/12/2021 Northern Trust Corp10,947$39K0.0%-50.9%0.064%
5/12/2021 UBS Group AG8,315$29K0.0%-54.3%0.049%
5/11/2021 Shoker Investment Counsel Inc.67,931$235K0.1%-29.1%0.400%
2/24/2021Virtu Financial LLC15,952$35K0.0%N/A0.094%
2/10/2021 Renaissance 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 10 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 554,196 shares in the last 24 months. This purchase volume represents approximately $4.13M 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. ($13.17K), 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 65,892 shares in the last 24 months. This volume of shares sold represents approximately $576.25K in transactions.



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