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MV Oil Trust (MVO) Institutional Ownership

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

Current
Institutional Ownership
Percentage
3.54%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$2.44M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$521.27K
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MVO Institutional Buying and Selling by Quarter

MV Oil Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2024Symphony 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%
2/1/2024Significant Wealth Partners LLC105,920$1.27M0.9%N/A0.921%
1/18/2024Symphony 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%
11/8/2023Janney Montgomery Scott LLC17,740$242K0.0%+6.4%0.154%
10/13/2023Redhawk 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%
7/26/2023Janney Montgomery Scott LLC16,680$213K0.0%+65.9%0.145%
7/12/2023Symphony 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%
4/28/2023Janney Montgomery Scott LLC10,057$119K0.0%-40.8%0.087%
4/25/2023PSI Advisors LLC2,750$33K0.0%+57.1%0.024%
4/12/2023 Worth Asset Management LLC2,145$25K0.0%-49.0%0.019%
2/10/2023Redhawk Wealth Advisors Inc.23,006$376K0.1%N/A0.200%
2/9/2023RIA Advisory Group LLC12,000$196K0.1%N/A0.104%
2/1/2023Janney 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%
11/9/2022Group One Trading L.P.2,715$34K0.0%N/A0.024%
10/28/2022Symphony Financial Ltd. Co.78,853$954K0.3%+2.2%0.686%
10/27/2022 CWM LLC18,000$224K0.0%+20.0%0.157%
10/25/2022Janney 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%
5/13/2022Symphony 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%
1/27/2022Janney Montgomery Scott LLC21,166$187K0.0%+20.5%0.184%
10/29/2021Janney Montgomery Scott LLC17,568$152K0.0%+31.6%0.153%
10/12/2021Symphony Financial Ltd. Co.68,369$569K0.2%+2.5%0.595%
8/13/2021Sigma Planning Corp10,326$88K0.0%N/A0.090%
8/13/2021California Public Employees Retirement System11,152$95K0.0%-73.6%0.097%
8/11/2021Susquehanna International Group LLP13,532$115K0.0%-17.2%0.118%
7/31/2021Symphony Financial Ltd. Co.66,716$567K0.2%-19.9%0.580%
4/27/2021Janney Montgomery Scott LLC12,650$55K0.0%N/A0.110%
4/15/2021Symphony Financial Ltd. Co.83,276$433K0.1%+19.6%0.724%
3/26/2021Susquehanna International Group LLP10,696$33K0.0%N/A0.093%
2/8/2021VisionPoint Advisory Group LLC18,250$57K0.0%-14.1%0.159%
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1/13/2021Symphony Financial Ltd. Co.69,613$219K0.1%+11.8%0.605%
11/12/2020Arrowstreet Capital Limited Partnership47,138$107K0.0%-28.9%0.410%
10/9/2020Symphony Financial Ltd. Co.62,292$142K0.1%-17.5%0.542%
7/8/2020Symphony Financial Ltd. Co.75,534$316K0.2%+21.0%0.657%
2/14/2020Bank of America Corp DE136,423$855K0.0%+3,797.8%1.186%
(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, 10 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. ($717K), Selective Wealth Management Inc. ($653K), Redhawk Wealth Advisors Inc. ($258K), Janney Montgomery Scott LLC ($242K), CWM LLC ($224K), and RIA Advisory Group LLC ($196K).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 10 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: Selective Wealth Management Inc. ($191.59K), Significant Wealth Partners LLC ($105.92K), Redhawk Wealth Advisors Inc. ($23.01K), RIA Advisory Group LLC ($12K), Symphony Financial Ltd. Co. ($10.54K), 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 363,679 shares in the last 24 months. This purchase volume represents approximately $4.54M 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. ($189.25K), Janney Montgomery Scott LLC ($15.00K), Symphony Financial Ltd. Co. ($12.78K), Redhawk Wealth Advisors Inc. ($4.09K), Worth Asset Management LLC ($2.06K), and CWM LLC ($2K).

How much institutional selling is happening at MV Oil Trust?

Institutional investors have sold a total of 225,175 shares in the last 24 months. This volume of shares sold represents approximately $3.46M in transactions.


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This page (NYSE:MVO) was last updated on 4/24/2024 by MarketBeat.com Staff

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