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VOC Energy Trust (VOC) Institutional Ownership

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$2.72 +0.05 (+1.68%)
Closing price 03:58 PM Eastern
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$2.72 0.00 (-0.18%)
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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)
$981.43K
Number of
Institutional Sellers
(last 12 months)
0
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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
7/31/2025 180 Wealth Advisors LLC276,729$791K0.1%+19.7%1.628%
7/17/2025 Janney Montgomery Scott LLC42,733$122K0.0%+152.2%0.251%
5/8/2025 XTX Topco Ltd19,261$61K0.0%N/A0.113%
4/17/2025 Janney Montgomery Scott LLC16,941$53K0.0%N/A0.100%
4/9/2025 180 Wealth Advisors LLC231,098$728K0.1%+13.1%1.359%
2/14/2025 Two Sigma Securities LLC13,818$66K0.0%N/A0.081%
1/14/2025 180 Wealth Advisors LLC204,339$977K0.2%+10.5%1.202%
11/25/2024Sanctuary Advisors LLC87,140$436K0.0%+29.8%0.513%
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%
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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%
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%
(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, 10 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 ($791K), Significant Wealth Partners LLC ($737K), Navellier & Associates Inc. ($724K), Sanctuary Advisors LLC ($436K), Atria Wealth Solutions Inc. ($265K), and Janney Montgomery Scott LLC ($122K).Learn more on VOC Energy Trust's institutional investors.

Which institutional investors have been buying VOC Energy Trust's stock?

The following institutional investors have purchased VOC Energy Trust's stock in the last 24 months: 180 Wealth Advisors LLC ($225.73K), Significant Wealth Partners LLC ($102.77K), Sanctuary Advisors LLC ($87.14K), Janney Montgomery Scott LLC ($48.28K), Navellier & Associates Inc. ($28.92K), XTX Topco Ltd ($19.26K), and Two Sigma Securities LLC ($13.82K).

How much institutional buying is happening at VOC Energy Trust?

Institutional investors have bought a total of 254,781 shares in the last 24 months. This purchase volume represents approximately $981.43K in transactions.



This page (NYSE:VOC) was last updated on 8/22/2025 by MarketBeat.com Staff
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