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Get Institutions for : 
Mv Oil Trust (MVO)  
$9.06 0.12 (1.31%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 25    1
Total shares held : 
405,372  
% of shares held : 
3.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
1,348  
% of shares held change : 
  0.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$12.18  
Last Quarter's Ending Price : 
$10.69  
Last Quarter's Average Price
$11.05  
Change from last quarter's     
avg. price to the last closing  : 
1.99 (18.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 12,879
 3.18%
 
Increased Positions :
5
 41,137
 10.15%
 
Unchanged Positions :
13
 164,101
 40.48%
 
Decreased Positions :
4
-7,429
-1.83%
 
Closed Positions :
2
-45,239
-11.16%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Redhawk Wealth Advisors Inc. 296 - 2024-03-31 18,957 $202,000 0
   BANK OF AMERICA CORP /DE/ 5472 - 2024-03-31 4,550 $49,000 0
   SCBT FINANCIAL CORP 386 - 2024-03-31 4,000 $43,000 0
   ROYAL BANK OF CANADA 5241 - 2024-03-31 2,150 $23,000 0
   UBS Group AG 5879 - 2024-03-31 1,247 $13,000 0
   US BANCORP 3267 - 2024-03-31 1,000 $11,000 0
   PSI Advisors LLC 463 - 2024-03-31 1,000 $11,000 0
   New England Capital Financial Advisors LLC 244 - 2024-03-31 700 $7,000 0
   Rosenberg Matthew Hamilton 788 - 2024-03-31 100 $1,000 0
   HARBOUR INVESTMENTS INC. 2871 - 2023-12-31 100 $1,000 0
   PROEQUITIES INC. 6485 - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6684 - 2024-03-31 1 $0 0

  12 Records found
  1    
  Page 1 of 1
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