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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
   Selective Wealth Management 47 - 2024-03-31 63,186 $653,000 -2,370
   CWM LLC 1524 - 2024-03-31 18,000 $192,000 -50
   JANNEY MONTGOMERY SCOTT LLC 2621 - 2024-03-31 11,016 $118,000 -6,289
   MORGAN STANLEY 5832 - 2024-03-31 8,115 $87,000 -36,763
  4 Records found
  1    
  Page 1 of 1
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