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Get Institutions for : 
Mv Oil Trust (MVO)  
$9.04 0.28 (3%) as of 4:30 Thu 5/23


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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 : 
 $13.50  
Last Quarter's Ending Price : 
 $12.02  
Last Quarter's Average Price : 
 $12.18  
Change from last quarter's     
avg. price to the last closing  : 
3.14 (25.78%)  




 
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: 3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Symphony Financial Ltd. Co. 104 - 2024-03-31 67,103 $717,000 1,066
   Selective Wealth Management 47 - 2024-03-31 63,186 $653,000 -2,370
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2682 *New 2024-03-31 28,197 $301,000 28,197
   BLACKROCK INC. 4193 - 2024-03-31 27,729 $296,000 14,703
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4198 - 2024-03-31 24,652 $264,000 4,005
   Redhawk Wealth Advisors Inc. 296 - 2024-03-31 18,957 $202,000 0
   CWM LLC 1524 - 2024-03-31 18,000 $192,000 -50
   RIA Advisory Group LLC 136 - 2024-03-31 12,000 $128,000 12,000
   MARSHALL WACE LLP 1979 *New 2024-03-31 11,785 $126,000 11,785
   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
   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
   Creekmur Asset Management LLC 360 - 2024-03-31 2,027 $22,000 68
   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
   Advisor Group Holdings Inc. 5696 - 2024-03-31 734 $8,000 200
   New England Capital Financial Advisors LLC 244 - 2024-03-31 700 $7,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 825 *New 2023-12-31 500 $6,000 500
   BARCLAYS PLC 3881 *New 2024-03-31 438 $5,000 438
   TRUSTCORE FINANCIAL SERVICES LLC 837 *New 2022-12-31 250 $4,000 250
   Rosenberg Matthew Hamilton 788 - 2024-03-31 100 $1,000 0
   HARBOUR INVESTMENTS INC. 2871 - 2023-12-31 100 $1,000 0
   Significant Wealth Partners LLC 154 *Closed 2024-03-31 0 $0 -105,920
   HUNTINGTON NATIONAL BANK 2607 *Closed 2024-03-31 0 $0 -1,600
   PROEQUITIES INC. 6485 - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6684 - 2024-03-31 1 $0 0
   SIMPLEX TRADING LLC 3205 *Closed 2024-03-31 0 $0 -6,735
   WOLVERINE TRADING LLC 1491 *Closed 2024-03-31 0 $0 -10,779
  31 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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