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Get Institutions for : 
Mv Oil Trust (MVO)  
$9.89 0.01 (0.1%) as of 4:30 Thu 4/25


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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  : 
2.29 (18.8%)  




 
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
   Significant Wealth Partners LLC 32 - 2023-12-31 105,920 $1,269,000 0
   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
   MORGAN STANLEY 5082 - 2023-12-31 44,878 $539,000 15,013
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4637 - 2023-12-31 20,647 $248,000 20,647
   Redhawk Wealth Advisors Inc. 264 - 2023-12-31 18,957 $227,000 0
   JANNEY MONTGOMERY SCOTT LLC 2418 - 2023-12-31 17,305 $208,000 -435
   CWM LLC 1524 - 2024-03-31 18,000 $192,000 -50
   BLACKROCK INC. 4355 - 2023-12-31 13,026 $157,000 0
   WOLVERINE TRADING LLC 1103 *New 2023-12-31 10,779 $130,000 10,779
   SIMPLEX TRADING LLC 1228 - 2023-12-31 6,735 $80,000 3,527
   BANK OF AMERICA CORP /DE/ 5462 - 2023-12-31 4,550 $55,000 500
   SCBT FINANCIAL CORP 355 - 2023-12-31 4,000 $48,000 0
   ROYAL BANK OF CANADA 5517 - 2023-12-31 2,150 $26,000 1,450
   Creekmur Asset Management LLC - 2023-12-31 1,959 $24,000 0
   HUNTINGTON NATIONAL BANK 1055 *New 2023-12-31 1,600 $19,000 1,600
   UBS Group AG 5911 - 2023-12-31 1,247 $15,000 0
   US BANCORP 3187 - 2023-12-31 1,000 $12,000 0
   PSI Advisors LLC 460 - 2023-12-31 1,000 $12,000 0
   New England Capital Financial Advisors LLC 244 - 2023-12-31 700 $8,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 825 *New 2023-12-31 500 $6,000 500
   Advisor Group Holdings Inc. 5918 - 2023-12-31 534 $6,000 -466
   TRUSTCORE FINANCIAL SERVICES LLC 837 *New 2022-12-31 250 $4,000 250
   HARBOUR INVESTMENTS INC. 2871 - 2023-12-31 100 $1,000 0
   Rosenberg Matthew Hamilton 812 - 2023-12-31 100 $1,000 0
   WELLS FARGO & CO/MN 5817 - 2023-12-31 1 $0 0
   PROEQUITIES INC. 4432 - 2023-12-31 0 $0 0
   RIA Advisory Group LLC 173 *Closed 2023-12-31 0 $0 -12,000
   CITADEL ADVISORS LLC 6433 *Closed 2023-12-31 0 $0 -33,239
  29 Records found
  1    
  Page 1 of 1
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