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Get Institutions for : 
Vivakor, Inc. (VIVK)  
$1.20 0.07 (5.51%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 14    1
Total shares held : 
217,652  
% of shares held : 
1.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-137,726  
% of shares held change : 
  -0.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$1.05  
Last Quarter's Ending Price : 
$1.05  
Last Quarter's Average Price
$0.86  
Change from last quarter's     
avg. price to the last closing  : 
0.34 (39.53%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 11,195
 5.14%
 
Increased Positions :
3
 22,393
 10.29%
 
Unchanged Positions :
7
 175,306
 80.54%
 
Decreased Positions :
2
-176
-0.08%
 
Closed Positions :
3
-171,138
-78.63%
 
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 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
   SMITH SHELLNUT WILSON LLC /ADV - 2024-03-31 3,009,552 $2,378,000 0
   GREAT VALLEY ADVISOR GROUP INC. 693 - 2023-12-31 69,357 $73,000 0
   GEODE CAPITAL MANAGEMENT LLC 4313 - 2023-12-31 55,632 $56,000 0
   CITADEL ADVISORS LLC 5153 - 2023-12-31 22,347 $23,000 22,347
   Atlantic Trust Group LLC 1120 - 2023-12-31 20,000 $21,000 0
   MARYLAND CAPITAL ADVISORS INC. 148 - 2024-03-31 24,849 $20,000 0
   VANGUARD GROUP INC 4471 *New 2023-12-31 11,188 $12,000 11,188
   TOWER RESEARCH CAPITAL LLC 4448 - 2023-12-31 8,378 $9,000 41
   PNC FINANCIAL SERVICES GROUP INC 3817 - 2023-12-31 5,464 $6,000 0
   UBS Group AG 7093 - 2023-12-31 4 $0 0
   BANK OF AMERICA CORP /DE/ 6130 - 2023-12-31 7 $0 -142
   Larson Financial Group LLC - 2024-03-31 335 $0 0
   TOWNSQUARE CAPITAL LLC 1198 *Closed 2023-12-31 0 $0 -57,830
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6765 - 2023-12-31 84 $0 5
   J P MORGAN CHASE & CO 6563 *New 2023-12-31 7 $0 7

  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results