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Get Institutions for : 
Voc Energy Trust (VOC)  
$5.98 0.05 (0.83%) as of 4:30 Wed 3/27


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    0
Total shares held : 
994,604  
% of shares held : 
5.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
150,964  
% of shares held change : 
  0.89%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$9.49  
Last Quarter's Ending Price : 
$7.20  
Last Quarter's Average Price
$8.38  
Change from last quarter's     
avg. price to the last closing  : 
2.40 (28.64%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 155,117
 15.6%
 
Increased Positions :
9
 75,082
 7.55%
 
Unchanged Positions :
10
 276,069
 27.76%
 
Decreased Positions :
7
-73,677
-7.41%
 
Closed Positions :
3
-5,558
-0.56%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HIGHTOWER ADVISORS, LLC 1758 - 2023-12-31 151,645 $1,092,000 0
   BANK OF NEW YORK MELLON CORP 3283 *New 2023-12-31 110,792 $798,000 110,792
   MORGAN STANLEY 4927 - 2023-12-31 106,500 $767,000 20,253
   Significant Wealth Partners LLC 56 - 2023-12-31 102,771 $737,000 0
   McGowan Group Asset Management Inc. 50 - 2023-12-31 100,639 $725,000 1,883
   NAVELLIER & ASSOCIATES INC 174 - 2023-12-31 100,605 $724,000 28,916
   FINANCIAL NETWORK 2172 - 2023-12-31 45,640 $329,000 1,035
   LPL FINANCIAL CORP 3968 *New 2023-12-31 44,301 $319,000 44,301
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4439 - 2023-12-31 40,770 $294,000 13,875
   Atria Wealth Solutions Inc. 1565 - 2023-12-31 36,844 $265,000 -7,040
   180 WEALTH ADVISORS LLC - 2023-12-31 31,396 $232,000 -864
   NORTHERN TRUST CORP 3859 - 2023-12-31 30,770 $222,000 -470
   JANNEY MONTGOMERY SCOTT LLC 2393 - 2023-12-31 30,021 $216,000 -2,077
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1356 - 2023-12-31 21,477 $155,000 -44,261
   STIFEL FINANCIAL CORP 3175 - 2023-12-31 10,010 $72,000 0
   Advisor Group Holdings Inc. 4762 - 2023-12-31 8,132 $59,000 -4,736
   SIMPLEX TRADING LLC 1358 - 2023-12-31 7,072 $50,000 7,072
   US BANCORP 2786 - 2023-12-31 5,000 $36,000 0
   PNC FINANCIAL SERVICES GROUP INC 3149 - 2023-12-31 4,640 $33,000 0
   Qube Research & Technologies Ltd 3126 - 2023-12-31 1,899 $14,000 1,833
   CITADEL ADVISORS LLC 5341 - 2023-12-31 1,438 $10,000 -14,229
   BANK OF AMERICA CORP /DE/ 5790 - 2023-12-31 1,000 $7,000 0
   Larson Financial Group LLC 1102 - 2023-12-31 1,000 $7,000 0
   UBS Group AG 6788 - 2023-12-31 99 $1,000 99
   J P MORGAN CHASE & CO 5530 - 2023-12-31 116 $1,000 116
   Concord Wealth Partners 774 - 2023-12-31 2 $0 0
   Geneos Wealth Management Inc. *Closed 2023-12-31 0 $0 -2,500
   ROYAL BANK OF CANADA 6498 *New 2023-12-31 24 $0 24
   TRUENORTH, INC. 204 *Closed 2023-12-31 0 $0 -2,800
   BNP PARIBAS ARBITRAGE SA 3175 *Closed 2023-12-31 0 $0 -258
   PROEQUITIES INC. 8347 - 2023-12-31 0 $0 0
   WELLS FARGO & CO/MN 6761 - 2023-12-31 1 $0 0

  32 Records found
  1    
  Page 1 of 1
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