Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / TR UNITS
-
Total 13F shares
-
362,453
-
Share change
-
-1,665
-
Total reported value
-
$4,334,326
-
Put/Call ratio
-
0%
-
Price per share
-
$12.02
-
Number of holders
-
24
-
Value change
-
-$73,719
-
Number of buys
-
7
-
Number of sells
-
5
Institutional Holders of MV Oil Trust - TR UNITS (MVO) as of Q4 2023
As of 31 Dec 2023,
MV Oil Trust - TR UNITS (MVO) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
362,453 shares.
The largest 10 holders included
Significant Wealth Partners LLC, Symphony Financial, Ltd. Co., Selective Wealth Management, Inc., MORGAN STANLEY, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Redhawk Wealth Advisors, Inc., CWM, LLC, Janney Montgomery Scott LLC, BlackRock Inc., and WOLVERINE TRADING, LLC.
This page lists
25
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.