Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / TR UNITS
-
Total 13F shares
-
308,787
-
Share change
-
-61,281
-
Total reported value
-
$3,278,217
-
Price per share
-
$10.69
-
Number of holders
-
24
-
Value change
-
-$815,700
-
Number of buys
-
9
-
Number of sells
-
7
Institutional Holders of MV Oil Trust - TR UNITS (MVO) as of Q1 2024
As of 31 Mar 2024,
MV Oil Trust - TR UNITS (MVO) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
308,787 shares.
The largest 10 holders included
Symphony Financial, Ltd. Co., Selective Wealth Management, Inc., Cambridge Investment Research Advisors, Inc., BlackRock Inc., SUSQUEHANNA INTERNATIONAL GROUP, LLP, Redhawk Wealth Advisors, Inc., CWM, LLC, RIA Advisory Group LLC, MARSHALL WACE, LLP, and Janney Montgomery Scott LLC.
This page lists
24
institutional shareholders reporting positions in this security
for the Q1 2024 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.