Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / TR UNIT
-
Number of holders
-
27
-
Total 13F shares, excl. options
-
995K
-
Shares change
-
+128K
-
Total reported value, excl. options
-
$7.16M
-
Value change
-
+$898K
-
Put/Call ratio
-
1.39
-
Number of buys
-
10
-
Number of sells
-
-10
-
Price
-
$7.20
Significant Holders of VOC Energy Trust - TR UNIT (VOC) as of Q4 2023
34 filings reported holding VOC - VOC Energy Trust - TR UNIT as of Q4 2023.
VOC Energy Trust - TR UNIT (VOC) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 995K shares
.
Largest 10 shareholders include HighTower Advisors, LLC (152K shares), Bank of New York Mellon Corp (111K shares), MORGAN STANLEY (107K shares), Significant Wealth Partners LLC (103K shares), McGowan Group Asset Management, Inc. (101K shares), NAVELLIER & ASSOCIATES INC (101K shares), Cetera Advisor Networks LLC (45.6K shares), LPL Financial LLC (44.3K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (40.8K shares), and Atria Wealth Solutions, Inc. (36.8K shares).
This table shows the top 27 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.