Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / TR UNIT
-
Number of holders
-
25
-
Total 13F shares, excl. options
-
743K
-
Shares change
-
-188K
-
Total reported value, excl. options
-
$4.49M
-
Value change
-
-$1.56M
-
Put/Call ratio
-
1.71
-
Number of buys
-
13
-
Number of sells
-
-11
-
Price
-
$6.05
Significant Holders of VOC Energy Trust - TR UNIT (VOC) as of Q1 2024
35 filings reported holding VOC - VOC Energy Trust - TR UNIT as of Q1 2024.
VOC Energy Trust - TR UNIT (VOC) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 743K shares
.
Largest 10 shareholders include Bank of New York Mellon Corp (111K shares), McGowan Group Asset Management, Inc. (100K shares), NAVELLIER & ASSOCIATES INC (97.9K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (95.7K shares), LPL Financial LLC (52.7K shares), 180 WEALTH ADVISORS, LLC (50.8K shares), MORGAN STANLEY (49.8K shares), COMMONWEALTH EQUITY SERVICES, LLC (40K shares), Janney Montgomery Scott LLC (35.6K shares), and CITADEL ADVISORS LLC (30.2K shares).
This table shows the top 25 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.