MV Oil Trust (MVO)
NYSE - NYSE Delayed price. Currency in USD
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Major holders
Currency in USDBreakdown
| 25.22% | % of shares held by all insiders |
| 12.17% | % of shares held by institutions |
| 16.27% | % of float held by institutions |
| 30 | Number of institutions holding shares |
Top institutional holders
| Holder | Shares | Date reported | % out | Value |
|---|---|---|---|---|
| Significant Wealth Partners LLC | 105,920 | 30 Dec 2023 | 0.92% | 1,046,489 |
| Symphony Financial Ltd Co. | 67,103 | 30 Mar 2024 | 0.58% | 662,977 |
| Selective Wealth Management, Inc. | 63,186 | 30 Mar 2024 | 0.55% | 624,277 |
| Morgan Stanley | 44,878 | 30 Dec 2023 | 0.39% | 443,394 |
| Cambridge Investment Research Advisors Inc. | 28,197 | 30 Mar 2024 | 0.25% | 278,586 |
| Susquehanna International Group, LLP | 20,647 | 30 Dec 2023 | 0.18% | 203,992 |
| Redhawk Wealth Advisors, Inc. | 18,957 | 30 Dec 2023 | 0.16% | 187,295 |
| CWM, LLC | 18,000 | 30 Mar 2024 | 0.16% | 177,840 |
| Blackrock Inc. | 13,026 | 30 Dec 2023 | 0.11% | 128,696 |
| Janney Montgomery Scott LLC | 11,016 | 30 Mar 2024 | 0.10% | 108,838 |
Top mutual fund holders
| Holder | Shares | Date reported | % out | Value |
|---|---|---|---|---|
| Modern Capital Tactical Opportunities Fund | 67,131 | 30 Mar 2022 | 0.58% | 663,254 |
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