MV Oil Trust (MVO) Ownership

13.30 ↓1.29 (-8.84%)

As of Market Close on February 2nd, 2023.

Institutions
Mutual Funds

Institutional Ownership

Selective Wealth Management is the biggest individual institutional holder of MV Oil Trust (MVO), owning a total of 259 thousand shares. Combined, the top 23 institutional holders of MVO own 4.66% of the company with a total of 536 thousand shares.

In the latest ownership report on September 30th 2022, the top 23 institutional holders increased their combined ownership of MVO by 21 thousand shares. 10 institutions bought 53,966 total additional shares and increased their ownership by an average of 63.00%. However 5 institutions sold 33,277 total shares and decreased their ownership by an average of 22.35%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of MV Oil Trust increased by a net total of 20,689 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Selective Wealth Management	2.248%	-1.424%	258,516	-3,734	2022-09-30
Symphony Financial, Ltd. Co.	0.686%	2.193%	78,853	1,692	2022-09-30
SIMPLEX TRADING, LLC	0.410%	266.348%	47,138	34,271	2022-09-30
Susquehanna International Group, LLP	0.339%	-20.640%	39,010	-10,146	2022-09-30
Morgan Stanley - Brokerage Accounts	0.205%	-28.313%	23,605	-9,323	2022-09-30
BNP Paribas Arbitrage, SA	0.174%	61.600%	19,998	7,623	2022-09-30
CWM, LLC duplicate	0.157%	20.000%	18,000	3,000	2022-09-30
Janney Montgomery Scott LLC	0.124%	-36.173%	14,227	-8,063	2022-09-30
Private Advisor Group, LLC	0.095%	0.000%	10,900	0	2022-09-30
BlackRock Inc	0.052%	-25.188%	5,973	-2,011	2022-09-30
Advisor Group Holdings, Inc.	0.039%	41.400%	4,423	1,295	2022-09-30
SouthState Corp	0.035%	0.000%	4,000	0	2022-09-30
Group One Trading, LP	0.024%	0.000%	2,715	2,715	2022-09-30
UBS Group AG	0.020%	207.497%	2,297	1,550	2022-09-30
PSI Advisors, LLC	0.015%	25.000%	1,750	350	2022-09-30
Global Retirement Partners, LLC.	0.012%	0.000%	1,400	1,400	2022-09-30
Bank of America Corp	0.011%	0.000%	1,300	0	2022-09-30
Howe & Rusling Inc	0.011%	5.952%	1,246	70	2022-09-30
U.S. Bancorp	0.002%	0.000%	180	0	2022-09-30
Rosenberg Matthew Hamilton	0.001%	0.000%	100	0	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Selective Wealth Management	2.248%	-1.424%	258,516	-3,734	2022-09-30
Symphony Financial, Ltd. Co.	0.686%	2.193%	78,853	1,692	2022-09-30
SIMPLEX TRADING, LLC	0.410%	266.348%	47,138	34,271	2022-09-30
Susquehanna International Group, LLP	0.339%	-20.640%	39,010	-10,146	2022-09-30
Morgan Stanley - Brokerage Accounts	0.205%	-28.313%	23,605	-9,323	2022-09-30
BNP Paribas Arbitrage, SA	0.174%	61.600%	19,998	7,623	2022-09-30
CWM, LLC duplicate	0.157%	20.000%	18,000	3,000	2022-09-30
Janney Montgomery Scott LLC	0.124%	-36.173%	14,227	-8,063	2022-09-30
Private Advisor Group, LLC	0.095%	0.000%	10,900	0	2022-09-30
BlackRock Inc	0.052%	-25.188%	5,973	-2,011	2022-09-30
Advisor Group Holdings, Inc.	0.039%	41.400%	4,423	1,295	2022-09-30
SouthState Corp	0.035%	0.000%	4,000	0	2022-09-30
Group One Trading, LP	0.024%	0.000%	2,715	2,715	2022-09-30
UBS Group AG	0.020%	207.497%	2,297	1,550	2022-09-30
PSI Advisors, LLC	0.015%	25.000%	1,750	350	2022-09-30
Global Retirement Partners, LLC.	0.012%	0.000%	1,400	1,400	2022-09-30
Bank of America Corp	0.011%	0.000%	1,300	0	2022-09-30
Howe & Rusling Inc	0.011%	5.952%	1,246	70	2022-09-30
CapTrust Financial Advisors	0.003%	0.000%	300	0	2022-06-30
WHITE BAY PT LLC	0.002%	0.000%	200	200	2022-06-30
U.S. Bancorp	0.002%	0.000%	180	0	2022-09-30
Rosenberg Matthew Hamilton	0.001%	0.000%	100	0	2022-09-30
HARBOUR INVESTMENTS, INC.	0.001%	0.000%	100	0	2022-06-30