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MV Oil Trust (MVO)
NYSE - NYSE Delayed price. Currency in USD
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At close: 04:00PM EDT
Major holders
Currency in USDBreakdown
| 25.22% | % of shares held by all insiders |
| 12.22% | % of shares held by institutions |
| 16.34% | % 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% | 1,026,364 |
| Symphony Financial Ltd Co. | 67,103 | 30 Mar 2024 | 0.58% | 650,228 |
| Selective Wealth Management, Inc. | 63,186 | 30 Mar 2024 | 0.55% | 612,272 |
| Morgan Stanley | 44,878 | 30 Dec 2023 | 0.39% | 434,867 |
| Cambridge Investment Research Advisors Inc. | 28,197 | 30 Mar 2024 | 0.25% | 273,228 |
| Susquehanna International Group, LLP | 20,647 | 30 Dec 2023 | 0.18% | 200,069 |
| Redhawk Wealth Advisors, Inc. | 18,957 | 30 Dec 2023 | 0.16% | 183,693 |
| CWM, LLC | 18,000 | 30 Mar 2024 | 0.16% | 174,419 |
| Janney Montgomery Scott LLC | 17,305 | 30 Dec 2023 | 0.15% | 167,685 |
| Blackrock Inc. | 13,026 | 30 Dec 2023 | 0.11% | 126,221 |
Top mutual fund holders
| Holder | Shares | Date reported | % out | Value |
|---|---|---|---|---|
| Modern Capital Tactical Opportunities Fund | 67,131 | 30 Mar 2022 | 0.58% | 650,499 |
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