MV Oil Trust (MVO) Institutional Ownership → What’s Really Next for America… (From Porter & Company) (Ad) Free MVO Stock Alerts $9.53 -0.13 (-1.35%) (As of 05/16/2024 ET) Add Compare Share Share OwnershipStock AnalysisChartCompetitorsDividendEarningsFinancialsHeadlinesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaStock AnalysisChartCompetitorsDividendEarningsFinancialsHeadlinesOptions ChainOwnershipSEC FilingsShort InterestSocial Media Institutional Ownership Changes (13F Filings) for MV Oil Trust (NYSE:MVO)CurrentInstitutional OwnershipPercentage3.54%Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$2.55MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$506.18K Get MVO Insider Trade Alerts Want to know when executives and insiders are buying or selling MV Oil Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data MVO Institutional Buying and Selling by Quarter Ad Crypto 101 MediaAmericans Now Need $1.46M to Retire…Americans now say they need $1.46M in order to “retire comfortably.” For many, retiring in your 60s may be out of the picture altogether… But luckily for you – a limited window in today’s crypto market could help you retire quickly in wealth AND comfort!Click here to access the free Crypto Retirement Blueprint now. MV Oil Trust Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/3/2024 RIA Advisory Group LLC12,000$128K0.1%N/A0.104% 5/1/2024 Janney Montgomery Scott LLC11,016$118K0.0%-36.3%0.096% 4/17/2024 Symphony Financial Ltd. Co.67,103$717K0.2%+1.6%0.584% 4/11/2024 Selective Wealth Management Inc.63,186$653K0.3%-3.6%0.549% 2/1/2024 Significant Wealth Partners LLC105,920$1.27M0.9%N/A0.921% 1/18/2024 Symphony Financial Ltd. Co.66,037$768K0.2%-3.5%0.574% Get the Latest News and Ratings for MVO and Related StocksEnter your email address below to receive the latest news and analysts' ratings for MV Oil Trust and its competitors with MarketBeat's FREE daily newsletter. 1/5/2024 Selective Wealth Management Inc.65,556$798K0.4%-5.9%0.570% 11/8/2023 Janney Montgomery Scott LLC17,740$242K0.0%+6.4%0.154% 10/13/2023 Redhawk Wealth Advisors Inc.18,957$258K0.1%-17.7%0.165% 10/10/2023 Selective Wealth Management Inc.69,655$949K0.5%-13.3%0.606% 7/26/2023 Janney Montgomery Scott LLC16,680$213K0.0%+65.9%0.145% 7/12/2023 Symphony Financial Ltd. Co.68,037$870K0.2%-13.2%0.592% 7/11/2023 Selective Wealth Management Inc.80,343$1.09M0.5%N/A0.699% 4/28/2023 Janney Montgomery Scott LLC10,057$119K0.0%-40.8%0.087% 4/25/2023 PSI Advisors LLC2,750$33K0.0%+57.1%0.024% 4/12/2023 Worth Asset Management LLC2,145$25K0.0%-49.0%0.019% 2/10/2023 Redhawk Wealth Advisors Inc.23,006$376K0.1%N/A0.200% 2/9/2023 RIA Advisory Group LLC12,000$196K0.1%N/A0.104% 2/1/2023 Janney Montgomery Scott LLC16,998$278K0.0%+19.5%0.148% 1/23/2023 Selective Wealth Management Inc.90,159$1.41M0.7%-65.1%0.784% 1/13/2023 Worth Asset Management LLC4,205$69K0.0%+460.7%0.037% 11/9/2022 Group One Trading L.P.2,715$34K0.0%N/A0.024% 10/28/2022 Symphony Financial Ltd. Co.78,853$954K0.3%+2.2%0.686% 10/27/2022 CWM LLC18,000$224K0.0%+20.0%0.157% 10/25/2022 Janney Montgomery Scott LLC14,227$177K0.0%-36.2%0.124% 10/21/2022 Selective Wealth Management Inc.258,516$3.22M1.4%-1.4%2.248% 7/28/2022 CWM LLC15,000$169K0.0%-11.8%0.130% 7/28/2022 Selective Wealth Management Inc.262,250$2.93M1.0%+73.7%2.280% 5/13/2022 Symphony Financial Ltd. Co.76,280$882K0.2%+11.4%0.000% 4/20/2022 Selective Wealth Management Inc.151,006$1.77M0.6%N/A1.313% 1/31/2022 CWM LLC17,000$150K0.0%N/A0.148% 1/27/2022 Janney Montgomery Scott LLC21,166$187K0.0%+20.5%0.184% 10/29/2021 Janney Montgomery Scott LLC17,568$152K0.0%+31.6%0.153% 10/12/2021 Symphony Financial Ltd. Co.68,369$569K0.2%+2.5%0.595% 8/13/2021 Sigma Planning Corp10,326$88K0.0%N/A0.090% 8/13/2021 California Public Employees Retirement System11,152$95K0.0%-73.6%0.097% 8/11/2021Susquehanna International Group LLP13,532$115K0.0%-17.2%0.118% 7/31/2021 Symphony Financial Ltd. Co.66,716$567K0.2%-19.9%0.580% 4/27/2021 Janney Montgomery Scott LLC12,650$55K0.0%N/A0.110% 4/15/2021 Symphony Financial Ltd. Co.83,276$433K0.1%+19.6%0.724% The #1 Crypto for AI (Ad)We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-up before it’s too late. It’s urgent because it’s what we consider “The #1 Crypto for the AI World.”Learn more about it by watching THIS NOW.3/26/2021Susquehanna International Group LLP10,696$33K0.0%N/A0.093% 2/8/2021 VisionPoint Advisory Group LLC18,250$57K0.0%-14.1%0.159% 1/13/2021 Symphony Financial Ltd. Co.69,613$219K0.1%+11.8%0.605% 11/12/2020 Arrowstreet Capital Limited Partnership47,138$107K0.0%-28.9%0.410% 10/9/2020 Symphony Financial Ltd. Co.62,292$142K0.1%-17.5%0.542% 7/8/2020 Symphony Financial Ltd. Co.75,534$316K0.2%+21.0%0.657% (Data available from 1/1/2016 forward) MVO Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of MVO shares? During the previous two years, 10 institutional investors and hedge funds held shares of MV Oil Trust. The most heavily invested institutionals were Significant Wealth Partners LLC ($1.27M), Symphony Financial Ltd. Co. ($717K), Selective Wealth Management Inc. ($653K), Redhawk Wealth Advisors Inc. ($258K), CWM LLC ($224K), RIA Advisory Group LLC ($128K), and Janney Montgomery Scott LLC ($118K).Learn more on MVO's institutional investors. What percentage of MV Oil Trust stock is owned by institutional investors? 3.54% of MV Oil Trust stock is owned by institutional investors. Learn more on MVO's institutional investor holdings. Which institutional investors have been buying MV Oil Trust stock? Of the 10 institutional investors that purchased MV Oil Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Selective Wealth Management Inc. ($191.59K), Significant Wealth Partners LLC ($105.92K), RIA Advisory Group LLC ($24K), Redhawk Wealth Advisors Inc. ($23.01K), Janney Montgomery Scott LLC ($10.45K), Worth Asset Management LLC ($3.46K), and CWM LLC ($3K). How much institutional buying is happening at MV Oil Trust? Institutional investors have bought a total of 367,895 shares in the last 24 months. This purchase volume represents approximately $4.58M in transactions. Which MV Oil Trust major shareholders have been selling company stock? The following institutional investors have sold MV Oil Trust stock in the last 24 months: Selective Wealth Management Inc. ($189.25K), Janney Montgomery Scott LLC ($21.29K), Symphony Financial Ltd. Co. ($12.78K), Redhawk Wealth Advisors Inc. ($4.09K), Worth Asset Management LLC ($2.06K), and CWM LLC ($2K). How much institutional selling is happening at MV Oil Trust? Institutional investors have sold a total of 231,464 shares in the last 24 months. This volume of shares sold represents approximately $3.53M in transactions. 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