MVO

MV Oil Trust

25 hedge funds and large institutions have $5.41M invested in MV Oil Trust in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
4
Closed
2
Calls
$380K
Puts
$44K
Net Calls
+$336K
Net Calls Change
+$491K
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
1
Significant Wealth Partners
Illinois
$1.27M +$1.27M +105,920 New
Morgan Stanley
2
Morgan Stanley
New York
$1.08M +$720K +59,891 +201%
SWM
3
Selective Wealth Management
Virginia
$798K -$49.9K -4,099 -6%
SF
4
Symphony Financial
Texas
$768K -$28.2K -2,429 -4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$248K +$248K +20,647 New
RWA
6
Redhawk Wealth Advisors
Minnesota
$227K
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$216K
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$208K -$5.23K -435 -2%
BlackRock
9
BlackRock
New York
$157K
Wolverine Trading
10
Wolverine Trading
Illinois
$130K +$130K +10,779 New
Simplex Trading
11
Simplex Trading
Illinois
$80K +$41.9K +3,527 +110%
Bank of America
12
Bank of America
North Carolina
$54.7K +$6.01K +500 +12%
SC
13
SouthState Corp
Florida
$47.9K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$26K +$17.5K +1,450 +207%
CAM
15
Creekmur Asset Management
Illinois
$23.5K +$23.5K +1,959 New
HNB
16
Huntington National Bank
Ohio
$19.2K +$19.2K +1,600 New
UBS Group
17
UBS Group
Switzerland
$15K
US Bancorp
18
US Bancorp
Minnesota
$12K
PA
19
PSI Advisors
Florida
$12K
NECFA
20
New England Capital Financial Advisors
Connecticut
$8.41K
Osaic Holdings
21
Osaic Holdings
Arizona
$6.42K -$5.6K -466 -47%
BWM
22
Baystate Wealth Management
Massachusetts
$6.01K +$6.01K +500 New
HI
23
Harbour Investments
Wisconsin
$1.2K
MHR
24
Matthew Hamilton Rosenberg
$1.2K
Wells Fargo
25
Wells Fargo
California
$10