Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / TR UNITS
-
Number of holders
-
18
-
Total 13F shares, excl. options
-
331,753
-
Shares change
-
-5,811
-
Total reported value, excl. options
-
$1,511,000
-
Value change
-
+$17,867
-
Number of buys
-
4
-
Number of sells
-
-9
-
Price
-
$4.34
Significant Holders of MV Oil Trust - TR UNITS (MVO) as of Q1 2021
22 filings reported holding MVO - MV Oil Trust - TR UNITS as of Q1 2021.
MV Oil Trust - TR UNITS (MVO) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 331,753 shares
.
Largest 10 shareholders include MORGAN STANLEY (99,000 shares), Symphony Financial, Ltd. Co. (83,276 shares), CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM (42,166 shares), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (29,500 shares), Integrated Investment Consultants, LLC (20,000 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (16,334 shares), Janney Montgomery Scott LLC (12,650 shares), WELLS FARGO & COMPANY/MN (8,666 shares), SOUTH STATE CORP. (4,000 shares), and ADVISOR GROUP HOLDINGS, INC. (2,900 shares).
This table shows the top 18 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.