Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / COM NEW
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
3,154,766
-
Shares change
-
+3,021,047
-
Total reported value, excl. options
-
$3,563,735
-
Value change
-
+$3,413,010
-
Number of buys
-
2
-
Number of sells
-
-2
-
Price
-
$1.13
Significant Holders of Vivakor, Inc. - COM NEW (VIVK) as of Q2 2023
10 filings reported holding VIVK - Vivakor, Inc. - COM NEW as of Q2 2023.
Vivakor, Inc. - COM NEW (VIVK) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,154,766 shares
.
Largest 10 shareholders include SMITH SHELLNUT WILSON LLC /ADV (3,009,552 shares), GREAT VALLEY ADVISOR GROUP, INC. (69,357 shares), MARYLAND CAPITAL ADVISORS INC. (24,849 shares), CIBC Private Wealth Group, LLC (20,000 shares), CITADEL ADVISORS LLC (15,729 shares), Tower Research Capital LLC (TRC) (7,288 shares), PNC Financial Services Group, Inc. (5,464 shares), UBS Group AG (2,144 shares), Larson Financial Group LLC (369 shares), and WELLS FARGO & COMPANY/MN (14 shares).
This table shows the top 10 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.