Vivakor Ownership 2024 | Who Owns Vivakor Now?
Institutional Ownership
13.22%
Insider Ownership
57.65%
Retail Ownership
29.13%
Institutional Holders
22.00
Vivakor Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SMITH SHELLNUT WILSON LLC /ADV | 11.40% | 2.92% | 3,009,552 | - | - | 6,019,104 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.44% | - | 117,160 | -2,313 | -1.94% | 234,371 | Jun 30, 2024 |
INSCRIPTION CAPITAL, LLC | 0.30% | 0.03% | 80,135 | 80,135 | 100.00% | 160,270 | Jun 30, 2024 |
GREAT VALLEY ADVISOR GROUP, INC. | 0.26% | 0.00% | 69,357 | - | - | 139,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 0.11% | - | 28,067 | 16,564 | 144.00% | 56,134 | Jun 30, 2024 |
MARYLAND CAPITAL ADVISORS INC. | 0.09% | 0.03% | 24,849 | - | - | 49,698 | Jun 30, 2024 |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.09% | 0.00% | 24,632 | 24,632 | 100.00% | 49,264 | Jun 30, 2024 |
BLACKROCK INC. | 0.08% | - | 20,427 | 20,427 | 100.00% | 40,854 | Jun 30, 2024 |
CIBC PRIVATE WEALTH GROUP, LLC | 0.08% | 0.00% | 20,000 | - | - | 43,800 | Jun 30, 2024 |
GROUND SWELL CAPITAL, LLC | 0.05% | 0.02% | 13,525 | 13,525 | 100.00% | 27,050 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.05% | - | 12,740 | 12,740 | 100.00% | 25,480,000 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.04% | - | 10,700 | 10,700 | 100.00% | 21,400 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.02% | - | 6,000 | 5,852 | 3954.05% | 12,000 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 5,879 | -3,031 | -34.02% | 11,758 | Jun 30, 2024 |
PNC FINANCIAL SERVICES GROUP, INC. | 0.02% | - | 5,464 | - | - | 10,928 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | - | 2,000 | 2,000 | 100.00% | 4,000 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 833 | 833 | 100.00% | 1,666 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | 0.00% | - | 335 | - | - | 670 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 165 | 165 | 100.00% | 330 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.00% | - | 31 | - | - | 62 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SMITH SHELLNUT WILSON LLC /ADV | 11.40% | 2.92% | 3,009,552 | - | - | 6,019,104 | Jun 30, 2024 |
MARYLAND CAPITAL ADVISORS INC. | 0.09% | 0.03% | 24,849 | - | - | 49,698 | Jun 30, 2024 |
INSCRIPTION CAPITAL, LLC | 0.30% | 0.03% | 80,135 | 80,135 | 100.00% | 160,270 | Jun 30, 2024 |
GROUND SWELL CAPITAL, LLC | 0.05% | 0.02% | 13,525 | 13,525 | 100.00% | 27,050 | Jun 30, 2024 |
GREAT VALLEY ADVISOR GROUP, INC. | 0.26% | 0.00% | 69,357 | - | - | 139,000 | Jun 30, 2024 |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.09% | 0.00% | 24,632 | 24,632 | 100.00% | 49,264 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 5,879 | -3,031 | -34.02% | 11,758 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 833 | 833 | 100.00% | 1,666 | Jun 30, 2024 |
CIBC PRIVATE WEALTH GROUP, LLC | 0.08% | 0.00% | 20,000 | - | - | 43,800 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | 0.00% | - | 335 | - | - | 670 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.04% | - | 10,700 | 10,700 | 100.00% | 21,400 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.44% | - | 117,160 | -2,313 | -1.94% | 234,371 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | - | 2,000 | 2,000 | 100.00% | 4,000 | Jun 30, 2024 |
PNC FINANCIAL SERVICES GROUP, INC. | 0.02% | - | 5,464 | - | - | 10,928 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.05% | - | 12,740 | 12,740 | 100.00% | 25,480,000 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.02% | - | 6,000 | 5,852 | 3954.05% | 12,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 0.11% | - | 28,067 | 16,564 | 144.00% | 56,134 | Jun 30, 2024 |
BLACKROCK INC. | 0.08% | - | 20,427 | 20,427 | 100.00% | 40,854 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 165 | 165 | 100.00% | 330 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.00% | - | 31 | - | - | 62 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
INSCRIPTION CAPITAL, LLC | 0.30% | 0.03% | 80,135 | 80,135 | 100.00% | 160,270 | Jun 30, 2024 |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.09% | 0.00% | 24,632 | 24,632 | 100.00% | 49,264 | Jun 30, 2024 |
BLACKROCK INC. | 0.08% | - | 20,427 | 20,427 | 100.00% | 40,854 | Jun 30, 2024 |
VANGUARD GROUP INC | 0.11% | - | 28,067 | 16,564 | 144.00% | 56,134 | Jun 30, 2024 |
GROUND SWELL CAPITAL, LLC | 0.05% | 0.02% | 13,525 | 13,525 | 100.00% | 27,050 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.05% | - | 12,740 | 12,740 | 100.00% | 25,480,000 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.04% | - | 10,700 | 10,700 | 100.00% | 21,400 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.02% | - | 6,000 | 5,852 | 3954.05% | 12,000 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | - | 2,000 | 2,000 | 100.00% | 4,000 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 833 | 833 | 100.00% | 1,666 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 165 | 165 | 100.00% | 330 | Jun 30, 2024 |
UBS GROUP AG | - | - | 4 | - | - | 8 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.00% | - | 31 | - | - | 62 | Jun 30, 2024 |
PNC FINANCIAL SERVICES GROUP, INC. | 0.02% | - | 5,464 | - | - | 10,928 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | 0.00% | - | 335 | - | - | 670 | Jun 30, 2024 |
CIBC PRIVATE WEALTH GROUP, LLC | 0.08% | 0.00% | 20,000 | - | - | 43,800 | Jun 30, 2024 |
GREAT VALLEY ADVISOR GROUP, INC. | 0.26% | 0.00% | 69,357 | - | - | 139,000 | Jun 30, 2024 |
MARYLAND CAPITAL ADVISORS INC. | 0.09% | 0.03% | 24,849 | - | - | 49,698 | Jun 30, 2024 |
SMITH SHELLNUT WILSON LLC /ADV | 11.40% | 2.92% | 3,009,552 | - | - | 6,019,104 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.44% | - | 117,160 | -2,313 | -1.94% | 234,371 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 5,879 | -3,031 | -34.02% | 11,758 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.44% | - | 117,160 | -2,313 | -1.94% | 234,371 | Jun 30, 2024 |
SMITH SHELLNUT WILSON LLC /ADV | 11.40% | 2.92% | 3,009,552 | - | - | 6,019,104 | Jun 30, 2024 |
MARYLAND CAPITAL ADVISORS INC. | 0.09% | 0.03% | 24,849 | - | - | 49,698 | Jun 30, 2024 |
GREAT VALLEY ADVISOR GROUP, INC. | 0.26% | 0.00% | 69,357 | - | - | 139,000 | Jun 30, 2024 |
CIBC PRIVATE WEALTH GROUP, LLC | 0.08% | 0.00% | 20,000 | - | - | 43,800 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | 0.00% | - | 335 | - | - | 670 | Jun 30, 2024 |
PNC FINANCIAL SERVICES GROUP, INC. | 0.02% | - | 5,464 | - | - | 10,928 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.00% | - | 31 | - | - | 62 | Jun 30, 2024 |
UBS GROUP AG | - | - | 4 | - | - | 8 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 165 | 165 | 100.00% | 330 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 833 | 833 | 100.00% | 1,666 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | - | 2,000 | 2,000 | 100.00% | 4,000 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.02% | - | 6,000 | 5,852 | 3954.05% | 12,000 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.04% | - | 10,700 | 10,700 | 100.00% | 21,400 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.05% | - | 12,740 | 12,740 | 100.00% | 25,480,000 | Jun 30, 2024 |
GROUND SWELL CAPITAL, LLC | 0.05% | 0.02% | 13,525 | 13,525 | 100.00% | 27,050 | Jun 30, 2024 |
VANGUARD GROUP INC | 0.11% | - | 28,067 | 16,564 | 144.00% | 56,134 | Jun 30, 2024 |
BLACKROCK INC. | 0.08% | - | 20,427 | 20,427 | 100.00% | 40,854 | Jun 30, 2024 |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.09% | 0.00% | 24,632 | 24,632 | 100.00% | 49,264 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
INSCRIPTION CAPITAL, LLC | 0.30% | 0.03% | 80,135 | 80,135 | 100.00% | 160,270 | Jun 30, 2024 |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.09% | 0.00% | 24,632 | 24,632 | 100.00% | 49,264 | Jun 30, 2024 |
BLACKROCK INC. | 0.08% | - | 20,427 | 20,427 | 100.00% | 40,854 | Jun 30, 2024 |
GROUND SWELL CAPITAL, LLC | 0.05% | 0.02% | 13,525 | 13,525 | 100.00% | 27,050 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.05% | - | 12,740 | 12,740 | 100.00% | 25,480,000 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.04% | - | 10,700 | 10,700 | 100.00% | 21,400 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | - | 2,000 | 2,000 | 100.00% | 4,000 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 833 | 833 | 100.00% | 1,666 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|
Vivakor Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
FIDELITY CONCORD STREET TRUST | 0.00% | 55,156 | -406 | -0.73% | Feb 29, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 11,503 | -4,373 | -27.54% | Mar 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 1,230 | - | - | Jan 31, 2024 |
Vivakor Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 22 | 69.23% |
31 Mar, 24 | 13 | -7.14% |
31 Dec, 23 | 14 | - |
30 Sep, 23 | 14 | 40.00% |
30 Jun, 23 | 10 | 25.00% |
31 Mar, 23 | 8 | - |
31 Dec, 22 | 8 | 33.33% |
30 Sep, 22 | 6 | - |
30 Jun, 22 | 6 | -25.00% |
31 Mar, 22 | 8 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 3,488,341 | 6.22% |
31 Mar, 24 | 3,284,138 | 1.76% |
31 Dec, 23 | 3,227,204 | -4.09% |
30 Sep, 23 | 3,364,930 | 6.66% |
30 Jun, 23 | 3,154,766 | 2259.25% |
31 Mar, 23 | 133,719 | 4.50% |
31 Dec, 22 | 127,958 | 7.51% |
30 Sep, 22 | 119,015 | 89.92% |
30 Jun, 22 | 62,667 | -80.38% |
31 Mar, 22 | 319,383 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 13.22% | 4.02% |
31 Mar, 24 | 18.12% | 5.71% |
31 Dec, 23 | 17.81% | 5.13% |
30 Sep, 23 | 18.63% | 4.78% |
30 Jun, 23 | 19.74% | 2820.38% |
31 Mar, 23 | 0.84% | 130.54% |
31 Dec, 22 | 0.80% | 164.25% |
30 Sep, 22 | 0.70% | 402.06% |
30 Jun, 22 | 0.42% | 7.70% |
31 Mar, 22 | 2.33% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 12 | 140.00% |
31 Mar, 24 | 5 | - |
31 Dec, 23 | 5 | -28.57% |
30 Sep, 23 | 7 | 250.00% |
30 Jun, 23 | 2 | - |
31 Mar, 23 | 2 | -60.00% |
31 Dec, 22 | 5 | 66.67% |
30 Sep, 22 | 3 | -40.00% |
30 Jun, 22 | 5 | -37.50% |
31 Mar, 22 | 8 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 2 | 100.00% |
31 Mar, 24 | 1 | -50.00% |
31 Dec, 23 | 2 | 100.00% |
30 Sep, 23 | 1 | -50.00% |
30 Jun, 23 | 2 | - |
31 Mar, 23 | - | -100.00% |
31 Dec, 22 | 1 | -50.00% |
30 Sep, 22 | 2 | 100.00% |
30 Jun, 22 | 1 | - |
31 Mar, 22 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 22 | 69.23% | 3,488,341 | 6.22% | 13.22% | 4.02% | 12 | 140.00% | 2 | 100.00% |
31 Mar, 24 | 13 | -7.14% | 3,284,138 | 1.76% | 18.12% | 5.71% | 5 | - | 1 | -50.00% |
31 Dec, 23 | 14 | - | 3,227,204 | -4.09% | 17.81% | 5.13% | 5 | -28.57% | 2 | 100.00% |
30 Sep, 23 | 14 | 40.00% | 3,364,930 | 6.66% | 18.63% | 4.78% | 7 | 250.00% | 1 | -50.00% |
30 Jun, 23 | 10 | 25.00% | 3,154,766 | 2259.25% | 19.74% | 2820.38% | 2 | - | 2 | - |
31 Mar, 23 | 8 | - | 133,719 | 4.50% | 0.84% | 130.54% | 2 | -60.00% | - | -100.00% |
31 Dec, 22 | 8 | 33.33% | 127,958 | 7.51% | 0.80% | 164.25% | 5 | 66.67% | 1 | -50.00% |
30 Sep, 22 | 6 | - | 119,015 | 89.92% | 0.70% | 402.06% | 3 | -40.00% | 2 | 100.00% |
30 Jun, 22 | 6 | -25.00% | 62,667 | -80.38% | 0.42% | 7.70% | 5 | -37.50% | 1 | - |
31 Mar, 22 | 8 | - | 319,383 | - | 2.33% | - | 8 | - | - | - |
Vivakor Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
Vivakor Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 7 | - | - |
Q4 2023 | 2 | - | - |
Q4 2022 | 4 | - | - |
Q3 2022 | - | - | - |
Q2 2022 | 2 | - | - |
Q1 2022 | 4 | 6 | 66.67% |
Q2 2010 | 2 | - | - |
Q1 2010 | - | 3 | - |
Q4 2009 | 3 | 4 | 75.00% |
Q3 2009 | 3 | - | - |
Q1 2009 | - | 2 | - |
Q4 2008 | - | 3 | - |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 7 | - | - |
Q4 2023 | - | - | - |
Q4 2022 | - | - | - |
Q3 2022 | - | - | - |
Q2 2022 | - | - | - |
Q1 2022 | 4 | - | - |
Q2 2010 | - | - | - |
Q1 2010 | - | 1 | - |
Q4 2009 | 2 | - | - |
Q3 2009 | - | - | - |
Q1 2009 | - | - | - |
Q4 2008 | - | - | - |
VIVK Ownership FAQ
Who Owns Vivakor?
Vivakor is owned by institutional shareholders (13.22%), insiders (57.65%), and public (29.13%). The largest institutional shareholder of Vivakor is SMITH SHELLNUT WILSON LLC /ADV (11.40% of total shares) and the top mutual fund owner is FIDELITY CONCORD STREET TRUST (0.00% of total shares).
Who are the major institutional shareholders of Vivakor?
Vivakor's major institutional shareholders are SMITH SHELLNUT WILSON LLC /ADV, GEODE CAPITAL MANAGEMENT, LLC, INSCRIPTION CAPITAL, LLC, GREAT VALLEY ADVISOR GROUP, INC., and VANGUARD GROUP INC. The top five shareholders own together 12.52% of the company's share outstanding.
How many Vivakor shareholders are there?
As of Jun 2024, there are 22 institutional shareholders of Vivakor.
What percentage of Vivakor is owned by SMITH SHELLNUT WILSON LLC /ADV?
SMITH SHELLNUT WILSON LLC /ADV owns 3.01M shares of Vivakor, representing 11.40% of the company's total shares outstanding, valued at $6.02M (as of Jun 2024).
What percentage of Vivakor is owned by GEODE CAPITAL MANAGEMENT, LLC?
As of Jun 2024, GEODE CAPITAL MANAGEMENT, LLC holds 117.16K shares of Vivakor (VIVK), compromising 0.44% of the company, valued at $234.37K.
What percentage of Vivakor is owned by INSCRIPTION CAPITAL, LLC?
INSCRIPTION CAPITAL, LLC is the third largest holder of Vivakor. The company owns 80.14K of the company's shares outstanding (worth $160.27K).