Vivakor, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SMITH SHELLNUT WILSON LLC /ADV | 10/31/2024 | 3.01 M | $4.63 M | 0.00% | 10.75% |
| INSCRIPTION CAPITAL, LLC | 10/24/2024 | 885,635 | $1.36 M | 1,005.18% | 3.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 129,103 | $198,856 | 10.19% | 0.46% |
| VANGUARD GROUP INC | 11/13/2024 | 96,288 | $148,284 | 243.06% | 0.34% |
| GREAT VALLEY ADVISOR GROUP, INC. | 11/12/2024 | 69,357 | $107,000 | 0.00% | 0.25% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/14/2024 | 37,774 | $58,172 | 53.35% | 0.14% |
| Y-INTERCEPT (HONG KONG) LTD | 11/15/2024 | 30,881 | $47,557 | 100.00% | 0.11% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 26,426 | $40,696 | 100.00% | 0.09% |
| MARYLAND CAPITAL ADVISORS INC. | 10/22/2024 | 24,849 | $38,268 | 0.00% | 0.09% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/13/2024 | 20,000 | $30,800 | 0.00% | 0.07% |
| TCFG WEALTH MANAGEMENT, LLC | 10/15/2024 | 11,097 | $17.09 M | 100.00% | 0.04% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 10,111 | $15,571 | 100.00% | 0.04% |
| HOLISTIC FINANCIAL PARTNERS | 11/07/2024 | 10,000 | $15,400 | 100.00% | 0.04% |
| UBS GROUP AG | 11/14/2024 | 6,649 | $10,239 | 166,125.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 6,000 | $9,240 | 0.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 2,972 | $4,577 | -49.45% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 2,000 | $3,080 | 0.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1,136 | $1,750 | 588.48% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 11/12/2024 | 335 | $516 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 11/08/2024 | 30 | $46 | -3.23% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| GROUND SWELL CAPITAL, LLC | 10/29/2024 | 0 | $0 | -100.00% | 0.00% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 11/05/2024 | 0 | $0 | -100.00% | 0.00% |
Vivakor, Inc.institutional Ownership - FAQ's
During the previous two years, 26 institutional investors and hedge funds held shares of Vivakor, Inc.. The most heavily invested institutionals were:
SMITH SHELLNUT WILSON LLC /ADV: 3.01 M
Inscription Capital, LLC: 885,635
GEODE CAPITAL MANAGEMENT, LLC: 129,103
VANGUARD GROUP INC: 96,288
GREAT VALLEY ADVISOR GROUP, INC.: 69,357
Steward Partners Investment Advisory, LLC: 37,774
15.70% of Vivakor, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 4.40 M shares in the last 24 months. This purchase volume represents approximately $5.85 M in transactions.