Vivakor, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SMITH SHELLNUT WILSON LLC /ADV | 03/04/2025 | 3.01 M | $3.67 M | 0.00% | 9.83% |
| VANGUARD GROUP INC | 02/11/2025 | 204,375 | $245,250 | 112.25% | 0.67% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 129,524 | $155,464 | 0.33% | 0.42% |
| GREAT VALLEY ADVISOR GROUP, INC. | 02/24/2025 | 69,357 | $85,000 | 0.00% | 0.23% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/06/2025 | 37,774 | $46,084 | 0.00% | 0.12% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 26,591 | $32,441 | 0.62% | 0.09% |
| MARYLAND CAPITAL ADVISORS INC. | 01/30/2025 | 24,849 | $30,316 | 0.00% | 0.08% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2025 | 20,000 | $22,562 | 0.00% | 0.07% |
| KINGSWOOD WEALTH ADVISORS, LLC | 01/22/2025 | 12,000 | $14,640 | 100.00% | 0.04% |
| TCFG WEALTH MANAGEMENT, LLC | 01/30/2025 | 11,097 | $13,538 | 0.00% | 0.04% |
| HOLISTIC FINANCIAL PARTNERS | 02/04/2025 | 10,000 | $12,200 | 0.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 3,782 | $4,614 | 27.25% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 2,000 | $2,440 | 0.00% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 02/07/2025 | 335 | $409 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/12/2025 | 30 | $36 | 0.00% | 0.00% |
| UBS GROUP AG | 02/14/2025 | 4 | $5 | -99.94% | 0.00% |
| 02/06/2025 | 2 | $2 | 100.00% | 0.00% | |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| Y-INTERCEPT (HONG KONG) LTD | 02/04/2025 | 0 | $0 | -100.00% | 0.00% |
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Vivakor, Inc. institutional Ownership - FAQ's
During the previous two years, 24 institutional investors and hedge funds held shares of Vivakor, Inc.. The most heavily invested institutionals were:
SMITH SHELLNUT WILSON LLC /ADV: 3.01 M
VANGUARD GROUP INC: 204,375
GEODE CAPITAL MANAGEMENT, LLC: 129,524
GREAT VALLEY ADVISOR GROUP, INC.: 69,357
Steward Partners Investment Advisory, LLC: 37,774
BlackRock Funding, Inc. /DE: 26,591
11.67% of Vivakor, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 4.48 M shares in the last 24 months. This purchase volume represents approximately $4.84 M in transactions.