undamentalytics Newsletter

Marine Petroleum Trust: which funds bought and sold

Institutions that bought and sold Marine Petroleum Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 5 institutions that filed 13F reports for both quarters added to or opened positions in Marine Petroleum Trust, and 3 cut or closed them. Together they sold a net 2,004 shares, −3.2% on what they held at the start of the quarter. 1 opened a new position and 1 sold out entirely.

Bought, Q2 2026 5 institutions, 1 of them new holders Sold, Q2 2026 3 institutions, 1 of them sold out
Net change, all compared −2,004 shares (−3.2%)
Net change, active managers 0 shares (—), 0 bought, 0 sold

Buyers versus sellers

institutions compared, 9
Active managers and hedge funds 0 bought · 0 sold · 0
Index fund managers 0 bought · 0 sold · 0
Other institutions 5 bought · 3 sold · −2,004

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Azzad Asset Management Inc +20K +129.4% 36K $161,985
Welch Group, LLC +4,000 +25.1% 20K $90,202
Integrated Wealth Concepts LLC +750 New position 750 $3,390
BNP Paribas Financial Markets +533 +266.5% 733 $3,313
Allworth Financial LP +11 +2.1% 528 $2,387

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Bank Of America Corp −27K Sold out 0 —
UBS Group AG −280 −46.9% 317 $1,433
Morgan Stanley −7 −0.3% 2,477 $11,197

New positions

largest by value
InstitutionSharesValue June 30, 2026
Integrated Wealth Concepts LLC 750 $3,390

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Bank Of America Corp 27K $144,565

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
8
Ten largest holders
100.0%
of 13F-reported shares
Index fund managers
0.0%
of 13F-reported shares
Active managers and hedge funds
0.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 0 0 0 0 —
Index fund managers 0 0 0 0 0 —
Other institutions 5 3 1 1 −2,004 −3.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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