Institutional Ownership Perm Rock Royalty Trust (PRT)
This table provides information about the institutional ownership of Perm Rock Royalty Trust (PRT). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 229,559 shares, which have been reported (via 13F filing form) to have a value of $932,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
83,254
shares
|
$338,011
0.0% of portfolio
|
Q2 2024
Added 37.13%
|
|
|
Camden Capital, LLC
|
Aug 06, 2024 Q2 2024 |
55,000
shares
|
$223,299
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
39,900
shares
|
$161,993
0.0% of portfolio
|
Q2 2024
Added 14.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
23,074
shares
|
$93,680
0.0% of portfolio
|
Q2 2024
Reduced 31.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
10,464
shares
|
$42,483
0.0% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
5,800
shares
|
$23,547
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
3,681
shares
|
$14,944
0.0% of portfolio
|
Q2 2024
Reduced 13.73%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
2,200
shares
|
$8,932
0.0% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
2,010
shares
|
$8,160
0.0% of portfolio
|
Q4 2023
Reduced 6.94%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
1,251
shares
|
$5,079
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,033
shares
|
$4,193
0.0% of portfolio
|
Q2 2024
Reduced 27.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
850
shares
|
$3,450
0.0% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
418
shares
|
$1,697
0.0% of portfolio
|
Q2 2022
Reduced 3.35%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
324
shares
|
$1,315
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
138
shares
|
$560
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
100
shares
|
$405
0.0% of portfolio
|
Q2 2022
Reduced 90.74%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
59
shares
|
$239
0.0% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
3
shares
|
$12
0.0% of portfolio
|
Q2 2024
Reduced 98.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|