Institutional Ownership Permianville Royalty Trust (PVL)
This table provides information about the institutional ownership of Permianville Royalty Trust (PVL). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 2.83 Million shares, which have been reported (via 13F filing form) to have a value of $4.14 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
1,690,973
shares
|
$2.47 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
902,508
shares
|
$1.32 Million
0.8% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
90,425
shares
|
$132,020
0.0% of portfolio
|
Q4 2024
Added 83.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
24,464
shares
|
$35,717
0.0% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
20,004
shares
|
$29,205
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
17,991
shares
|
$26,266
0.0% of portfolio
|
Q4 2024
Reduced 72.66%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
15,001
shares
|
$21,901
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
14,245
shares
|
$20,797
0.0% of portfolio
|
Q4 2023
Added 48.14%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,318
shares
|
$17,984
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
12,000
shares
|
$17,520
0.0% of portfolio
|
Q4 2018
Reduced 25.0%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
10,642
shares
|
$15,537
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
7,200
shares
|
$10,512
0.0% of portfolio
|
Q4 2024
Added 1340.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
6,318
shares
|
$9,224
0.0% of portfolio
|
Q4 2024
Reduced 48.71%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
3,309
shares
|
$4,831
0.0% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
2,663
shares
|
$3,887
0.0% of portfolio
|
Q4 2024
Added 33187.5%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,709
shares
|
$2,495
0.0% of portfolio
|
Q2 2023
Added 31.46%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
796
shares
|
$1,162
0.0% of portfolio
|
Q4 2023
Added 7.28%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
600
shares
|
$876
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
600
shares
|
$876
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
500
shares
|
$730
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
329
shares
|
$480
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3
shares
|
$4
0.0% of portfolio
|
Q1 2024
Reduced 99.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|