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 28 institutions that hold shares in the stock, with a total of 2.94 Million shares, which have been reported (via 13F filing form) to have a value of $5.41 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
1,553,904
shares
|
$2.86 Million
0.07% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
909,024
shares
|
$1.67 Million
1.09% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
129,686
shares
|
$238,622
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
94,421
shares
|
$173,734
0.0% of portfolio
|
Q3 2025
Added 239.18%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
45,006
shares
|
$82,811
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
28,028
shares
|
$51,571
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
24,806
shares
|
$45,643
0.0% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
20,500
shares
|
$37,720
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
16,376
shares
|
$30,131
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
15,879
shares
|
$29,217
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
15,362
shares
|
$28,266
0.0% of portfolio
|
Q3 2025
Added 16.99%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
15,002
shares
|
$27,603
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
12,517
shares
|
$23,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,318
shares
|
$22,665
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
12,000
shares
|
$22,080
0.0% of portfolio
|
Q4 2018
Reduced 25.0%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
10,151
shares
|
$18,677
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,318
shares
|
$11,625
0.0% of portfolio
|
Q4 2024
Reduced 48.71%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,600
shares
|
$10,304
0.0% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
3,356
shares
|
$6,175
0.0% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
2,794
shares
|
$5,140
0.0% of portfolio
|
Q3 2025
Reduced 23.81%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,709
shares
|
$3,144
0.0% of portfolio
|
Q2 2023
Added 31.46%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
900
shares
|
$1,656
0.0% of portfolio
|
Q3 2025
Added 765.38%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
796
shares
|
$1,464
0.0% of portfolio
|
Q4 2023
Added 7.28%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
600
shares
|
$1,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
500
shares
|
$920
0.0% of portfolio
|
Q2 2023
New holding
|
|