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 22 institutions that hold shares in the stock, with a total of 1.79 Million shares, which have been reported (via 13F filing form) to have a value of $2.77 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2024 Q2 2024 |
901,508
shares
|
$1.4 Million
0.66% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
565,389
shares
|
$876,352
0.0% of portfolio
|
Q2 2024
Reduced 36.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
127,836
shares
|
$198,145
0.0% of portfolio
|
Q2 2024
Added 103.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
48,244
shares
|
$74,778
0.0% of portfolio
|
Q2 2024
Reduced 50.2%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
31,685
shares
|
$49,111
0.0% of portfolio
|
Q2 2024
Added 445.17%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
23,207
shares
|
$35,970
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
16,600
shares
|
$25,730
0.0% of portfolio
|
Q2 2024
Reduced 33.17%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
15,001
shares
|
$23,251
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
14,245
shares
|
$22,079
0.0% of portfolio
|
Q4 2023
Added 48.14%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,318
shares
|
$19,092
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Marco Investment Management LLC
|
Aug 07, 2024 Q2 2024 |
12,000
shares
|
$18,600
0.0% of portfolio
|
Q4 2018
Reduced 25.0%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,626
shares
|
$16,470
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
3,139
shares
|
$4,865
0.0% of portfolio
|
Q4 2023
Added 7.35%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,709
shares
|
$2,648
0.0% of portfolio
|
Q2 2023
Added 31.46%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
796
shares
|
$1,233
0.0% of portfolio
|
Q4 2023
Added 7.28%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
500
shares
|
$775
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
329
shares
|
$509
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
108
shares
|
$167
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
3
shares
|
$4
0.0% of portfolio
|
Q1 2024
Reduced 99.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|