Institutional Ownership Bp Prudhoe Bay Royalty Trust (BPT)
This table provides information about the institutional ownership of Bp Prudhoe Bay Royalty Trust (BPT). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 1.11 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,126
shares
|
$1,204
0.0% of portfolio
|
Q3 2024
Added 263.23%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,079
shares
|
$1,154
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$1,070
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,000
shares
|
$1,070
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
894
shares
|
$956
0.0% of portfolio
|
Q1 2024
Reduced 64.23%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
694
shares
|
$742
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
676
shares
|
$723
0.0% of portfolio
|
Q2 2019
Reduced 1.46%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
635
shares
|
$679
0.0% of portfolio
|
Q2 2024
Reduced 72.19%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
567
shares
|
$606
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
463
shares
|
$495
0.0% of portfolio
|
Q4 2022
Added 131.5%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
365
shares
|
$390
0.0% of portfolio
|
Q3 2022
Added 69.77%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
300
shares
|
$321
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
200
shares
|
$214
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
200
shares
|
$214
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
144
shares
|
$154
0.0% of portfolio
|
Q3 2022
Reduced 87.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
130
shares
|
$139
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
100
shares
|
$107
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
100
shares
|
$107
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$107
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
70
shares
|
$74
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
67
shares
|
$71
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
64
shares
|
$68
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
53
shares
|
$56
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
36
shares
|
$38
0.0% of portfolio
|
Q4 2023
Reduced 53.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
25
shares
|
$26
0.0% of portfolio
|
Q3 2023
New holding
|