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 258,005 shares, which have been reported (via 13F filing form) to have a value of $995,000.
| 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
|
$321,360
0.0% of portfolio
|
Q2 2024
Added 37.13%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
55,000
shares
|
$212,300
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
36,414
shares
|
$140,558
0.0% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,662
shares
|
$95,195
0.0% of portfolio
|
Q1 2025
Added 90.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
15,000
shares
|
$57,900
0.0% of portfolio
|
Q1 2025
Added 1400.0%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
14,665
shares
|
$56,606
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
13,100
shares
|
$50,566
0.02% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
4,300
shares
|
$16,598
0.0% of portfolio
|
Q3 2024
Reduced 25.86%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
3,221
shares
|
$12,433
0.0% of portfolio
|
Q4 2024
Added 157.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,740
shares
|
$10,576
0.0% of portfolio
|
Q1 2025
Reduced 25.81%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,960
shares
|
$7,565
0.0% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,656
shares
|
$6,392
0.0% of portfolio
|
Q1 2025
Reduced 82.82%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,466
shares
|
$5,658
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
418
shares
|
$1,613
0.0% of portfolio
|
Q2 2022
Reduced 3.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
100
shares
|
$386
0.0% of portfolio
|
Q2 2022
Reduced 90.74%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
49
shares
|
$189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|