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 20 institutions that hold shares in the stock, with a total of 229,700 shares, which have been reported (via 13F filing form) to have a value of $916,000.
| 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
|
$332,183
0.0% of portfolio
|
Q2 2024
Added 37.13%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
55,000
shares
|
$219,450
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
28,741
shares
|
$114,676
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
15,000
shares
|
$59,850
0.0% of portfolio
|
Q1 2025
Added 1400.0%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
14,665
shares
|
$58,513
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$39,900
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$19,950
0.0% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
4,300
shares
|
$17,157
0.0% of portfolio
|
Q3 2024
Reduced 25.86%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,500
shares
|
$13,965
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,221
shares
|
$12,851
0.0% of portfolio
|
Q4 2024
Added 157.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,758
shares
|
$11,004
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,960
shares
|
$7,820
0.0% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,465
shares
|
$5,845
0.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
418
shares
|
$1,667
0.0% of portfolio
|
Q2 2022
Reduced 3.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
269
shares
|
$1,073
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
100
shares
|
$399
0.0% of portfolio
|
Q2 2022
Reduced 90.74%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
49
shares
|
$195
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|