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 21 institutions that hold shares in the stock, with a total of 271,538 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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
83,254
shares
|
$363,819
0.0% of portfolio
|
Q2 2024
Added 37.13%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
55,000
shares
|
$240,350
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
37,600
shares
|
$164,312
0.0% of portfolio
|
Q4 2024
Reduced 14.35%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,518
shares
|
$72,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
15,600
shares
|
$68,172
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
14,665
shares
|
$64,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,926
shares
|
$56,486
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
10,124
shares
|
$44,241
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
9,641
shares
|
$42,131
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
4,300
shares
|
$18,791
0.0% of portfolio
|
Q3 2024
Reduced 25.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,693
shares
|
$16,138
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,221
shares
|
$14,075
0.0% of portfolio
|
Q4 2024
Added 157.47%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,960
shares
|
$8,565
0.0% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,465
shares
|
$6,402
0.0% of portfolio
|
Q4 2024
Reduced 28.64%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,000
shares
|
$4,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
418
shares
|
$1,826
0.0% of portfolio
|
Q2 2022
Reduced 3.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
100
shares
|
$437
0.0% of portfolio
|
Q2 2022
Reduced 90.74%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
49
shares
|
$214
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
3
shares
|
$13
0.0% of portfolio
|
Q2 2024
Reduced 98.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$4
0.0% of portfolio
|
Q3 2024
Reduced 99.88%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|