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 242,768 shares, which have been reported (via 13F filing form) to have a value of $961,000.
| 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
|
$329,685
0.0% of portfolio
|
Q2 2024
Added 37.13%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
55,000
shares
|
$217,800
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
30,600
shares
|
$121,176
0.0% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
28,741
shares
|
$113,814
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
15,000
shares
|
$59,400
0.0% of portfolio
|
Q1 2025
Added 1400.0%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
14,665
shares
|
$58,073
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
4,300
shares
|
$17,028
0.0% of portfolio
|
Q3 2024
Reduced 25.86%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
3,221
shares
|
$12,755
0.0% of portfolio
|
Q4 2024
Added 157.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,726
shares
|
$10,794
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,960
shares
|
$7,761
0.0% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,465
shares
|
$5,801
0.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$3,960
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
418
shares
|
$1,655
0.0% of portfolio
|
Q2 2022
Reduced 3.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
269
shares
|
$1,065
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
100
shares
|
$396
0.0% of portfolio
|
Q2 2022
Reduced 90.74%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
49
shares
|
$194
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
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|