Purchases and Sales Made in Q1 2023 in Perm Rock Royalty Trust (PRT)
This table provides information about the institutional ownership of Perm Rock Royalty Trust (PRT) during Q1 2023. The information is specifically focused on institutions that hold shares of PermRock Royalty Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.8KNew |
$117K - $147K
|
18.8K
$68.5K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2K+ 11.49% |
$12.5K - $15.7K
|
19.4K
$70.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
130New |
$811 - $1.02K
|
130
$473
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
101+ 5.94% |
$630 - $792
|
1.8K
$6.56K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
52+ 2.27% |
$324 - $408
|
2.34K
$8.51K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 2.79% |
$31.2 - $39.2
|
184
$670
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-399- 8.68% |
$2.49K - $3.13K
|
4.2K
$15.3K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.64K- 41.36% |
$41.4K - $52K
|
9.41K
$34.2K
|