Institutional Ownership Permianville Royalty Trust (PVL)
This table provides information about the institutional ownership of Permianville Royalty Trust (PVL). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 2.07 Million shares, which have been reported (via 13F filing form) to have a value of $2.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pingora Partners LLC
Wilson, WY |
May 13, 2024 Q1 2024 |
925,908
shares
|
$1.03 Million
0.91% of portfolio
|
Q1 2024
Added 1.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
891,887
shares
|
$989,994
0.0% of portfolio
|
Q1 2024
Reduced 2.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
96,870
shares
|
$107,525
0.0% of portfolio
|
Q1 2024
Added 75.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
62,760
shares
|
$69,663
0.0% of portfolio
|
Q1 2024
Added 1.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
24,840
shares
|
$27,572
0.0% of portfolio
|
Q1 2024
Added 201.46%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
15,002
shares
|
$16,652
0.0% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
14,245
shares
|
$15,811
0.0% of portfolio
|
Q4 2023
Added 48.14%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,318
shares
|
$13,672
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Marco Investment Management LLC
|
May 08, 2024 Q1 2024 |
12,000
shares
|
$13,320
0.0% of portfolio
|
Q4 2018
Reduced 25.0%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
5,812
shares
|
$6,451
0.0% of portfolio
|
Q1 2024
Added 752.2%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
3,139
shares
|
$3,484
0.0% of portfolio
|
Q4 2023
Added 7.35%
|
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
1,709
shares
|
$1,896
0.0% of portfolio
|
Q2 2023
Added 31.46%
|
|
|
Institutional & Family Asset Management, LLC
|
May 08, 2024 Q1 2024 |
796
shares
|
$883
0.0% of portfolio
|
Q4 2023
Added 7.28%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
500
shares
|
$555
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
May 09, 2024 Q1 2024 |
200
shares
|
$222
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 10, 2024 Q1 2024 |
3
shares
|
$3
0.0% of portfolio
|
Q1 2024
Reduced 99.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|