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 24 institutions that hold shares in the stock, with a total of 2.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.24 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
1,618,309
shares
|
$2.93 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
902,508
shares
|
$1.63 Million
1.04% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
129,686
shares
|
$234,731
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
50,157
shares
|
$90,784
0.0% of portfolio
|
Q1 2025
Reduced 44.53%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
24,464
shares
|
$44,279
0.0% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
22,470
shares
|
$40,670
0.0% of portfolio
|
Q1 2025
Added 743.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
20,113
shares
|
$36,404
0.0% of portfolio
|
Q4 2024
Reduced 80.3%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
20,011
shares
|
$36,219
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
15,932
shares
|
$28,836
0.0% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
15,001
shares
|
$27,151
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,517
shares
|
$22,655
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,318
shares
|
$22,295
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
12,000
shares
|
$21,720
0.0% of portfolio
|
Q4 2018
Reduced 25.0%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
10,642
shares
|
$19,262
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
10,558
shares
|
$19,109
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
6,318
shares
|
$11,435
0.0% of portfolio
|
Q4 2024
Reduced 48.71%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,600
shares
|
$10,136
0.0% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
3,309
shares
|
$5,989
0.0% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,709
shares
|
$3,093
0.0% of portfolio
|
Q2 2023
Added 31.46%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
796
shares
|
$1,440
0.0% of portfolio
|
Q4 2023
Added 7.28%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
600
shares
|
$1,086
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
500
shares
|
$905
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
329
shares
|
$595
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|