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 2.72 Million shares, which have been reported (via 13F filing form) to have a value of $5.47 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
1,546,014
shares
|
$3.11 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
878,808
shares
|
$1.77 Million
1.21% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
129,686
shares
|
$260,668
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
27,838
shares
|
$55,954
0.0% of portfolio
|
Q2 2025
Reduced 44.5%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
24,611
shares
|
$49,468
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
16,305
shares
|
$32,773
0.0% of portfolio
|
Q2 2025
Added 311.43%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
15,001
shares
|
$30,152
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
13,131
shares
|
$26,393
0.0% of portfolio
|
Q2 2025
Reduced 17.58%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
12,517
shares
|
$25,159
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,318
shares
|
$24,759
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
12,000
shares
|
$24,119
0.0% of portfolio
|
Q4 2018
Reduced 25.0%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
10,145
shares
|
$20,391
0.0% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
6,318
shares
|
$12,699
0.0% of portfolio
|
Q4 2024
Reduced 48.71%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
5,600
shares
|
$11,255
0.0% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
3,667
shares
|
$7,370
0.0% of portfolio
|
Q2 2025
Reduced 83.68%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
3,329
shares
|
$6,691
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,709
shares
|
$3,435
0.0% of portfolio
|
Q2 2023
Added 31.46%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
796
shares
|
$1,599
0.0% of portfolio
|
Q4 2023
Added 7.28%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
600
shares
|
$1,205
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
500
shares
|
$1,004
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
329
shares
|
$661
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
104
shares
|
$209
0.0% of portfolio
|
Q2 2025
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
|