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 23 institutions that hold shares in the stock, with a total of 1.26 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
902,508
shares
|
$1.39 Million
1.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
131,931
shares
|
$203,173
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
65,811
shares
|
$101,348
0.0% of portfolio
|
Q3 2024
Reduced 88.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
49,244
shares
|
$75,835
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,855
shares
|
$36,736
0.0% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
15,001
shares
|
$23,101
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
14,245
shares
|
$21,937
0.0% of portfolio
|
Q4 2023
Added 48.14%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,318
shares
|
$18,969
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
12,318
shares
|
$18,969
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
12,000
shares
|
$18,480
0.0% of portfolio
|
Q4 2018
Reduced 25.0%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,626
shares
|
$16,364
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
3,227
shares
|
$4,969
0.0% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,709
shares
|
$2,631
0.0% of portfolio
|
Q2 2023
Added 31.46%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
796
shares
|
$1,225
0.0% of portfolio
|
Q4 2023
Added 7.28%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
500
shares
|
$770
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
500
shares
|
$770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
495
shares
|
$762
0.0% of portfolio
|
Q3 2024
Reduced 98.44%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
329
shares
|
$506
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
8
shares
|
$12
0.0% of portfolio
|
Q3 2024
Reduced 92.59%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3
shares
|
$4
0.0% of portfolio
|
Q1 2024
Reduced 99.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|