Purchases and Sales Made in Q1 2023 in Permianville Royalty Trust (PVL)
This table provides information about the institutional ownership of Permianville Royalty Trust (PVL) during Q1 2023. The information is specifically focused on institutions that hold shares of Permianville Royalty Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
189K+ 29.2% |
$401K - $588K
|
837K
$1.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.5KNew |
$73.1K - $107K
|
34.5K
$50.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.9KNew |
$48.5K - $71.1K
|
22.9K
$33.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
11.5KNew |
$24.4K - $35.8K
|
11.5K
$16.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5K+ 833.33% |
$10.6K - $15.6K
|
5.6K
$8.18K
|
|
|
Apr 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
1.19K+ 0.26% |
$2.52K - $3.7K
|
458K
$669K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
917+ 4.67% |
$1.94K - $2.85K
|
20.6K
$30K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
176+ 33.27% |
$373 - $547
|
705
$1.03K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
124+ 4.67% |
$263 - $386
|
2.78K
$4.06K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
50New |
$106 - $156
|
50
$73
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10+ 4.93% |
$21.2 - $31.1
|
213
$311
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-559- 0.39% |
$1.19K - $1.74K
|
143K
$209K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2K- 17.31% |
$4.24K - $6.22K
|
9.56K
$14K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.44K- 10.73% |
$5.17K - $7.59K
|
20.3K
$29.6K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-7.1K- 54.29% |
$15.1K - $22.1K
|
5.98K
$8.73K
|