Purchases and Sales Made in Q2 2023 in Permianville Royalty Trust (PVL)
This table provides information about the institutional ownership of Permianville Royalty Trust (PVL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.8K+ 7.27% |
$145K - $178K
|
898K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.3KNew |
$106K - $130K
|
44.3K
$60.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20KNew |
$47.6K - $58.6K
|
20K
$27.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
19.5KNew |
$46.4K - $57.1K
|
19.5K
$26.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6K+ 133.33% |
$14.3K - $17.6K
|
10.5K
$14.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.02K+ 71.71% |
$9.56K - $11.8K
|
9.62K
$13.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
660+ 0.14% |
$1.57K - $1.93K
|
459K
$624K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
508+ 2.47% |
$1.21K - $1.49K
|
21.1K
$28.6K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
500New |
$1.19K - $1.47K
|
500
$680
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
409+ 31.46% |
$973 - $1.2K
|
1.71K
$2.32K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
69+ 2.48% |
$164 - $202
|
2.85K
$3.87K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
32New |
$76.2 - $93.8
|
32
$43.5
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
17+ 2.41% |
$40.5 - $49.8
|
722
$982
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5+ 2.35% |
$11.9 - $14.7
|
218
$296
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 2.0% |
$2.38 - $2.93
|
51
$69.4
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-624- 3.07% |
$1.49K - $1.83K
|
19.7K
$26.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1K- 8.7% |
$2.38K - $2.93K
|
10.5K
$14.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-2.84K- 1.98% |
$6.75K - $8.31K
|
140K
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.71K- 38.85% |
$8.83K - $10.9K
|
5.84K
$7.95K
|