Permianville Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ASHTON THOMAS PRIVATE WEALTH, LLC | 11/04/2025 | 1.55 M | $2.85 M | 0.51% | 4.71% |
| PINGORA PARTNERS LLC | 11/14/2025 | 909.02 K | $1.65 M | 3.44% | 2.75% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 11/13/2025 | 129.69 K | $234.73 K | 0.00% | 0.39% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 94.42 K | $170.90 K | 239.18% | 0.29% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 11/14/2025 | 45.01 K | $81.46 K | 100.00% | 0.14% |
| CITADEL ADVISORS LLC | 11/14/2025 | 28.03 K | $50.73 K | 100.00% | 0.08% |
| CRESSET ASSET MANAGEMENT, LLC | 01/22/2026 | 24.81 K | $45.47 K | 0.79% | 0.08% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/17/2025 | 20.50 K | $37.11 K | 100.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 16.38 K | $29.99 K | 0.44% | 0.05% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 15.88 K | $28.74 K | 100.00% | 0.05% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 15.36 K | $27.81 K | 16.99% | 0.05% |
| MORGAN STANLEY | 11/14/2025 | 15.00 K | $27.15 K | 0.01% | 0.05% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 12.52 K | $22.66 K | 0.00% | 0.04% |
| MARCO INVESTMENT MANAGEMENT LLC | 11/04/2025 | 12.00 K | $21.72 K | 0.00% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 10.15 K | $18.37 K | 0.06% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 6.32 K | $11.44 K | 0.00% | 0.02% |
| GENEOS WEALTH MANAGEMENT INC. | 10/22/2025 | 5.60 K | $10.14 K | 0.00% | 0.02% |
| CULLEN/FROST BANKERS, INC. | 10/31/2025 | 3.36 K | $6.07 K | 0.81% | 0.01% |
| SIMPLEX TRADING, LLC | 11/12/2025 | 2.79 K | $5.00 K | -23.81% | 0.01% |
| IFP ADVISORS, INC | 02/06/2026 | 1.71 K | $3.09 K | 0.00% | 0.01% |
| GROUP ONE TRADING, L.P. | 11/12/2025 | 900 | $1.63 K | 765.38% | 0.00% |
| SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC | 10/16/2025 | 600 | $1.09 K | 0.00% | 0.00% |
| SUNBELT SECURITIES, INC. | 11/19/2025 | 329 | $595 | 0.00% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 33 | $60 | 100.00% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
Permianville Royalty Trust institutional Ownership - FAQ's
During the previous two years, 25 institutional investors and hedge funds held shares of Permianville Royalty Trust. The most heavily invested institutionals were:
McGowan Group Asset Management, Inc.: 129,686
Garner Asset Management Corp: 1,000
Signature Resources Capital Management, LLC: 600
UBS Group AG: 0
Geneos Wealth Management Inc.: 0
Pingora Partners LLC: 909,024
8.86% of Permianville Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.41 M shares in the last 24 months. This purchase volume represents approximately $2.53 M in transactions.