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 | 01/29/2026 | 1.72 M | $3.14 M | 10.79% | 5.22% |
| PINGORA PARTNERS LLC | 02/13/2026 | 950.41 K | $1.70 M | 4.55% | 2.88% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 01/29/2026 | 129.69 K | $233.44 K | 0.00% | 0.39% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 105.90 K | $190.62 K | 12.16% | 0.32% |
| CITADEL ADVISORS LLC | 02/17/2026 | 59.76 K | $107.56 K | 113.20% | 0.18% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 02/10/2026 | 50.51 K | $90.91 K | 12.22% | 0.15% |
| 02/25/2026 | 27.72 K | $49.61 K | 100.00% | 0.08% | |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 25.94 K | $47.30 K | 4.59% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 25.70 K | $46.27 K | 56.95% | 0.08% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 20.50 K | $36.90 K | 0.00% | 0.06% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 16.61 K | $29.89 K | 4.58% | 0.05% |
| MORGAN STANLEY | 02/13/2026 | 15.00 K | $27.00 K | -0.01% | 0.05% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 12.52 K | $22.53 K | 0.00% | 0.04% |
| TCG ADVISORY SERVICES, LLC | 02/17/2026 | 12.40 K | $22.19 K | 100.00% | 0.04% |
| CITADEL ADVISORS LLC | 02/17/2026 | 12.10 K | $21.78 K | 100.00% | 0.04% |
| XTX TOPCO LTD | 02/17/2026 | 12.08 K | $21.75 K | 100.00% | 0.04% |
| MARCO INVESTMENT MANAGEMENT LLC | 02/04/2026 | 12.00 K | $21.48 K | 0.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 10.13 K | $18.24 K | -34.05% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 6.32 K | $11.37 K | 0.00% | 0.02% |
| CULLEN/FROST BANKERS, INC. | 02/06/2026 | 3.51 K | $6.32 K | 4.59% | 0.01% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 3.19 K | $5.73 K | 13.99% | 0.01% |
| IFP ADVISORS, INC | 02/06/2026 | 1.71 K | $3.08 K | 0.00% | 0.01% |
| GARNER ASSET MANAGEMENT CORP | 02/03/2026 | 1.00 K | $1.79 K | 100.00% | 0.00% |
| SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC | 01/21/2026 | 600 | $1.07 K | 0.00% | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 02/05/2026 | 500 | $895 | 100.00% | 0.00% |
| GROUP ONE TRADING, L.P. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
| SUNBELT SECURITIES, INC. | 02/20/2026 | 0 | $0 | -100.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 0 | $0 | -100.00% | 0.00% |
Permianville Royalty Trust institutional Ownership - FAQ's
During the previous two years, 33 institutional investors and hedge funds held shares of Permianville Royalty Trust. The most heavily invested institutionals were:
Ashton Thomas Private Wealth, LLC: 1.72 M
Pingora Partners LLC: 950,410
McGowan Group Asset Management, Inc.: 129,686
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 105,902
CITADEL ADVISORS LLC: 59,755
Clear Harbor Asset Management, LLC: 50,506
9.69% of Permianville Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 3.28 M shares in the last 24 months. This purchase volume represents approximately $5.35 M in transactions.