Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Units of Beneficial Interest
-
Shares outstanding
-
32,754,610
-
Total 13F shares
-
2,707,711
-
Share change
-
-192,091
-
Total reported value
-
$5,008,322
-
Price per share
-
$1.85
-
Number of holders
-
19
-
Value change
-
-$337,508
-
Number of buys
-
3
-
Number of sells
-
10
Institutional Holders of Permianville Royalty Trust - Units of Beneficial Interest (PVL) as of Q2 2025
As of 30 Jun 2025,
Permianville Royalty Trust - Units of Beneficial Interest (PVL) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,707,711 shares.
The largest 10 holders included
Ashton Thomas Private Wealth, LLC, Pingora Partners LLC, McGowan Group Asset Management, Inc., SUSQUEHANNA INTERNATIONAL GROUP, LLP, Cresset Asset Management, LLC, OSAIC HOLDINGS, INC., MORGAN STANLEY, WELLS FARGO & COMPANY/MN, J.W. COLE ADVISORS, INC., and MARCO INVESTMENT MANAGEMENT LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.