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 | 05/11/2026 | 1.45 M | $2.68 M | -15.89% | 4.39% |
| PINGORA PARTNERS LLC | 05/15/2026 | 1.09 M | $2.01 M | 14.18% | 3.29% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 05/11/2026 | 127.54 K | $235.96 K | -1.65% | 0.39% |
| CITADEL ADVISORS LLC | 05/15/2026 | 84.90 K | $157.07 K | 100.00% | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 49.78 K | $92.10 K | -52.99% | 0.15% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 49.51 K | $91.00 K | 100.00% | 0.15% |
| JANE STREET GROUP, LLC | 05/12/2026 | 44.25 K | $81.87 K | 100.00% | 0.13% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 05/05/2026 | 41.39 K | $76.56 K | -18.06% | 0.13% |
| 04/21/2026 | 27.72 K | $51.27 K | 0.00% | 0.08% | |
| MORGAN STANLEY | 05/15/2026 | 16.00 K | $29.60 K | 6.67% | 0.05% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 15.50 K | $28.68 K | -24.39% | 0.05% |
| J.W. COLE ADVISORS, INC. | 04/23/2026 | 12.52 K | $23.16 K | 0.00% | 0.04% |
| TCG ADVISORY SERVICES, LLC | 05/15/2026 | 12.40 K | $22.94 K | 0.00% | 0.04% |
| MARCO INVESTMENT MANAGEMENT LLC | 05/08/2026 | 12.00 K | $22.20 K | 0.00% | 0.04% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 10.71 K | $19.82 K | -35.50% | 0.03% |
| 05/14/2026 | 10.18 K | $18.83 K | 100.00% | 0.03% | |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 10.13 K | $18.74 K | 0.00% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 9.00 K | $16.65 K | -64.98% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 6.32 K | $11.69 K | 0.00% | 0.02% |
| CULLEN/FROST BANKERS, INC. | 05/05/2026 | 3.59 K | $6.65 K | 2.39% | 0.01% |
| IFP ADVISORS, INC | 04/13/2026 | 1.71 K | $3.16 K | 0.00% | 0.01% |
| GROUP ONE TRADING, L.P. | 05/13/2026 | 800 | $1.48 K | 100.00% | 0.00% |
| SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC | 05/01/2026 | 600 | $1.11 K | 0.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 401 | $742 | 100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 10 | $18 | 100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| GARNER ASSET MANAGEMENT CORP | 04/29/2026 | 0 | $0 | -100.00% | 0.00% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 05/15/2026 | 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: 1.45 M
Pingora Partners LLC: 1.09 M
McGowan Group Asset Management, Inc.: 127,543
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 49,782
ACADIAN ASSET MANAGEMENT LLC: 49,513
JANE STREET GROUP, LLC: 44,254
9.08% of Permianville Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 3.04 M shares in the last 24 months. This purchase volume represents approximately $5.69 M in transactions.