Permianville Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PINGORA PARTNERS LLC | 08/14/2026 | 1.09 M | $1.84 M | 0.34% | 3.30% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 726.58 K | $1.23 M | -49.82% | 2.20% |
| LEXAURUM ADVISORS, LLC | 07/15/2026 | 128.00 K | $216.32 K | 100.00% | 0.39% |
| CITADEL ADVISORS LLC | 08/14/2026 | 73.60 K | $124.38 K | -13.31% | 0.22% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 08/12/2026 | 60.04 K | $101.46 K | -52.93% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 58.77 K | $99.32 K | 18.05% | 0.18% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 41.09 K | $69.00 K | -17.01% | 0.12% |
| XTX TOPCO LTD | 08/14/2026 | 36.90 K | $62.36 K | 100.00% | 0.11% |
| DIESSLIN GROUP, INC. | 07/02/2026 | 27.72 K | $46.84 K | 0.00% | 0.08% |
| CITADEL ADVISORS LLC | 08/14/2026 | 24.49 K | $41.39 K | 100.00% | 0.07% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 08/12/2026 | 19.39 K | $32.76 K | -53.16% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 17.12 K | $28.93 K | 90.18% | 0.05% |
| MORGAN STANLEY | 08/13/2026 | 16.00 K | $27.04 K | 0.00% | 0.05% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 15.50 K | $26.20 K | 0.00% | 0.05% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 14.13 K | $23.88 K | 100.00% | 0.04% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 12.52 K | $21.15 K | 0.00% | 0.04% |
| TCG ADVISORY SERVICES, LLC | 07/31/2026 | 12.40 K | $20.95 K | 0.00% | 0.04% |
| MARCO INVESTMENT MANAGEMENT LLC | 08/03/2026 | 12.00 K | $20.28 K | 0.00% | 0.04% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 10.90 K | $18.43 K | 1.79% | 0.03% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 8.60 K | $14.54 K | -15.11% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 6.32 K | $10.68 K | 0.00% | 0.02% |
| CULLEN/FROST BANKERS, INC. | 07/27/2026 | 3.66 K | $6.18 K | 1.81% | 0.01% |
| IFP ADVISORS, INC | 07/20/2026 | 1.71 K | $2.89 K | 0.00% | 0.01% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 800 | $1.35 K | 0.00% | 0.00% |
| SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC | 07/14/2026 | 600 | $1.01 K | 0.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 11 | $19 | 10.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| DAVIS WEALTH ADVISORS, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
Permianville Royalty Trust institutional Ownership - FAQ's
During the previous two years, 34 institutional investors and hedge funds held shares of Permianville Royalty Trust. The most heavily invested institutionals were:
Pingora Partners LLC: 1.09 M
Ashton Thomas Private Wealth, LLC: 726,581
LexAurum Advisors, LLC: 128,000
McGowan Group Asset Management, Inc.: 60,038
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 58,770
ACADIAN ASSET MANAGEMENT LLC: 41,092
7.10% of Permianville Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 2.43 M shares in the last 24 months. This purchase volume represents approximately $4.55 M in transactions.