SBIA
BPT

Sheaff Brock Investment Advisors’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$9.38K Hold
16,963
– – ﹤0.01% 459
2024
Q4 		$8.99K Hold
16,963
– – ﹤0.01% 451
2024
Q3 		$17.8K Hold
16,963
– – ﹤0.01% 454
2024
Q2 		$42.1K Hold
16,963
– – ﹤0.01% 442
2024
Q1 		$41.1K Hold
16,963
– – ﹤0.01% 501
2023
Q4 		$41.7K Hold
16,963
– – ﹤0.01% 472
2023
Q3 		$121K Hold
16,963
– – 0.01% 422
2023
Q2 		$77.4K Buy
+16,963
New +$102K 0.01% 469

Other funds holding BPT

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sheaff Brock Investment Advisors's BPT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its BP Prudhoe Bay Royalty Trust (BPT) position steady in Q1 2025 at 16,963 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Sheaff Brock Investment Advisors first reported a position in BPT in Q2 2023 and has held it in 8 quarters since. The position peaked at $121K in Q3 2023. 50 funds tracked by Wall St. Rank hold BPT as of Q1 2025.

  • Sheaff Brock Investment Advisors held 16,963 shares of BP Prudhoe Bay Royalty Trust worth $9.38K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its BP Prudhoe Bay Royalty Trust share count unchanged in Q1 2025.
  • BP Prudhoe Bay Royalty Trust made up ﹤0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #459 holding.
  • Sheaff Brock Investment Advisors first reported a position in BP Prudhoe Bay Royalty Trust in Q2 2023 and has held it in 8 quarters since.
  • Sheaff Brock Investment Advisors's BP Prudhoe Bay Royalty Trust position peaked at $121K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held BP Prudhoe Bay Royalty Trust as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.