BPT

BP Prudhoe Bay Royalty Trust

Delisted

BPT was delisted on the 30th of June, 2025.

54 hedge funds and large institutions have $3.6M invested in BP Prudhoe Bay Royalty Trust in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
11
Closed
2
Calls
$72K
Puts
$326K
Net Calls
-$254K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
26
Concourse Financial Group Securities
Alabama
$8.48K
US Bancorp
27
US Bancorp
Minnesota
$5.19K -$3.21K -1,300 -38%
W
28
WealthCollab
Washington
$3.31K
AWM
29
Avior Wealth Management
Nebraska
$2.68K
CWC
30
Carolinas Wealth Consulting
North Carolina
$2.47K
NA
31
NewEdge Advisors
Louisiana
$2.21K
CWM
32
Cranbrook Wealth Management
Michigan
$1.67K
FGAM
33
Financial Gravity Asset Management
Texas
$1.58K -$11.3K -4,566 -88%
DP
34
Denver PWM
Colorado
$1.41K +$1.41K +567 New
VNA
35
Valley National Advisers
Pennsylvania
$1K
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$1K +$167 +100 +20%
AF
37
Allworth Financial
California
$785
Jones Financial Companies
38
Jones Financial Companies
Missouri
$766 +$766 +310 New
MG
39
Mather Group
Illinois
$729
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$494 -$49 -20 -9%
PA
41
PSI Advisors
Florida
$494
SPIA
42
Steward Partners Investment Advisory
New York
$356
SA
43
Scarborough Advisors
Maryland
$273
TCOV
44
Trust Company of Vermont
Vermont
$247
ATC
45
Adirondack Trust Company
New York
$247
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$230 +$230 +100 New
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$205
GC
48
Gould Capital
Washington
$174
CAM
49
Creekmur Asset Management
Illinois
$131
CAS
50
Coppell Advisory Solutions
Texas
$89 +$89 +36 New