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BPT
BP Prudhoe Bay Royalty Trust
Delisted
BPT was delisted on the 30th of June, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 151 |
PMG
151
ProVise Management Group
Clearwater,
Florida
| – | -$209K | -2,175 | Closed |
|
| 152 |
RW
152
Rand Wealth
Baltimore,
Maryland
| – | -$202K | -2,100 | Closed |
|
| 153 |
UB
153
UMB Bank
Kansas City,
Missouri
| – | -$203K | -2,100 | Closed |
|
| 154 |
ST
154
Spot Trading
Chicago,
Illinois
| – | -$182K | -1,892 | Closed |
|
| 155 |
BRWA
155
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$154K | -1,600 | Closed |
|
| 156 |
WAM
156
Wolverine Asset Management
Chicago,
Illinois
| – | -$67K | -700 | Closed |
|
| 157 |
SMA
157
Simply Money Advisors
Cincinnati,
Ohio
| – | -$31K | -320 | Closed |
|
| 158 |
OWP
158
Obermeyer Wealth Partners
Aspen,
Colorado
| – | -$28K | -290 | Closed |
|
| 159 |
1IC
159
1919 Investment Counsel
Baltimore,
Maryland
| – | -$20K | -200 | Closed |
|
| 160 |
S
160
SignatureFD
Atlanta,
Georgia
| – | -$12K | -120 | Closed |
|
| 161 |
HR
161
Howe & Rusling
Rochester,
New York
| – | -$10K | -100 | Closed |
|
| 162 |
MIM
162
Macroview Investment Management
Bethesda,
Maryland
| – | -$10K | -100 | Closed |
|