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BPT

BP Prudhoe Bay Royalty Trust
BPT

Delisted

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

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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1
Frontier Investment Management
Texas
$1.07M -$203K -10,000 -17%
Morgan Stanley
2
Morgan Stanley
New York
$1.01M +$18.7K +922 +2%
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$886K +$60.9K +3,000 +8%
Bank of America
4
Bank of America
North Carolina
$675K -$4.3K -212 -0.7%
Wells Fargo
5
Wells Fargo
California
$591K -$405K -19,963 -42%
UBS Group
6
UBS Group
Switzerland
$431K -$734K -36,203 -64%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$400K -$24.1K -1,189 -6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$387K -$24.6K -1,212 -6%
ARTA
9
A.R.T. Advisors
New York
$370K +$347K +17,131 New
Creative Planning
10
Creative Planning
Kansas
$359K -$11.2K -552 -3%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$347K +$2.45K +121 +0.8%
RJA
12
Raymond James & Associates
Florida
$305K +$2.68K +132 +0.9%
GIM
13
Greylin Investment Management
Virginia
$302K +$81.1K +4,000 +40%
LPL Financial
14
LPL Financial
California
$288K +$9.03K +445 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$258K -$27.5K -1,357 -10%
Citadel Advisors
16
Citadel Advisors
Florida
$247K +$232K +11,444 New
AG
17
Advisor Group
Arizona
$244K +$29K +1,431 +15%
GWM
18
Geneos Wealth Management
Colorado
$191K -$7.26K -358 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$189K +$74.7K +3,684 +72%
US Bancorp
20
US Bancorp
Minnesota
$187K – – –
AA
21
AlphaMark Advisors
Kentucky
$90K +$50.7K +2,500 +152%
DADC
22
D.A. Davidson & Co
Montana
$73K -$2.76K -136 -4%
IA
23
IFP Advisors
Florida
$61K +$6.51K +321 +13%
AIM
24
Advantage Investment Management
Iowa
$58K +$11.2K +551 +26%
AIM
25
Acrospire Investment Management
Illinois
$58K +$54.2K +2,670 New
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