PRT

PermRock Royalty Trust Unit
PRT

Overview Fund Activity

14 hedge funds and large institutions have $1.06M invested in PermRock Royalty Trust Unit in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
14
Holders Change
-5
Holders Change %
-26.32%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
4
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$64.5K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$106K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$11.8K
4
Morgan Stanley
4
Morgan Stanley
New York
$6.3K

Top Sellers

1
EGM
1
Engineers Gate Manager
New York
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$7.12K
4
AG
4
AmeriFlex Group
Nevada
$56.3K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$157K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$318K 73,988 – –
C
2
Certuity
Florida
$237K 55,000 – –
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$157K 36,414 -1,186 -3%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$106K 24,662 +11,736 +91%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$64.5K 15,000 +14,000 +1,400%
CAMG
6
CWA Asset Management Group
Florida
$62.6K 14,665 – –
AG
7
AmeriFlex Group
Nevada
$56.3K 13,100 -2,500 -16%
HWA
8
HHM Wealth Advisors
Tennessee
$18.4K 4,300 – –
Barclays
9
Barclays
United Kingdom
$14K 3,221 – –
Osaic Holdings
10
Osaic Holdings
Arizona
$11.8K 2,740 +14 +0.5%
UBS Group
11
UBS Group
Switzerland
$7.12K 1,656 -7,985 -83%
Morgan Stanley
12
Morgan Stanley
New York
$6.3K 1,466 +1 +0.1%
HI
13
Harbour Investments
Wisconsin
$430 100 – –
SIS
14
Sound Income Strategies
Florida
$209 49 – –
EGM
15
Engineers Gate Manager
New York
– – -16,518 Closed
Millennium Management
16
Millennium Management
New York
– – -10,124 Closed
CAM
17
Creekmur Asset Management
Illinois
– – -3 Closed
Wells Fargo
18
Wells Fargo
California
– – -1 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –