PVL

Permianville Royalty Trust
PVL

Overview Fund Activity

26 hedge funds and large institutions have $4.59M invested in Permianville Royalty Trust in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
4
Closed
2
Calls
$175K
Puts
$64K
Net Calls
+$111K
Net Calls Change
-$106K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.24M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$111K
3
AAS
3
Avantax Advisory Services
Texas
$50K
4
TSS
4
Two Sigma Securities
New York
$48.8K
5
Bank of America
5
Bank of America
North Carolina
$26.3K

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$0
2
Group One Trading
2
Group One Trading
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15K
4
MGAM
4
McGowan Group Asset Management
Texas
$351K
5
NAG
5
Northstar Advisory Group
New Jersey
$26.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$2.24M +$152K +60,809 +7%
SC
2
Sinecera Capital
Texas
$1.15M +$1.66K +660 +0.1%
MGAM
3
McGowan Group Asset Management
Texas
$351K -$7.09K -2,837 -2%
SCP
4
Syntal Capital Partners
Texas
$245K – – –
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$111K +$111K +44,339 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$86.3K – – –
FIA
7
Foundations Investment Advisors
Arizona
$57.2K – – –
CAM
8
Cresset Asset Management
Illinois
$52.9K +$1.28K +508 +2%
AAS
9
Avantax Advisory Services
Texas
$50K +$50K +20,000 New
Morgan Stanley
10
Morgan Stanley
New York
$49.2K -$1.56K -624 -3%
TSS
11
Two Sigma Securities
New York
$48.8K +$48.8K +19,500 New
MIM
12
Marco Investment Management
Georgia
$30K – – –
NAG
13
Northstar Advisory Group
New Jersey
$26.3K -$2.5K -1,000 -9%
Bank of America
14
Bank of America
North Carolina
$26.3K +$15K +6,000 +133%
GWM
15
Geneos Wealth Management
Colorado
$24K +$10K +4,016 +72%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$15K -$9.53K -3,712 -39%
CFB
17
Cullen/Frost Bankers
Texas
$7.12K +$172 +69 +2%
IA
18
IFP Advisors
Florida
$4.27K +$1.02K +409 +31%
IFAM
19
Institutional & Family Asset Management
Colorado
$1.81K +$43 +17 +2%
TAM
20
Tucker Asset Management
Colorado
$1.25K +$1.25K +500 New
NC
21
NewSquare Capital
Pennsylvania
$750 – – –
Osaic Holdings
22
Osaic Holdings
Arizona
$544 +$12 +5 +2%
RFG
23
RFP Financial Group
Georgia
$500 – – –
SPIA
24
Steward Partners Investment Advisory
New York
$195 – – –
AWM
25
Activest Wealth Management
Florida
$154 +$3 +1 +2%
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