PVL

Permianville Royalty Trust
PVL

Overview Fund Activity

21 hedge funds and large institutions have $3.83M invested in Permianville Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
2
Closed
2
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$11K

Top Buyers

1
ATPW
1
Ashton Thomas Private Wealth
Arizona
$2.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$123K
3
Mariner
3
Mariner
Kansas
$27K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.39K

Top Sellers

1
MGAM
1
McGowan Group Asset Management
Texas
$0
2
Wells Fargo
2
Wells Fargo
California
$24.5K
3
SPIA
3
Steward Partners Investment Advisory
New York
$8.59K
4
UBS Group
4
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
1
Ashton Thomas Private Wealth
Arizona
$2.3M +$2.3M +1,690,973 New
PP
2
Pingora Partners
Wyoming
$1.22M – – –
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$123K +$56K +41,181 +84%
CAM
4
Cresset Asset Management
Illinois
$33.3K +$828 +609 +3%
Mariner
5
Mariner
Kansas
$27K +$27K +20,004 New
Wells Fargo
6
Wells Fargo
California
$24.5K -$65K -47,820 -73%
Morgan Stanley
7
Morgan Stanley
New York
$20.4K – – –
GWM
8
Geneos Wealth Management
Colorado
$19.4K – – –
MIM
9
Marco Investment Management
Georgia
$16.2K – – –
PAG
10
Private Advisor Group
New Jersey
$14.4K +$22 +16 +0.2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10K +$9.31K +6,700 +1,340%
SPIA
12
Steward Partners Investment Advisory
New York
$8.59K -$8.16K -6,000 -49%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.39K +$5.39K +3,963 New
CFB
14
Cullen/Frost Bankers
Texas
$4.5K +$112 +82 +3%
Simplex Trading
15
Simplex Trading
Illinois
$3K +$2.99K +2,655 +33,188%
IA
16
IFP Advisors
Florida
$2.32K – – –
Bank of America
17
Bank of America
North Carolina
$816 +$816 +600 New
SRCM
18
Signature Resources Capital Management
California
$810 +$810 +600 New
TAM
19
Tucker Asset Management
Colorado
$675 – – –
SS
20
Sunbelt Securities
Texas
$444 – – –
Group One Trading
21
Group One Trading
Illinois
$4 – – –
MGAM
22
McGowan Group Asset Management
Texas
– -$214K -131,931 Closed
UBS Group
23
UBS Group
Switzerland
– -$802 -495 Closed