PVL

Permianville Royalty Trust
PVL

Overview Fund Activity

21 hedge funds and large institutions have $4.54M invested in Permianville Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
–
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
4
Closed
3
Calls
$48K
Puts
$10K
Net Calls
+$38K
Net Calls Change
+$39K

Top Buyers

1
MGAM
McGowan Group Asset Management
Texas
$203K
2
Simplex Trading
Simplex Trading
Illinois
$35K
3
GCP
GSA Capital Partners
United Kingdom
$27K
4
Osaic Holdings
Osaic Holdings
Arizona
$31.6K
5
JWCA
J.W. Cole Advisors
Florida
$19.6K

Top Sellers

1
ATPW
Ashton Thomas Private Wealth
Arizona
$2.53M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$78.5K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$0
4
Wells Fargo
Wells Fargo
California
$24.9K
5
GWM
Geneos Wealth Management
Colorado
$19.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
1
Ashton Thomas Private Wealth
Arizona
$2.53M -$114K -72,664 -4%
PP
2
Pingora Partners
Wyoming
$1.41M – – –
MGAM
3
McGowan Group Asset Management
Texas
$203K +$203K +129,686 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$78.5K -$63K -40,268 -45%
CAM
5
Cresset Asset Management
Illinois
$38.5K – – –
Simplex Trading
6
Simplex Trading
Illinois
$35K +$30.9K +19,807 +744%
Osaic Holdings
7
Osaic Holdings
Arizona
$31.6K +$25.4K +16,150 +408%
Mariner
8
Mariner
Kansas
$31.2K +$11 +7 +0%
GCP
9
GSA Capital Partners
United Kingdom
$27K +$27K +17,570 New
Wells Fargo
10
Wells Fargo
California
$24.9K -$3.22K -2,059 -11%
Morgan Stanley
11
Morgan Stanley
New York
$23.5K – – –
JWCA
12
J.W. Cole Advisors
Florida
$19.6K +$19.6K +12,517 New
GWM
13
Geneos Wealth Management
Colorado
$19.5K -$2.9K -1,845 -13%
MIM
14
Marco Investment Management
Georgia
$18.7K – – –
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$17K +$17K +10,558 New
PAG
16
Private Advisor Group
New Jersey
$16.6K – – –
SPIA
17
Steward Partners Investment Advisory
New York
$9.89K – – –
CFB
18
Cullen/Frost Bankers
Texas
$5.18K – – –
IA
19
IFP Advisors
Florida
$2.67K – – –
SRCM
20
Signature Resources Capital Management
California
$936 – – –
SS
21
Sunbelt Securities
Texas
$515 – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
– -$10K -7,200 Closed
Bank of America
23
Bank of America
North Carolina
– -$816 -600 Closed
Group One Trading
24
Group One Trading
Illinois
– -$4 -3 Closed