PermRock Royalty Trust
PRT- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001724009
No open-market purchases or sales by PermRock Royalty Trust insiders were filed in the last 90 days; 19 institutions reported holding it in 13F filings for Q2 2026, worth $869.0K in total; no superinvestor holds it.
Q3 2023 vs. Q2 2023
How the institutions holding PermRock Royalty Trust changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 15 | 13 | −2 |
| Shares | 168.5K | 161.1K | −7.40K (−4.4%) |
| Value | $922.7K | $1.07M | +$145.3K (+15.7%) |
New holders (1)
Institutions that held PermRock Royalty Trust at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Commonwealth Equity Services, LLC | 11,400 | $75.0K | 0.00% |
Sold out (3)
Institutions that held PermRock Royalty Trust at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Susquehanna International Group, LLP | 22,932 | $125.0K |
| IFP Advisors, Inc | 225 | $3.59K |
| NewSquare Capital LLC | 80 | $434 |