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 2024 vs. Q2 2024
How the institutions holding PermRock Royalty Trust changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 17 | 1 | 16 | 0 |
| Shares | 229.1K | 83.3K | 250.7K | +104.8K (+71.9%) |
| Value | $891.9K | $323.9K | $985.7K | +$417.6K (+73.5%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held PermRock Royalty Trust at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| BlackRock, Inc. | 73,988 | $292.3K | 0.00% |
| RSM US Wealth Management LLC | 27,500 | $105.3K | 0.00% |
| CWA Asset Management Group, LLC | 14,665 | $57.6K | 0.00% |
| Virtu Financial LLC | 11,720 | $46.0K | 0.00% |
Sold out (4)
Institutions that held PermRock Royalty Trust at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Susquehanna International Group, LLP | 23,074 | $89.8K |
| UBS Group AG | 1,033 | $4.02K |
| Ancora Advisors, LLC | 324 | $1.26K |
| Tower Research Capital LLC (TRC) | 138 | $537 |
Not filed for Q3 2024 yet (1)
Institutions that held PermRock Royalty Trust at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| BlackRock Inc. | 83,254 | $323.9K |