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.
Q4 2024 vs. Q3 2024
How the institutions holding PermRock Royalty Trust changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Q4 2024 | Change |
|---|---|---|---|
| Holders | 16 | 19 | +3 |
| Shares | 250.7K | 260.9K | +10.2K (+4.1%) |
| Value | $985.7K | $928.4K | −$57.3K (−5.8%) |
New holders (7)
Institutions that held PermRock Royalty Trust at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ameriflex Group, Inc. | 15,600 | $65.5K | 0.03% |
| Engineers Gate Manager LP | 16,518 | $58.1K | 0.00% |
| Susquehanna International Group, LLP | 12,926 | $45.5K | 0.00% |
| Millennium Management LLC | 10,124 | $35.6K | 0.00% |
| UBS Group AG | 9,641 | $33.9K | 0.00% |
| The PNC Financial Services Group, Inc. | 1,000 | $3.52K | 0.00% |
| Sound Income Strategies, LLC | 49 | $172 | 0.00% |
Sold out (4)
Institutions that held PermRock Royalty Trust at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| RSM US Wealth Management LLC | 27,500 | $105.3K |
| Virtu Financial LLC | 11,720 | $46.0K |
| Citadel Advisors LLC | 10,472 | $41.4K |
| Roble, Belko & Company, Inc | 59 | $0 |