PermRock Royalty Trust - Units of Beneficial Interest (PRT)

Q1 2021 13F Holders as of 31 Mar 2021

Type / Class
Equity / Units of Beneficial Interest
Shares outstanding
12.2M
Number of holders
8
Total 13F shares, excl. options
164K
Shares change
-83K
Total reported value, excl. options
$1.02M
Value change
-$443K
Number of buys
3
Number of sells
-4
Price
$6.25

Significant Holders of PermRock Royalty Trust - Units of Beneficial Interest (PRT) as of Q1 2021

10 filings reported holding PRT - PermRock Royalty Trust - Units of Beneficial Interest as of Q1 2021.
PermRock Royalty Trust - Units of Beneficial Interest (PRT) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 164K shares of 12.2M outstanding shares and own 1.35% of the company stock.
Largest 10 shareholders include GOLDMAN SACHS GROUP INC (93.2K shares), TRUIST FINANCIAL CORP (56.9K shares), WELLS FARGO & COMPANY/MN (8.45K shares), MORGAN STANLEY (2.55K shares), UBS Group AG (1.67K shares), HARBOUR INVESTMENTS, INC. (1K shares), Tower Research Capital LLC (TRC) (450 shares), Laurel Wealth Advisors LLC (300 shares), Mark Stevens (0 shares), and ADVISOR GROUP HOLDINGS, INC. (0 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.