PermRock Royalty Trust - Units of Beneficial Interest (PRT)

Q4 2021 13F Holders as of 31 Dec 2021

Type / Class
Equity / Units of Beneficial Interest
Shares outstanding
12,151,396
Number of holders
6
Total 13F shares, excl. options
61,752
Shares change
-27,844
Total reported value, excl. options
$435,000
Value change
-$185,310
Number of buys
4
Number of sells
-4
Price
$7.06

Significant Holders of PermRock Royalty Trust - Units of Beneficial Interest (PRT) as of Q4 2021

9 filings reported holding PRT - PermRock Royalty Trust - Units of Beneficial Interest as of Q4 2021.
PermRock Royalty Trust - Units of Beneficial Interest (PRT) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 61,752 shares of 12,151,396 outstanding shares and own 0.51% of the company stock.
Largest 9 shareholders include SINECERA CAPITAL, LLC (37,280 shares), TRUIST FINANCIAL CORP (11,511 shares), ADVISOR GROUP HOLDINGS, INC. (8,350 shares), Vectors Research Management, LLC (2,000 shares), CWM, LLC (1,531 shares), HARBOUR INVESTMENTS, INC. (1,080 shares), GOLDMAN SACHS GROUP INC (0 shares), UBS Group AG (0 shares), and MORGAN STANLEY (0 shares).
This table shows the top 6 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.