PermRock Royalty Trust - Units of Beneficial Interest (PRT)

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / Units of Beneficial Interest
Shares outstanding
12,151,396
Total 13F shares
168,531
Share change
+8,740
Total reported value
$920,376
Price per share
$5.45
Number of holders
15
Value change
+$46,941
Number of buys
5
Number of sells
6

Institutional Holders of PermRock Royalty Trust - Units of Beneficial Interest (PRT) as of Q2 2023

As of 30 Jun 2023, PermRock Royalty Trust - Units of Beneficial Interest (PRT) was held by 15 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 168,531 shares. The largest 10 holders included CERTUITY, LLC, SINECERA CAPITAL, LLC, Royal Bank of Canada, SUSQUEHANNA INTERNATIONAL GROUP, LLP, BlackRock Inc., MORGAN STANLEY, CWM, LLC, WELLS FARGO & COMPANY/MN, OSAIC HOLDINGS, INC., and TUCKER ASSET MANAGEMENT LLC. This page lists 15 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
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.