Q1 2023 13F Holders as of 3/31/2023
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Type / Class
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Equity / Units of Beneficial Interest
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Shares outstanding
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32.8M
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Number of holders
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25
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Total 13F shares, excl. options
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1.7M
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Shares change
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+7.38K
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Total reported value, excl. options
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$4.08M
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Value change
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-$217K
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Put/Call ratio
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0.17
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Number of buys
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10
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Number of sells
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-12
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Price
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$2.39
Significant Holders of Permianville Royalty Trust - Units of Beneficial Interest (PVL) as of Q1 2023
35 filings reported holding PVL - Permianville Royalty Trust - Units of Beneficial Interest as of Q1 2023.
Permianville Royalty Trust - Units of Beneficial Interest (PVL) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.7M shares
of 32.8M outstanding shares and own 5.19% of the company stock.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (837K shares), SINECERA CAPITAL, LLC (458K shares), McGowan Group Asset Management, Inc. (143K shares), Syntal Capital Partners, LLC (97.9K shares), Raymond James Financial Services Advisors, Inc. (34.5K shares), Foundations Investment Advisors, LLC (22.9K shares), Cresset Asset Management, LLC (20.6K shares), MORGAN STANLEY (20.3K shares), MARCO INVESTMENT MANAGEMENT LLC (12K shares), and Avidian Wealth Solutions, LLC (11.6K shares).
This table shows the top 25 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.