How many institutions held PVL - Permianville Royalty Trust - Units of Beneficial Interest in Q4 2023?

23 institutional investors reported PVL - Permianville Royalty Trust - Units of Beneficial Interest for Q4 2023. Use the holders table for investor-level position and value details.

Permianville Royalty Trust - Units of Beneficial Interest (PVL)

Q: What does CUSIP 71425H100 represent in this 13F holders report?

CUSIP 71425H100 is the security identifier for PVL - Permianville Royalty Trust - Units of Beneficial Interest used to aggregate holder disclosures.

CUSIP: 71425H100

Q4 2023 13F Holders as of 31 Dec 2023

Security type / class: Equity / Units of Beneficial Interest
Total 13F shares: 2,240,676
Total 13F value: $3,225,480
Share change: -435,916
Put/Call ratio: 44%
SEC-reported price per share: $1.44
Number of holders: 23
Value change: -$1,249,979
Number of buys: 13
Number of sells: 11
Shares outstanding: 32,994,931

Security key

71425H100

Report period

Q4 2023

Institutions

Top holders

PVL full security history Ownership snapshot Full 13F holder table Permianville Royalty Trust SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of PVL - Permianville Royalty Trust - Units of Beneficial Interest (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader

WELLS FARGO & COMPANY/MN

Disclosed value leader

WELLS FARGO & COMPANY/MN

Comparable rows

15/15

Latest evidence

30 Sep 2023

13F Lead comparable stake: 2.7% Showing 1-6 of 15 holder rows.

Quick read

WELLS FARGO & COMPANY/MN leads the comparable SEC ownership view at 2.7%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens WELLS FARGO & COMPANY/MN's linked filing trail.

Comparable ownership Top 5

WELLS FARGO & COMPANY/MN 2.7%

SINECERA CAPITAL, LLC 1.4%

McGowan Group Asset Management, Inc. 0.43%

Raymond James Financial Services ... 0.11%

CITADEL ADVISORS LLC 0.1%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
WELLS FARGO & COMPANY/MN	13F Company 13F	2.7%	$2,265,355 891,872 shares	—	30 Sep 2023
SINECERA CAPITAL, LLC	13F Company 13F	1.4%	$1,202,352 459,427 shares	—	30 Sep 2023
McGowan Group Asset Management, Inc.	13F Company 13F	0.43%	$356,226 140,247 shares	—	30 Sep 2023
Raymond James Financial Services Advisors, Inc.	13F Company 13F	0.11%	$93,980 37,000 shares	—	30 Sep 2023
CITADEL ADVISORS LLC	13F Company 13F	0.1%	$82,182 32,355 shares	—	30 Sep 2023
Cresset Asset Management, LLC	13F Company 13F	0.07%	$56,496 21,618 shares	—	30 Sep 2023

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

2,240,676

Rows available

Investor	Option	Weight %	Change %	SEC-reported value	* Price	Shares	Share Change	Activity	Report Period

^* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders

Q4 2023 holders

Holder diff

-4

Investor	Q3 2023 Shares	Q4 2023 Shares	Share Diff	Share Chg %	Q3 2023 value	Q4 2023 value	Value change	Value Chg %