Permianville Royalty TrustPVL
13F holders, Q4 2024 (December 31)21holders +3
5new positions
2sold out
$1.36avg. 13F price*
At the end of Q4 2024, 21 institutions reported holding Permianville Royalty Trust (PVL) in their 13F filings, up 3 from Q3 2024. 5 opened new positions and 2 sold out. The largest holders were Ashton Thomas Private Wealth, LLC ($2.3M), Pingora Partners LLC ($1.2M) and Susquehanna International Group, LLP ($123K).
- Company
- Permianville Royalty Trust
- CUSIP
- 71425H100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.3M |
| Exits | 2 | $215K |
All 13F filers, Q3 2024 → Q4 2024: 1,767,383 shares bought and 186,246 shares sold, net +1,581,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Ashton Thomas Private Wealth, LLC | 0.09% | New | 1,690,973 | $2.3M |
| Pingora Partners LLC | 0.80% | No change | 902,508 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +83.6% | 90,425 | $123K |
| Cresset Asset Management, LLC | 0.00% | Add +2.5% | 24,464 | $33K |
| Mariner, LLC | 0.00% | New | 20,004 | $27K |
| Wells Fargo & Company | 0.00% | Reduce -72.7% | 17,991 | $24K |
| Morgan Stanley | 0.00% | No change | 15,001 | $20K |
| Geneos Wealth Management Inc. | 0.00% | No change | 14,245 | $19K |
| Marco Investment Management LLC | 0.00% | No change | 12,000 | $16K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 10,642 | $14K |
| Royal Bank of Canada | 0.00% | Add +1340.0% | 7,200 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -48.7% | 6,318 | $9K |
| Osaic Holdings, Inc. | 0.00% | New | 3,963 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +2.5% | 3,309 | $5K |
| Simplex Trading, LLC | 0.00% | Add +33187.5% | 2,663 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 1,709 | $2K |
| Bank of America Corp. | 0.00% | New | 600 | $816 |
| Signature Resources Capital Management, LLC | 0.00% | New | 600 | $810 |
| Tucker Asset Management LLC | 0.00% | No change | 500 | $675 |
| Sunbelt Securities, Inc. | 0.00% | No change | 329 | $444 |
| Group One Trading LLC | 0.00% | No change | 3 | $4 |
"% of holder's portfolio" is PVL's weight in each manager's 13F, not the share of Permianville Royalty Trust the manager owns.