Permrock Royalty Trust (PRT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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UNCHANGED

Shares55,000 from 55,000

Change0 (0%)

Value$106.2K (-$17.1K)

Filed 2026-11-02

MBA Advisors LLC

NEW

Shares44,794

Change+44,794

Value$86.5K

Filed 2026-10-29

CWA Asset Management Group, LLC

UNCHANGED

Shares14,665 from 14,665

Change0 (0%)

Value$28.3K (-$4.5K)

Filed 2026-10-19

UNCHANGED

Shares1,970 from 1,970

Change0 (0%)

Value$3.8K (-$611)

Filed 2026-11-06

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$4 ($0)

Filed 2026-10-29

Saber Capital Managment, LLC

N/A

Shares— from 143,576

Change-143,576 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 55,405

Change-55,405 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 39,504

Change-39,504 (-100%)

Value—

N/A

Shares— from 29,048

Change-29,048 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 14,675

Change-14,675 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 14,453

Change-14,453 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 4,300

Change-4,300 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 3,500

Change-3,500 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 3,500

Change-3,500 (-100%)

Value—

N/A

Shares— from 1,819

Change-1,819 (-100%)

Value—

N/A

Shares— from 1,465

Change-1,465 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 58

Change-58 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Certuity, LLC	UNCHANGED	55,000	55,000	0	0%	$123.2K	$106.2K	-$17.1K	2026-11-02
MBA Advisors LLC	NEW	44,794	—	+44,794	—	—	$86.5K	—	2026-10-29
CWA Asset Management Group, LLC	UNCHANGED	14,665	14,665	0	0%	$32.9K	$28.3K	-$4.5K	2026-10-19
Barclays PLC	UNCHANGED	1,970	1,970	0	0%	$4.4K	$3.8K	-$611	2026-11-06
Caitong International Asset Management Co., Ltd	UNCHANGED	2	2	0	0%	$4	$4	$0	2026-10-29
Saber Capital Managment, LLC	N/A	—	143,576	-143,576	-100%	$321.6K	—	—	—
BlackRock, Inc.	N/A	—	55,405	-55,405	-100%	$124.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	39,504	-39,504	-100%	$88.5K	—	—	—
XTX Topco Ltd	N/A	—	29,048	-29,048	-100%	$65.1K	—	—	—
Citadel Advisors LLC	N/A	—	14,675	-14,675	-100%	$32.9K	—	—	—
Cetera Investment Advisers	N/A	—	14,453	-14,453	-100%	$32.4K	—	—	—
Royal Bank of Canada	N/A	—	5,000	-5,000	-100%	$11.0K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	4,300	-4,300	-100%	$9.6K	—	—	—
Ameriflex Group, Inc.	N/A	—	3,500	-3,500	-100%	$7.8K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	3,500	-3,500	-100%	$7.8K	—	—	—
UBS Group AG	N/A	—	1,819	-1,819	-100%	$4.1K	—	—	—
Morgan Stanley	N/A	—	1,465	-1,465	-100%	$3.3K	—	—	—
Harbour Investments, Inc.	N/A	—	100	-100	-100%	$224	—	—	—
Osaic Holdings, Inc.	N/A	—	58	-58	-100%	$130	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$2	—	—	—

Showing 20 of 20 institutions