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Permianville Royalty Trust (PVL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Ashton Thomas Private Wealth, LLC
DECREASED
Shares691,769 from 726,581
Change-34,812 (-5%)
Value$1.3M (+$31.1K)
Filed 2026-11-03
LexAurum Advisors, LLC
UNCHANGED
Shares128,000 from 128,000
Change0 (0%)
Value$233.0K (+$16.6K)
Filed 2026-10-19
Diesslin Group, Inc.
UNCHANGED
Shares27,715 from 27,715
Change0 (0%)
Value$50.4K (+$3.6K)
Filed 2026-10-14
Acadian Asset Management LLC
DECREASED
Shares21,584 from 41,092
Change-19,508 (-47%)
Value$39 (-$69.0K)
Filed 2026-11-09
Clear Harbor Asset Management, LLC
UNCHANGED
Shares19,386 from 19,386
Change0 (0%)
Value$35.3K (+$2.5K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares14,000 from 15,500
Change-1,500 (-10%)
Value$25.5K (-$715)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
UNCHANGED
Shares12,517 from 12,517
Change0 (0%)
Value$22.8K (+$1.6K)
Filed 2026-11-05
Marco Investment Management LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$21.8K (+$1.6K)
Filed 2026-11-09
Simplex Trading, LLC
DECREASED
Shares6,228 from 14,128
Change-7,900 (-56%)
Value$11.3K (-$12.5K)
Filed 2026-11-04
Cullen T Bankers, Inc.
INCREASED
Shares3,779 from 3,659
Change+120 (+3%)
Value$6.9K (+$695)
Filed 2026-10-28
IFP Advisors, Inc
UNCHANGED
Shares1,709 from 1,709
Change0 (0%)
Value$3.1K (+$222)
Filed 2026-10-16
Signature Resources Capital Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$1.1K (+$78)
Filed 2026-10-16
Caitong International Asset Management Co., Ltd
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$20 (+$1)
Filed 2026-10-29
HUB Investment Partners, LLC
CLOSED
Shares0 from 12,397
Change-12,397 (-100%)
Value$0 (-$21.0K)
Filed 2026-11-03
Pingora Partners LLC
N/A
Shares— from 1,088,873
Change-1,088,873 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 60,038
Change-60,038 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 58,770
Change-58,770 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 36,900
Change-36,900 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,489
Change-24,489 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 17,116
Change-17,116 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 16,002
Change-16,002 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,903
Change-10,903 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,601
Change-8,601 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,318
Change-6,318 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Status
Ashton Thomas Private Wealth, LLC
DECREASED691,769726,581-34,812-5%$1.2M$1.3M+$31.1K2026-11-03
LexAurum Advisors, LLC
UNCHANGED128,000128,00000%$216.3K$233.0K+$16.6K2026-10-19
Diesslin Group, Inc.
UNCHANGED27,71527,71500%$46.8K$50.4K+$3.6K2026-10-14
Acadian Asset Management LLC
DECREASED21,58441,092-19,508-47%$69.0K$39-$69.0K2026-11-09
Clear Harbor Asset Management, LLC
UNCHANGED19,38619,38600%$32.8K$35.3K+$2.5K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED14,00015,500-1,500-10%$26.2K$25.5K-$7152026-11-06
J.W. Cole Advisors, Inc.
UNCHANGED12,51712,51700%$21.2K$22.8K+$1.6K2026-11-05
Marco Investment Management LLC
UNCHANGED12,00012,00000%$20.3K$21.8K+$1.6K2026-11-09
Simplex Trading, LLC
DECREASED6,22814,128-7,900-56%$23.9K$11.3K-$12.5K2026-11-04
Cullen T Bankers, Inc.
INCREASED3,7793,659+120+3%$6.2K$6.9K+$6952026-10-28
IFP Advisors, Inc
UNCHANGED1,7091,70900%$2.9K$3.1K+$2222026-10-16
Signature Resources Capital Management, LLC
UNCHANGED60060000%$1.0K$1.1K+$782026-10-16
Caitong International Asset Management Co., Ltd
UNCHANGED111100%$19$20+$12026-10-29
HUB Investment Partners, LLC
CLOSED012,397-12,397-100%$21.0K$0-$21.0K2026-11-03
Pingora Partners LLC
N/A—1,088,873-1,088,873-100%$1.8M———
McGowan Group Asset Management, Inc.
N/A—60,038-60,038-100%$101.5K———
Susquehanna International Group, LLP
N/A—58,770-58,770-100%$99.3K———
XTX Topco Ltd
N/A—36,900-36,900-100%$62.4K———
Citadel Advisors LLC
N/A—24,489-24,489-100%$41.4K———
Osaic Holdings, Inc.
N/A—17,116-17,116-100%$28.9K———
Morgan Stanley
N/A—16,002-16,002-100%$27.0K———
MML Investors Services, LLC
N/A—10,903-10,903-100%$18.4K———
Wells Fargo & Company
N/A—8,601-8,601-100%$14.5K———
Steward Partners Investment Advisory, LLC
N/A—6,318-6,318-100%$10.7K———
Group One Trading LLC
N/A—800-800-100%$1.4K———
Showing 25 of 25 institutions