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BP Prudhoe Bay Royalty Trust (BPT) Institutional Ownership

BP Prudhoe Bay Royalty Trust logo

Institutional Ownership Changes (13F Filings) for BP Prudhoe Bay Royalty Trust (NYSE:BPT)

Current
Institutional Ownership
Percentage
5.66%
Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$264.68K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$10.51K
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BPT Institutional Buying and Selling by Quarter

BP Prudhoe Bay Royalty Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2025 XTX Topco Ltd57,960$32K0.0%+116.1%0.271%
2/17/2025 Two Sigma Investments LP100,999$55K0.0%-16.1%0.472%
2/7/2025 Ashton Thomas Private Wealth LLC429,752$234K0.0%N/A2.008%
10/24/2024 Welch Group LLC33,759$35K0.0%+60.3%0.158%
8/8/2024RS Crum Inc.20,001$50K0.0%N/A0.093%
5/7/2024 Oppenheimer & Co. Inc.90,620$220K0.0%+129.2%0.423%
5/1/2024 StoneX Group Inc.37,782$92K0.0%N/A0.177%
1/25/2024 Narwhal Capital Management29,284$72K0.0%+49.8%0.137%
1/23/2024 Welch Group LLC21,059$52K0.0%+27.2%0.098%
11/30/2023 Fidelity D & D Bancorp Inc.21,000$150K0.2%N/A0.098%
11/9/2023 Formidable Asset Management LLC56,343$403K0.1%N/A0.263%
11/8/2023 Oppenheimer & Co. Inc.50,785$363K0.0%N/A0.237%
10/30/2023 Narwhal Capital Management19,547$139K0.0%+57.6%0.091%
8/10/2023 Meitav Investment House Ltd.43,700$1.53M0.0%N/A0.204%
8/8/2023Sheaff Brock Investment Advisors LLC16,963$77K0.0%N/A0.079%
8/3/2023 Narwhal Capital Management12,406$56K0.0%-31.4%0.058%
7/24/2023 Meitav Investment House Ltd.43,700$1.53M0.0%N/A0.204%
5/9/2023 Formidable Asset Management LLC26,200$236K0.0%+8.3%0.122%
5/2/2023 Narwhal Capital Management18,085$137K0.0%-60.3%0.085%
4/28/2023 Ameritas Advisory Services LLC4,300$33K0.0%N/A0.020%
4/25/2023 D.A. Davidson & CO.13,600$104K0.0%N/A0.064%
4/13/2023 Welch Group LLC15,579$118K0.0%+42.9%0.073%
2/13/2023 GSA Capital Partners LLP24,815$290K0.0%N/A0.116%
2/10/2023 StoneX Group Inc.32,710$382K0.3%-6.9%0.153%
2/8/2023 Birinyi Associates Inc.12,450$145K0.1%-39.9%0.058%
2/8/2023 Cambridge Investment Research Advisors Inc.11,703$137K0.0%N/A0.055%
2/7/2023 Formidable Asset Management LLC24,200$283K0.1%N/A0.113%
2/7/2023 IFP Advisors Inc12,818$368K0.0%+25.3%0.060%
1/31/2023 AE Wealth Management LLC24,317$284K0.0%-35.8%0.114%
1/31/2023 Wedbush Securities Inc.60,908$711K0.0%+3.2%0.285%
1/31/2023 Narwhal Capital Management45,524$529K0.1%+250.2%0.213%
1/11/2023Jenkins Wealth28,274$329K0.1%N/A0.132%
11/15/2022 Lido Advisors LLC25,056$299K0.0%+7.4%0.117%
11/14/2022 Cubist Systematic Strategies LLC51,454$614K0.0%+121.6%0.240%
11/8/2022 IFP Advisors Inc10,228$293K0.0%+4,386.0%0.048%
11/8/2022 StoneX Group Inc.35,130$419K0.2%+52.4%0.164%
11/8/2022 Birinyi Associates Inc.20,700$247K0.1%N/A0.097%
11/7/2022 Virtu Financial LLC11,428$136K0.0%N/A0.053%
11/7/2022 Quantbot Technologies LP23,011$274K0.0%+2,448.3%0.108%
11/3/2022 Creative Planning270,718$3.22M0.0%+0.8%1.265%
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11/1/2022 Narwhal Capital Management12,999$155K0.0%-33.1%0.061%
10/31/2022 Savant Capital LLC10,000$119K0.0%N/A0.047%
10/27/2022 US Bancorp DE3,400$41K0.0%+41.7%0.016%
10/25/2022Raymond James & Associates14,406$172K0.0%N/A0.067%
10/25/2022 AE Wealth Management LLC37,850$452K0.0%+96.2%0.177%
10/18/2022 Wedbush Securities Inc.59,037$705K0.0%+6.7%0.276%
8/16/2022 Creative Planning268,500$5.48M0.0%+536,900.0%0.000%
8/13/2022 NewEdge Advisors LLC55,894$1.14M0.0%+34.5%0.000%
8/9/2022 SeaCrest Wealth Management LLC1,800$37K0.0%N/A0.000%
8/3/2022 AE Wealth Management LLC19,290$395K0.0%N/A0.000%
8/1/2022 Narwhal Capital Management19,435$397K0.1%N/A0.091%
7/27/2022 StoneX Group Inc.23,050$472K0.2%N/A0.000%
7/22/2022 Geneos Wealth Management Inc.8,771$185K0.0%-47.6%0.000%
7/21/2022 Wedbush Securities Inc.55,352$1.13M0.1%+32.1%0.000%
7/20/2022 Dorsey Wright & Associates2,703$55K0.0%N/A0.000%
5/4/2022 Advisor Group Holdings Inc.59,000$831K0.0%+270.5%0.000%
5/4/2022 Commonwealth Equity Services LLC15,026$224K0.0%N/A0.000%
4/19/2022 Wedbush Securities Inc.41,909$627K0.0%N/A0.196%
2/3/2022 Advisor Group Holdings Inc.15,924$63K0.0%-8.6%0.074%
1/26/2022 Welch Group LLC10,899$43K0.0%N/A0.051%
1/19/2022Icon Wealth Partners LLC50,000$197K0.0%-28.6%0.234%
11/16/2021 Schonfeld Strategic Advisors LLC31,200$128K0.0%-12.1%0.146%
9/17/2021 Virtu Financial LLC46,413$237K0.0%N/A0.217%
8/16/2021 Occudo Quantitative Strategies LP16,636$85K0.0%-44.2%0.078%
8/12/2021 Lido Advisors LLC31,040$158K0.0%-24.4%0.145%
8/11/2021 Susquehanna Fundamental Investments LLC17,300$88K0.0%-20.6%0.081%
8/5/2021 Texas Yale Capital Corp.25,997$132K0.0%N/A0.121%
8/2/2021 Advisor Group Holdings Inc.17,208$88K0.0%-35.5%0.080%
5/18/2021 Morgan Stanley197,502$739K0.0%+826.6%0.923%
(Data available from 1/1/2016 forward)

BPT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BPT shares?

During the previous two years, 10 institutional investors and hedge funds held shares of BP Prudhoe Bay Royalty Trust. The most heavily invested institutionals were Formidable Asset Management LLC ($403K), Ashton Thomas Private Wealth LLC ($234K), Oppenheimer & Co. Inc. ($220K), Fidelity D & D Bancorp Inc. ($150K), StoneX Group Inc. ($92K), Narwhal Capital Management ($72K), and Two Sigma Investments LP ($55K).Learn more on BP Prudhoe Bay Royalty Trust's institutional investors.

What percentage of BP Prudhoe Bay Royalty Trust's stock is owned by institutional investors?

5.66% of BP Prudhoe Bay Royalty Trust's stock is owned by institutional investors. Learn more on BPT's institutional investor holdings.

Which institutional investors have been buying BP Prudhoe Bay Royalty Trust's stock?

Of the 9 institutional investors that purchased BP Prudhoe Bay Royalty Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ashton Thomas Private Wealth LLC ($429.75K), Oppenheimer & Co. Inc. ($101.87K), Formidable Asset Management LLC ($56.34K), StoneX Group Inc. ($37.78K), XTX Topco Ltd ($31.14K), Fidelity D & D Bancorp Inc. ($21K), and RS Crum Inc. ($20.00K).

How much institutional buying is happening at BP Prudhoe Bay Royalty Trust?

Institutional investors have bought a total of 473,591 shares in the last 24 months. This purchase volume represents approximately $264.68K in transactions.

Which of BP Prudhoe Bay Royalty Trust's major shareholders have been selling company stock?

The following institutional investors have sold BP Prudhoe Bay Royalty Trust stock in the last 24 months: Two Sigma Investments LP ($19.32K).

How much institutional selling is happening at BP Prudhoe Bay Royalty Trust?

Institutional investors have sold a total of 19,317 shares in the last 24 months. This volume of shares sold represents approximately $10.51K in transactions.



This page (NYSE:BPT) was last updated on 8/28/2025 by MarketBeat.com Staff
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