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Permianville Royalty Trust (PVL) Institutional Ownership

Permianville Royalty Trust logo
$1.86 +0.04 (+2.20%)
As of 08/28/2026 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Permianville Royalty Trust (NYSE:PVL)

Current
Institutional Ownership
Percentage
6.78%
Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$703.50K
Number of
Institutional Sellers
(last 12 months)
0
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PVL Institutional Buying and Selling by Quarter

Permianville Royalty Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/16/2026 Pingora Partners LLC950,410$1.70M1.0%+4.6%2.880%
1/29/2026 Ashton Thomas Private Wealth LLC1,721,520$3.14M0.1%+10.8%5.217%
11/17/2025 Kestra Private Wealth Services LLC20,500$37K0.0%N/A0.062%
11/17/2025 Susquehanna International Group LLP94,421$171K0.0%+239.2%0.286%
11/17/2025 Citadel Advisors LLC28,028$51K0.0%-326.0%0.085%
11/4/2025 Ashton Thomas Private Wealth LLC1,553,904$2.85M0.1%+0.5%4.709%
10/23/2025 Clear Harbor Asset Management LLC45,006$81K0.0%N/A0.136%
8/14/2025 Pingora Partners LLC878,808$1.63M1.2%-2.6%2.663%
8/1/2025 Ashton Thomas Private Wealth LLC1,546,014$2.86M0.1%-4.5%4.685%
5/16/2025Ashton Thomas Private Wealth LLC1,618,309$2.53M0.1%-4.3%4.904%
2/13/2025Mariner LLC20,004$27K0.0%N/A0.061%
2/7/2025Ashton Thomas Private Wealth LLC1,690,973$2.30M0.1%N/A5.124%
2/12/2024Pingora Partners LLC910,208$1.31M1.2%N/A2.758%
11/4/2023Syntal Capital Partners LLC12,585$32K0.0%-87.1%0.038%
10/18/2023Marion Wealth Management10,600$27K0.0%N/A0.032%
4/25/2023Foundations Investment Advisors LLC22,874$55K0.0%N/A0.069%
4/14/2023Raymond James Financial Services Advisors Inc.34,500$82K0.0%N/A0.105%
4/10/2023Northstar Advisory Group LLC11,500$27K0.0%N/A0.035%
2/8/2023Cambridge Investment Research Advisors Inc.20,344$68K0.0%N/A0.062%
11/15/2022Syntal Capital Partners LLC97,882$324K0.1%-12.9%0.297%
11/9/2022McGowan Group Asset Management Inc.143,643$477K0.1%+5.2%0.435%
8/11/2022McGowan Group Asset Management Inc.136,480$454K0.1%N/A0.414%
8/5/2022Marco Investment Management LLC12,000$40K0.0%N/A0.000%
8/3/2022AE Wealth Management LLC93,618$312K0.0%N/A0.000%
7/29/2022Avidian Wealth Solutions LLC11,574$38K0.0%N/A0.035%
7/27/2022Sinecera Capital LLC455,124$1.54M1.7%N/A0.000%
7/20/2022Dorsey Wright & Associates9,657$32K0.0%N/A0.000%


PVL Institutional Ownership - Frequently Asked Questions

During the previous two years, the following institutional investors and hedge funds held shares of Permianville Royalty Trust shares: Ashton Thomas Private Wealth LLC ($3.14M), Pingora Partners LLC ($1.70M), Susquehanna International Group LLP ($171K), Clear Harbor Asset Management LLC ($81K), Citadel Advisors LLC ($51K), and Kestra Private Wealth Services LLC ($37K), and Mariner LLC ($27K).Learn more on Permianville Royalty Trust's institutional investors.

6.78% of Permianville Royalty Trust's stock is owned by institutional investors. Learn more on PVL's institutional investor holdings.

The following institutional investors have purchased Permianville Royalty Trust's stock in the last 24 months: Ashton Thomas Private Wealth LLC ($1.87M), Susquehanna International Group LLP ($66.58K), Clear Harbor Asset Management LLC ($45.01K), Pingora Partners LLC ($41.39K), Citadel Advisors LLC ($40.43K), Kestra Private Wealth Services LLC ($20.50K), and Mariner LLC ($20.00K).

Institutional investors have bought a total of 389,409 shares in the last 24 months. This purchase volume represents approximately $703.50K in transactions.



Institutional ownership data for NYSE:PVL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 2/16/2026. New 13F filings are added each quarter as they're published.
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