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PermRock Royalty Trust (PRT) institutional ownership

Latest close $2.27 Jul 23, 2026
Market cap$42M 52-week range SectorEnergy
Funds holding · Q1 2026
9
reported PRT position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
2 buyers · 7 sellers

PermRock Royalty Trust (PRT) price and institutional activity

Dates

Q1 2026

$0 bought by 2 investors
Cetera Investment AdvisersCaitong International Asset Management Co., Ltd
$0 sold by 7 investors
Citadel Advisors LLCPNC Financial Services Group, Inc. +5 more
Bought Sold Totals per quarter; hover a bar for the names.

PermRock Royalty Trust (PRT) institutional activity · 9

Investor Type Est. change Change Δ Own Date
Citadel Advisors LLC Exited· Q1 2026 −38K −100.0% Q1 2026
Cetera Investment Advisers · New
Change +15K Date Q1 2026
Cetera Investment Advisers New· Q1 2026 +15K Q1 2026
PNC Financial Services Group, Inc. · Exited
Change −15K Δ Own −100.0% Date Q1 2026
PNC Financial Services Group, Inc. Exited· Q1 2026 −15K −100.0% Q1 2026
Susquehanna International Group, LLP · Reduced
Change −10K Date Q1 2026
Susquehanna International Group, LLP Reduced· Q1 2026 −10K Q1 2026
Jane Street Group, LLC · Reduced
Change −9K Date Q1 2026
Jane Street Group, LLC Reduced· Q1 2026 −9K Q1 2026
Osaic Holdings, Inc. · Reduced
Change −2K Date Q1 2026
Osaic Holdings, Inc. Reduced· Q1 2026 −2K Q1 2026
UBS Group AG · Reduced
Change −585 Date Q1 2026
UBS Group AG Reduced· Q1 2026 −585 Q1 2026
Bank of America Corp · Exited
Change −269 Δ Own −100.0% Date Q1 2026
Bank of America Corp Exited· Q1 2026 −269 −100.0% Q1 2026
Caitong International Asset Management Co., Ltd · New
Change +1 Date Q1 2026
Caitong International Asset Management Co., Ltd New· Q1 2026 +1 Q1 2026
Data through Q1 2026 · filed May 15, 2026
9 of 9

Famous investor activity in PermRock Royalty Trust (PRT)

PermRock Royalty Trust (PRT) activist and large shareholders

Dates
No Schedule 13D or 13G filing is available for PRT in this range.

PermRock Royalty Trust (PRT) ownership FAQ

Who owns PRT?

9 reporting institutions disclosed PRT position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.