INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - PERMIANVILLE RTY TR ownership

PERMIANVILLE RTY TR's ticker is PVL and the CUSIP is 71425H100. A total of 26 filers reported holding PERMIANVILLE RTY TR in Q3 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.1%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of PERMIANVILLE RTY TR
ValueSharesWeighting
Q3 2023$1,884
+4.3%
742
+2.8%
0.00%
Q2 2023$1,806
+7.2%
722
+2.4%
0.00%
Q1 2023$1,685
-5.0%
705
+33.3%
0.00%
Q4 2022$1,773
-11.4%
529
+4.3%
0.00%
Q3 2022$2,0005070.00%
Other shareholders
PERMIANVILLE RTY TR shareholders Q3 2022
NameSharesValueWeighting ↓
McGowan Group Asset Management, Inc. 285,388$950,0000.15%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 69,455$231,0000.07%
ArchPoint Investors 47,000$160,0000.05%
SeaCrest Wealth Management, LLC 25,698$86,0000.02%
MIDAS MANAGEMENT CORP 8,000$27,0000.01%
Regal Investment Advisors LLC 12,000$40,0000.01%
MARCO INVESTMENT MANAGEMENT LLC 12,000$40,0000.01%
Virtu Financial LLC 30,269$101,0000.01%
Lee Financial Co 5,500$18,0000.00%
LADENBURG THALMANN FINANCIAL SERVICES INC. 89,800$299,0000.00%
View complete list of PERMIANVILLE RTY TR shareholders