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 Q1 2023. The put-call ratio across all filers is 0.17 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 Q1 2023
NameSharesValueWeighting ↓
SINECERA CAPITAL, LLC 455,789$1,536,0001.81%
GOFF JOHN C 125,186$413,0000.53%
Syntal Capital Partners, LLC 97,882$324,0000.13%
McGowan Group Asset Management, Inc. 143,643$477,0000.08%
OCCUDO QUANTITATIVE STRATEGIES LP 20,652$69,0000.01%
CAPTRUST FINANCIAL ADVISORS 232,817$773,0000.01%
MARCO INVESTMENT MANAGEMENT LLC 12,000$40,0000.01%
Lee Financial Co 5,500$18,0000.00%
Avidian Wealth Solutions, LLC 11,574$38,0000.00%
Cresset Asset Management, LLC 18,817$63,0000.00%
View complete list of PERMIANVILLE RTY TR shareholders