| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
| MORGAN STANLEY | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
| WELLS FARGO & COMPANY/MN | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
| UBS Group AG | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
| GOLDMAN SACHS GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
| OSAIC HOLDINGS, INC. | 9 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
| G.F.W. Energy X, L.P. | 11 | 11 | 8.13% | 44.02% | 100.00% | Q2 2018 | Q4 2020 | 11 |
| HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
| Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 10 |
| STIFEL FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
| TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
| CWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| SINECERA CAPITAL, LLC | 8 | 8 | 0.22% | 0.30% | 0.34% | Q4 2021 | Q3 2023 | 8 |
| BlackRock Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
| IFP Advisors, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2023 | 8 |
| Quad-Cities Investment Group, LLC | 7 | 7 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q2 2020 | 7 |
| Jacobi Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
| ROYAL BANK OF CANADA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.05% | 0.13% | Q2 2018 | Q1 2022 | 6 |
| Advisor Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
| Crow Point Partners, LLC | 6 | 6 | 0.02% | 0.08% | 0.15% | Q2 2018 | Q3 2019 | 6 |
| BB&T SECURITIES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 5 |
| Vectors Research Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 5 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 4 |
| AlphaMark Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| CERTUITY, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
| Virtu Financial LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 4 |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
| HITE Hedge Asset Management LLC | 3 | 3 | 0.06% | 0.73% | 1.31% | Q2 2018 | Q4 2018 | 3 |
| Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 3 |
| NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
| 1776 Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
| Laurel Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
| MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
| Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
| Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
| BANK OF AMERICA CORP /DE/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
| SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 2 |
| American Portfolios Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
| TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
| Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
| Monashee Investment Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2018 | Q3 2018 | 1 |
| JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
| JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
| ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
| FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
| DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
| L & S Advisors Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
| DUBUQUE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
| RR Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
| McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
| Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own PERMROCK ROYALTY TRUST or have owned PERMROCK ROYALTY TRUST in the past.