Institutional Ownership
Permrock Royalty Trust
CUSIP 714254109TR UNITPRTQ1 2026
13D / 13G Filings
11
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
48.3%
Max % of class reported
Institutional Holders
19
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
11 filings · latest Apr 7, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Apr 7, 2025 | Ustx LLC | 13D | 40.2% | — | SEC |
| 2 | Apr 1, 2025 | Boaz Energy II, LLC | 13D/A | 0.1% | — | SEC |
| 3 | Jan 14, 2025 | Boaz Energy II, LLC | 13D/A | 40.2% | — | SEC |
| 4 | Dec 6, 2023 | Boaz Energy II, LLC | 13D/A | 40.4% | 913.8K | SEC |
| 5 | Jul 31, 2023 | Boaz Energy II, LLC | 13D/A | 42.3% | 5.14M | SEC |
| 6 | Feb 22, 2023 | Boaz Energy II, LLC | 13D/A | 43.3% | 5.26M | SEC |
| 7 | Jan 27, 2023 | Boaz Energy II, LLC | 13D/A | 44.3% | 5.39M | SEC |
| 8 | Dec 21, 2022 | Boaz Energy II, LLC | 13D/A | 45.3% | 5.51M | SEC |
| 9 | Nov 16, 2022 | Boaz Energy II, LLC | 13D/A | 46.3% | 5.64M | SEC |
| 10 | Jun 28, 2022 | Boaz Energy II, LLC | 13D/A | 47.3% | 5.76M | SEC |
1 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Permrock Royalty Trust.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 61.7K | $203.7K |
| 2 | Certuity, LLC | 55.0K | $181.5K |
| 3 | Susquehanna International Group, LLP | 31.1K | $102.6K |
| 4 | Howard Financial Services, Ltd. | 28.7K | $95.1K |
| 5 | Cetera Investment Advisers | 15.4K | $50.7K |
| 6 | Cwa Asset Management Group, LLC | 14.7K | $48.5K |
| 7 | Jane Street Group, LLC | 10.2K | $33.7K |
| 8 | Royal Bank Of Canada | 5.0K | $17.0K |
| 9 | Ameriflex Group, Inc. | 5.0K | $16.5K |
| 10 | Hhm Wealth Advisors, LLC | 4.3K | $14.2K |