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BP Prudhoe Bay Royalty Trust (BPT) Institutional Ownership

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-0.01 (-0.44%)
(As of 05/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for BP Prudhoe Bay Royalty Trust (NYSE:BPT)

Current
Institutional Ownership
Percentage
5.66%
Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$1.71M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$25.90K
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BPT Institutional Buying and Selling by Quarter

BP Prudhoe Bay Royalty Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024 Oppenheimer & Co. Inc.90,620$220K0.0%+129.2%0.423%
5/1/2024 StoneX Group Inc.37,782$92K0.0%N/A0.177%
1/25/2024 Narwhal Capital Management29,284$72K0.0%+49.8%0.137%
1/23/2024 Welch Group LLC21,059$52K0.0%+27.2%0.098%
11/30/2023 Fidelity D & D Bancorp Inc.21,000$150K0.2%N/A0.098%
11/9/2023Formidable Asset Management LLC56,343$403K0.1%N/A0.263%
11/8/2023 Oppenheimer & Co. Inc.50,785$363K0.0%N/A0.237%
10/30/2023 Narwhal Capital Management19,547$139K0.0%+57.6%0.091%
8/10/2023 Meitav Investment House Ltd.43,700$1.53M0.0%N/A0.204%
8/8/2023Sheaff Brock Investment Advisors LLC16,963$77K0.0%N/A0.079%
8/3/2023 Narwhal Capital Management12,406$56K0.0%-31.4%0.058%
7/24/2023 Meitav Investment House Ltd.43,700$1.53M0.0%N/A0.204%
5/9/2023Formidable Asset Management LLC26,200$236K0.0%+8.3%0.122%
5/2/2023 Narwhal Capital Management18,085$137K0.0%-60.3%0.085%
4/28/2023Ameritas Advisory Services LLC4,300$33K0.0%N/A0.020%
4/25/2023D.A. Davidson & CO.13,600$104K0.0%N/A0.064%
4/13/2023 Welch Group LLC15,579$118K0.0%+42.9%0.073%
2/13/2023 GSA Capital Partners LLP24,815$290K0.0%N/A0.116%
2/10/2023 StoneX Group Inc.32,710$382K0.3%-6.9%0.153%
2/8/2023 Birinyi Associates Inc.12,450$145K0.1%-39.9%0.058%
2/8/2023 Cambridge Investment Research Advisors Inc.11,703$137K0.0%N/A0.055%
2/7/2023Formidable Asset Management LLC24,200$283K0.1%N/A0.113%
2/7/2023IFP Advisors Inc12,818$368K0.0%+25.3%0.060%
1/31/2023AE Wealth Management LLC24,317$284K0.0%-35.8%0.114%
1/31/2023Wedbush Securities Inc.60,908$711K0.0%+3.2%0.285%
1/31/2023 Narwhal Capital Management45,524$529K0.1%+250.2%0.213%
1/11/2023Jenkins Wealth28,274$329K0.1%N/A0.132%
11/15/2022Lido Advisors LLC25,056$299K0.0%+7.4%0.117%
11/14/2022Cubist Systematic Strategies LLC51,454$614K0.0%+121.6%0.240%
11/8/2022IFP Advisors Inc10,228$293K0.0%+4,386.0%0.048%
11/8/2022 StoneX Group Inc.35,130$419K0.2%+52.4%0.164%
11/8/2022 Birinyi Associates Inc.20,700$247K0.1%N/A0.097%
11/7/2022Virtu Financial LLC11,428$136K0.0%N/A0.053%
11/7/2022 Quantbot Technologies LP23,011$274K0.0%+2,448.3%0.108%
11/3/2022Creative Planning270,718$3.22M0.0%+0.8%1.265%
11/1/2022 Narwhal Capital Management12,999$155K0.0%-33.1%0.061%
10/31/2022 Savant Capital LLC10,000$119K0.0%N/A0.047%
10/27/2022US Bancorp DE3,400$41K0.0%+41.7%0.016%
10/25/2022 Raymond James & Associates14,406$172K0.0%N/A0.067%
10/25/2022AE Wealth Management LLC37,850$452K0.0%+96.2%0.177%
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10/18/2022Wedbush Securities Inc.59,037$705K0.0%+6.7%0.276%
8/16/2022Creative Planning268,500$5.48M0.0%+536,900.0%0.000%
8/13/2022NewEdge Advisors LLC55,894$1.14M0.0%+34.5%0.000%
8/9/2022 SeaCrest Wealth Management LLC1,800$37K0.0%N/A0.000%
8/3/2022AE Wealth Management LLC19,290$395K0.0%N/A0.000%
8/1/2022 Narwhal Capital Management19,435$397K0.1%N/A0.091%
7/27/2022 StoneX Group Inc.23,050$472K0.2%N/A0.000%
7/22/2022 Geneos Wealth Management Inc.8,771$185K0.0%-47.6%0.000%
7/21/2022Wedbush Securities Inc.55,352$1.13M0.1%+32.1%0.000%
7/20/2022Dorsey Wright & Associates2,703$55K0.0%N/A0.000%
5/4/2022Advisor Group Holdings Inc.59,000$831K0.0%+270.5%0.000%
5/4/2022Commonwealth Equity Services LLC15,026$224K0.0%N/A0.000%
4/19/2022Wedbush Securities Inc.41,909$627K0.0%N/A0.196%
2/3/2022Advisor Group Holdings Inc.15,924$63K0.0%-8.6%0.074%
1/26/2022 Welch Group LLC10,899$43K0.0%N/A0.051%
1/19/2022Icon Wealth Partners LLC50,000$197K0.0%-28.6%0.234%
11/16/2021Schonfeld Strategic Advisors LLC31,200$128K0.0%-12.1%0.146%
9/17/2021Virtu Financial LLC46,413$237K0.0%N/A0.217%
8/16/2021Occudo Quantitative Strategies LP16,636$85K0.0%-44.2%0.078%
8/12/2021Lido Advisors LLC31,040$158K0.0%-24.4%0.145%
8/11/2021Susquehanna Fundamental Investments LLC17,300$88K0.0%-20.6%0.081%
8/5/2021Texas Yale Capital Corp.25,997$132K0.0%N/A0.121%
8/2/2021Advisor Group Holdings Inc.17,208$88K0.0%-35.5%0.080%
8/1/2021Icon Wealth Partners LLC72,000$367K0.0%N/A0.336%
7/31/2021GWM Advisors LLC12,264$63K0.0%N/A0.057%
5/18/2021Morgan Stanley197,502$739K0.0%+826.6%0.923%
5/14/2021Occudo Quantitative Strategies LP29,831$112K0.0%+150.3%0.139%
5/12/2021UBS Group AG17,703$66K0.0%-44.7%0.083%
5/7/2021Mariner LLC69,235$259K0.0%N/A0.324%
4/28/2021 DAVENPORT & Co LLC13,500$50K0.0%N/A0.063%
2/24/2021Virtu Financial LLC23,857$57K0.0%N/A0.111%
2/12/2021 Raymond James Financial Services Advisors Inc.17,857$42K0.0%N/A0.083%
2/8/2021Lido Advisors LLC41,040$97K0.0%-32.6%0.192%
11/13/2020Morgan Stanley17,555$26K0.0%-83.7%0.082%
8/14/2020Advisor Group Holdings Inc.19,922$66K0.0%-38.8%0.093%
8/12/2020Lido Advisors LLC27,855$93K0.0%+27.5%0.130%
8/12/2020 California Public Employees Retirement System44,000$147K0.0%+21.9%0.206%
8/7/2020Virtu Financial LLC20,474$68K0.0%N/A0.096%
5/18/2020Advisor Group Holdings Inc.32,555$106K0.0%N/A0.152%
5/15/2020Beacon Pointe Advisors LLC16,309$86K0.0%N/A0.076%
5/15/2020Morgan Stanley159,171$841K0.0%-3.7%0.744%
5/15/2020Two Sigma Advisers LP20,665$109K0.0%-76.0%0.097%
5/13/2020 BNP Paribas Arbitrage SA69,800$369K0.0%N/A0.326%
5/13/2020Lido Advisors LLC21,855$115K0.0%+45.3%0.102%
5/12/2020 GSA Capital Partners LLP10,473$55K0.0%N/A0.049%
5/11/2020Commonwealth Equity Services LLC21,462$113K0.0%+16.0%0.100%
5/8/2020 Cambridge Investment Research Advisors Inc.15,659$83K0.0%-42.6%0.073%
5/1/2020UBS Group AG20,054$106K0.0%+16.9%0.094%
(Data available from 1/1/2016 forward)

BPT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BPT shares?

During the previous two years, 29 institutional investors and hedge funds held shares of BP Prudhoe Bay Royalty Trust. The most heavily invested institutionals were Creative Planning ($3.22M), Meitav Investment House Ltd. ($1.53M), NewEdge Advisors LLC ($1.14M), Wedbush Securities Inc. ($711K), Cubist Systematic Strategies LLC ($614K), Formidable Asset Management LLC ($403K), and IFP Advisors Inc ($368K).Learn more on BPT's institutional investors.

What percentage of BP Prudhoe Bay Royalty Trust stock is owned by institutional investors?

5.66% of BP Prudhoe Bay Royalty Trust stock is owned by institutional investors. Learn more on BPT's institutional investor holdings.

Which institutional investors have been buying BP Prudhoe Bay Royalty Trust stock?

Of the 28 institutional investors that purchased BP Prudhoe Bay Royalty Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Creative Planning ($270.67K), Oppenheimer & Co. Inc. ($101.87K), Meitav Investment House Ltd. ($87.40K), Formidable Asset Management LLC ($82.54K), StoneX Group Inc. ($72.91K), Narwhal Capital Management ($68.84K), and AE Wealth Management LLC ($37.85K).

How much institutional buying is happening at BP Prudhoe Bay Royalty Trust?

Institutional investors have bought a total of 1,011,944 shares in the last 24 months. This purchase volume represents approximately $12.64M in transactions.

Which BP Prudhoe Bay Royalty Trust major shareholders have been selling company stock?

The following institutional investors have sold BP Prudhoe Bay Royalty Trust stock in the last 24 months: Narwhal Capital Management ($39.55K), AE Wealth Management LLC ($13.53K), Birinyi Associates Inc. ($8.25K), Geneos Wealth Management Inc. ($7.96K), and StoneX Group Inc. ($2.42K).

How much institutional selling is happening at BP Prudhoe Bay Royalty Trust?

Institutional investors have sold a total of 71,717 shares in the last 24 months. This volume of shares sold represents approximately $758.01K in transactions.


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This page (NYSE:BPT) was last updated on 5/9/2024 by MarketBeat.com Staff

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