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BP Prudhoe Bay Royalty Trust (BPT) Institutional Ownership

BP Prudhoe Bay Royalty Trust logo

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)
3
Total
Institutional Inflows
(last 12 months)
$264.68K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$10.51K
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BPT Institutional Buying and Selling by Quarter

BP Prudhoe Bay Royalty Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2025XTX Topco Ltd57,960$32K0.0%+116.1%0.271%
2/17/2025Two Sigma Investments LP100,999$55K0.0%-16.1%0.472%
2/7/2025Ashton Thomas Private Wealth LLC429,752$234K0.0%N/A2.008%
10/24/2024Welch Group LLC33,759$35K0.0%+60.3%0.158%
8/8/2024RS Crum Inc.20,001$50K0.0%N/A0.093%
5/7/2024Oppenheimer & Co. Inc.90,620$220K0.0%+129.2%0.423%
5/1/2024StoneX Group Inc.37,782$92K0.0%N/A0.177%
1/25/2024Narwhal Capital Management29,284$72K0.0%+49.8%0.137%
1/23/2024Welch Group LLC21,059$52K0.0%+27.2%0.098%
11/30/2023Fidelity D & D Bancorp Inc.21,000$150K0.2%N/A0.098%
11/9/2023Formidable Asset Management LLC56,343$403K0.1%N/A0.263%
11/8/2023Oppenheimer & Co. Inc.50,785$363K0.0%N/A0.237%
10/30/2023Narwhal Capital Management19,547$139K0.0%+57.6%0.091%
8/10/2023Meitav Investment House Ltd.43,700$1.53M0.0%N/A0.204%
8/8/2023Sheaff Brock Investment Advisors LLC16,963$77K0.0%N/A0.079%
8/3/2023Narwhal Capital Management12,406$56K0.0%-31.4%0.058%
7/24/2023Meitav Investment House Ltd.43,700$1.53M0.0%N/A0.204%
5/9/2023Formidable Asset Management LLC26,200$236K0.0%+8.3%0.122%
5/2/2023Narwhal 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%
4/13/2023Welch Group LLC15,579$118K0.0%+42.9%0.073%
2/13/2023GSA Capital Partners LLP24,815$290K0.0%N/A0.116%
2/10/2023StoneX Group Inc.32,710$382K0.3%-6.9%0.153%
2/8/2023Birinyi Associates Inc.12,450$145K0.1%-39.9%0.058%
2/8/2023Cambridge 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%
1/31/2023Narwhal 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%
11/8/2022StoneX Group Inc.35,130$419K0.2%+52.4%0.164%
11/8/2022Birinyi Associates Inc.20,700$247K0.1%N/A0.097%
11/7/2022Virtu Financial LLC11,428$136K0.0%N/A0.053%
11/7/2022Quantbot Technologies LP23,011$274K0.0%+2,448.3%0.108%
11/3/2022Creative Planning270,718$3.22M0.0%+0.8%1.265%
11/1/2022Narwhal Capital Management12,999$155K0.0%-33.1%0.061%
10/31/2022Savant Capital LLC10,000$119K0.0%N/A0.047%
10/27/2022US Bancorp DE3,400$41K0.0%+41.7%0.016%
10/25/2022Raymond James & Associates14,406$172K0.0%N/A0.067%
10/25/2022AE Wealth Management LLC37,850$452K0.0%+96.2%0.177%
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%
8/9/2022SeaCrest Wealth Management LLC1,800$37K0.0%N/A0.000%
8/3/2022AE Wealth Management LLC19,290$395K0.0%N/A0.000%
8/1/2022Narwhal Capital Management19,435$397K0.1%N/A0.091%
7/27/2022StoneX Group Inc.23,050$472K0.2%N/A0.000%
7/22/2022Geneos 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%
1/26/2022Welch 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%
8/2/2021Advisor Group Holdings Inc.17,208$88K0.0%-35.5%0.080%
(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, 10 institutional investors and hedge funds held shares of BP Prudhoe Bay Royalty Trust. The most heavily invested institutionals were Formidable Asset Management LLC ($403K), Ashton Thomas Private Wealth LLC ($234K), Oppenheimer & Co. Inc. ($220K), Fidelity D & D Bancorp Inc. ($150K), StoneX Group Inc. ($92K), Narwhal Capital Management ($72K), and Two Sigma Investments LP ($55K).Learn more on BP Prudhoe Bay Royalty Trust's institutional investors.

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

5.66% of BP Prudhoe Bay Royalty Trust's 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's stock?

Of the 9 institutional investors that purchased BP Prudhoe Bay Royalty Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ashton Thomas Private Wealth LLC ($429.75K), Oppenheimer & Co. Inc. ($101.87K), Formidable Asset Management LLC ($56.34K), StoneX Group Inc. ($37.78K), XTX Topco Ltd ($31.14K), Fidelity D & D Bancorp Inc. ($21K), and RS Crum Inc. ($20.00K).

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

Institutional investors have bought a total of 473,591 shares in the last 24 months. This purchase volume represents approximately $264.68K in transactions.

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

The following institutional investors have sold BP Prudhoe Bay Royalty Trust stock in the last 24 months: Two Sigma Investments LP ($19.32K).

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

Institutional investors have sold a total of 19,317 shares in the last 24 months. This volume of shares sold represents approximately $10.51K in transactions.



This page (NYSE:BPT) was last updated on 9/14/2025 by MarketBeat.com Staff
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