LL&E Royalty Trust: Ownership
| Ownership Information |
| Shares Outstanding |
19.00 Mil | | Institutional Ownership (%) | 10.08 | | Top 10 Institutions (%) | 9.80 | | Mutual Fund Ownership (%) | .00 | | 5%/Insider Ownership (%) | 1.01 | | Float (%) | 98.99 |
| Ownership Activity |
| Description | # of Holders | Shares |
| Total Positions |
20 | 1,914,740 | | New Positions | 3 | 0 | | Soldout Positions | 8 | 0 | | Net Position Change | -7 | -458,304 | | Buyers | 6 | 181,770 | | Sellers | 13 | -640,074 |
| advertisement |
|
|
|---|
| Institution Name |
Shs Held |
Shs Chg |
%Chg |
$Chg* |
%Out |
%Port |
Rpt Date |
| Robotti & Company Advisors, LLC |
1,802,219 |
149,846 |
9.1 |
478,904 |
9.5 |
0.7 |
09-30-09 |
| Kleinheinz Capital Partners, Inc. |
1,243,895 |
0 |
0.0 |
273,657 |
6.6 |
0.1 |
09-30-09 |
| SC Fundamental, L.L.C. |
392,137 |
127,989 |
48.5 |
93,268 |
2.1 |
1.3 |
09-30-08 |
| Oppenheimer Asset Management Inc. |
46,000 |
-54,792 |
-54.4 |
-20,016 |
0.2 |
0.0 |
09-30-09 |
| Gerald L. Ray & Associates, Ltd. |
23,000 |
0 |
0.0 |
5,060 |
0.1 |
0.0 |
09-30-09 |
| FAF Advisors, Inc. |
18,200 |
0 |
0.0 |
4,004 |
0.1 |
0.0 |
09-30-09 |
| Newcastle Capital Group, L.L.C. |
12,385 |
0 |
0.0 |
2,724 |
0.1 |
0.0 |
09-30-09 |
| Credit Suisse Securities (USA) LLC |
11,500 |
0 |
0.0 |
2,530 |
0.1 |
0.0 |
09-30-09 |
| Garland Investment Management, Inc. |
11,000 |
0 |
0.0 |
2,420 |
0.1 |
0.0 |
09-30-09 |
| Veritable, L.P. |
10,000 |
0 |
0.0 |
2,200 |
0.1 |
0.0 |
09-30-09 |
| Harris Investment Management, Inc. |
10,000 |
0 |
0.0 |
2,200 |
0.1 |
0.0 |
09-30-09 |
| Beck, Mack & Oliver LLC |
10,000 |
0 |
0.0 |
2,200 |
0.1 |
0.0 |
09-30-09 |
| Wells Fargo Securities, LLC |
6,057 |
0 |
0.0 |
1,333 |
0.0 |
0.0 |
09-30-09 |
| Wells Fargo Bank, N.A. |
5,000 |
0 |
0.0 |
1,100 |
0.0 |
0.0 |
09-30-09 |
| UBS Securities LLC |
4,244 |
1,244 |
41.5 |
1,618 |
0.0 |
0.0 |
09-30-09 |
- *Category Headings:
- Shs Held - shares held at report date
- Shs Chg - position change within reporting period
- %Chg - % change
- $Chg - market value of the position change
- %Out - % of shares outstanding
- %Port - % Portfolio
- Rpt Date - report date
Page generated 11/25/2009 8:28 AM Eastern Time