Loring Wolcott & Coolidge Fiduciary Advisors LLP Permian Basin Royalty Trust Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 03, 2023	SELL	$19.78 - $25.29 $21,698 - $27,743	-1,097 Reduced 7.48%	13,571 $288,000
Q2 2023 Aug 01, 2023	BUY	$22.58 - $27.26 $331,203 - $399,849	14,668 New	14,668 $365,000

Others Institutions Holding PBT

# of Institutions

Shares Held

13.9M

Call Options Held

124K

Put Options Held

195K

Soft Vest Advisors, LLC Abilene, TX

4.43M
Shares

$49.7 Million
8.74% of portfolio
Horizon Kinetics Asset Management LLC

3.68M
Shares

$41.3 Million
0.73% of portfolio
Schwartz Investment Counsel Inc Plymouth, MI

1.4M
Shares

$15.7 Million
0.64% of portfolio
Foundation Resource Management Inc

669K
Shares

$7.51 Million
1.23% of portfolio
Moors & Cabot, Inc. Boston, MA

535K
Shares

$6 Million
0.32% of portfolio

View Full List

About PERMIAN BASIN ROYALTY TRUST

Ticker PBT
Exchange NYSE
Sector Energy
Industry Oil & Gas Midstream
Shares Outstandng 46,608,800
Market Cap $523M
Description
Permian Basin Royalty Trust, an express trust, holds overriding royalty interests in various oil and gas properties in the United States. The company owns a 75% net overriding royalty interest in the Waddell Ranch properties comprising Dune, Judkins, McKnight, Tubb, Devonian, and Waddell fields located in Crane County, Texas. As of December 31, ...

More about PBT

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