Latest Institutional Transactions on Permian Basin Royalty Trust (PBT)
This table provides information on the latest institutional transactions involving Permian Basin Royalty Trust (PBT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.68K+ 28.34% |
$28.1K - $37.1K
|
12.1K
$131K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.18K+ 22.51% |
$96.3K - $127K
|
49.9K
$537K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
158K+ 210.95% |
$1.66M - $2.2M
|
233K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22.6KNew |
$238K - $314K
|
22.6K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.25K+ 88.86% |
$23.6K - $31.2K
|
4.78K
$51.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
22.6KNew |
$237K - $313K
|
22.6K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-34- 0.52% |
$357 - $471
|
6.52K
$70.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
21.9KNew |
$229K - $303K
|
21.9K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 7.55% |
$215K - $284K
|
292K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
90KNew |
$944K - $1.25M
|
90K
$969K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
103K+ 86.95% |
$1.08M - $1.42M
|
221K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.18% |
$10.5 - $13.9
|
86
$925
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
262K+ 7.11% |
$2.75M - $3.63M
|
3.95M
$42.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
59.1K+ 11.04% |
$620K - $819K
|
594K
$6.39M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-121- 0.41% |
$1.27K - $1.68K
|
29.2K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.01K- 31.2% |
$10.6K - $14K
|
2.23K
$24K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.18K+ 45.24% |
$96.3K - $127K
|
29.5K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1KNew |
$10.5K - $13.9K
|
1K
$10.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
56.2KNew |
$589K - $779K
|
56.2K
$604K
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-6.68K- 16.13% |
$70K - $92.5K
|
34.7K
$373K
|
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
BUY
|
- |
67.9K+ 28.31% |
$712K - $941K
|
308K
$3.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
12New |
$126 - $166
|
12
$129
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.75K- 21.44% |
$18.4K - $24.3K
|
6.41K
$69K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
13KNew |
$136K - $180K
|
13K
$140K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$120K - $159K
|
11.5K
$123K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.0% |
$10.5 - $13.9
|
60.9K
$656K
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-15.5K- 1.11% |
$163K - $215K
|
1.39M
$14.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.54K+ 4.0% |
$26.7K - $35.2K
|
66.1K
$711K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
480New |
$5.04K - $6.65K
|
480
$5.16K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
244+ 1.61% |
$2.56K - $3.38K
|
15.4K
$166K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.45KNew |
$25.7K - $33.9K
|
2.45K
$26.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.9KNew |
$115K - $152K
|
10.9K
$118K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.6K- 20.36% |
$37.7K - $49.8K
|
14.1K
$151K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-17.1K- 32.99% |
$180K - $237K
|
34.8K
$374K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
240New |
$2.52K - $3.33K
|
240
$2.58K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
672+ 0.65% |
$7.05K - $9.31K
|
104K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.69% |
$31.5 - $41.6
|
437
$4.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.8KNew |
$18.9K - $24.9K
|
1.8K
$19.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Mad River Investors
|
SELL
|
- |
-30.1K- 10.89% |
$316K - $417K
|
246K
$2.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-6.2K- 33.51% |
$65K - $85.9K
|
12.3K
$132K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
909New |
$9.54K - $12.6K
|
909
$9.78K
|
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-6.79K- 1.01% |
$71.3K - $94.2K
|
663K
$7.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 7.05% |
$15.7K - $20.8K
|
19.8K
$213K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
510+ 48.48% |
$5.35K - $7.07K
|
1.56K
$16.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
9.5K+ 100.0% |
$99.7K - $132K
|
19K
$204K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
84+ 65.63% |
$882 - $1.01K
|
212
$2.28K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.76K+ 9.43% |
$18.4K - $21.1K
|
20.4K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
8.21K+ 77.63% |
$86.2K - $98.6K
|
18.8K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$106K - $121K
|
10.1K
$108K
|
|