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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-433- 50.58% |
$4.83K - $6.78K
|
423
$4.67K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
25.3KNew |
$282K - $396K
|
25.3K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500New |
$5.58K - $7.83K
|
500
$5.52K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.2KNew |
$13.4K - $18.8K
|
1.2K
$13.2K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
11.8KNew |
$132K - $185K
|
11.8K
$131K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5.38K- 20.98% |
$60.1K - $84.2K
|
20.3K
$224K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7New |
$78.1 - $110
|
7
$77.2
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-535- 2.55% |
$5.97K - $8.37K
|
20.5K
$226K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 94.52% |
$16.7K - $23.5K
|
87
$960
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-200- 50.0% |
$2.23K - $3.13K
|
200
$2.21K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
416New |
$4.64K - $6.51K
|
416
$4.59K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
400New |
$5.58K - $8.5K
|
400
$4.41K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
950+ 11.26% |
$13.3K - $20.2K
|
9.39K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.8K- 20.08% |
$39.1K - $59.5K
|
11.1K
$123K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
11.7KNew |
$163K - $248K
|
11.7K
$129K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$14K - $21.3K
|
1K
$11K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.8K+ 90.21% |
$192K - $292K
|
29K
$320K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
10.7K+ 92.2% |
$150K - $228K
|
22.4K
$247K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
240New |
$3.35K - $5.1K
|
240
$2.65K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.19K- 21.2% |
$58.5K - $89.1K
|
15.6K
$172K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1KNew |
$14K - $21.3K
|
1K
$11K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
463New |
$6.46K - $9.84K
|
463
$5.11K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
501New |
$9.91K - $12.7K
|
501
$5.53K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.1K+ 45.54% |
$101K - $129K
|
16.3K
$180K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-79- 0.82% |
$1.56K - $2K
|
9.56K
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
50KNew |
$989K - $1.26M
|
50K
$552K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36+ 0.35% |
$712 - $910
|
10.4K
$115K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.34K- 65.84% |
$66K - $84.4K
|
1.73K
$19.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-117- 3.34% |
$2.31K - $2.96K
|
3.39K
$37.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.1K- 7.48% |
$21.7K - $27.7K
|
13.6K
$150K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
100New |
$1.98K - $2.53K
|
100
$1.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
97+ 0.08% |
$1.92K - $2.45K
|
123K
$1.35M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-51- 0.05% |
$1.15K - $1.39K
|
110K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
800+ 8.42% |
$18.1K - $21.8K
|
10.3K
$114K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.67KNew |
$218K - $263K
|
9.67K
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
105+ 0.79% |
$2.37K - $2.86K
|
13.5K
$149K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.95K- 13.75% |
$44.1K - $53.2K
|
12.3K
$135K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 3.5% |
$4.52K - $5.45K
|
5.91K
$65.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
170New |
$3.84K - $4.63K
|
170
$1.88K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
750New |
$16.9K - $20.4K
|
750
$8.27K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
355New |
$8.02K - $9.68K
|
355
$3.92K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-20- 66.67% |
$452 - $545
|
10
$110
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.3K+ 9.56% |
$29.4K - $35.5K
|
14.9K
$164K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$208K - $264K
|
10.3K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.72KNew |
$176K - $223K
|
8.72K
$96.2K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
500New |
$10.1K - $12.8K
|
500
$5.52K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.59KNew |
$113K - $143K
|
5.59K
$61.6K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
PUT |
-400- 12.9% |
$8.08K - $10.2K
|
2.7K
$29.8K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-4.98K- 75.33% |
$101K - $127K
|
1.63K
$18K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
174New |
$3.52K - $4.45K
|
174
$1.92K
|
|