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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.45K- 50.0% |
$23.7K - $29.7K
|
2.45K
$50K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
87New |
$841 - $1.06K
|
87
$1.78K
|
|
| Q4 2024 | |||||||
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.33KNew |
$14K - $18.5K
|
1.33K
$27.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.18K+ 22.51% |
$96.3K - $127K
|
49.9K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22.6KNew |
$238K - $314K
|
22.6K
$463K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-34- 0.52% |
$357 - $471
|
6.52K
$133K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.18% |
$10.5 - $13.9
|
86
$1.76K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1KNew |
$10.5K - $13.9K
|
1K
$20.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
12New |
$126 - $166
|
12
$245
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$120K - $159K
|
11.5K
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
480New |
$5.04K - $6.65K
|
480
$9.81K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
672+ 0.65% |
$7.05K - $9.31K
|
104K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
240New |
$2.52K - $3.33K
|
240
$4.91K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.6K- 20.36% |
$37.7K - $49.8K
|
14.1K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-6.2K- 33.51% |
$65K - $85.9K
|
12.3K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.8KNew |
$18.9K - $24.9K
|
1.8K
$36.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
909New |
$9.54K - $12.6K
|
909
$18.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
510+ 48.48% |
$5.35K - $7.07K
|
1.56K
$31.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1K- 7.33% |
$10.5K - $12K
|
12.7K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
462New |
$4.85K - $5.55K
|
462
$9.44K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14KNew |
$147K - $168K
|
14K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
40.8KNew |
$428K - $490K
|
40.8K
$834K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.01KNew |
$73.6K - $84.1K
|
7.01K
$143K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
70.4KNew |
$739K - $846K
|
70.4K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-7K- 12.68% |
$73.5K - $84.1K
|
48.2K
$986K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.27KNew |
$97.3K - $111K
|
9.27K
$189K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
300New |
$3.15K - $3.6K
|
300
$6.13K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
26New |
$273 - $312
|
26
$531
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.62K+ 1089.0% |
$80K - $91.6K
|
8.32K
$170K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-760- 2.44% |
$7.98K - $9.13K
|
30.4K
$621K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2KNew |
$21.5K - $26.9K
|
2K
$40.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-28K- 58.33% |
$301K - $377K
|
20K
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
Lagoda Investment Management, L.P.
New York, NY |
SELL
|
- |
-4.75K- 15.66% |
$51.1K - $63.9K
|
25.6K
$523K
|
|
|
Aug 14, 2024
Q2 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
617+ 50.04% |
$6.63K - $8.3K
|
1.85K
$37.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3KNew |
$110K - $138K
|
10.3K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
12KNew |
$129K - $162K
|
12K
$245K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
124New |
$1.33K - $1.67K
|
124
$2.53K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100New |
$1.08K - $1.35K
|
100
$2.04K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
124KNew |
$1.33M - $1.67M
|
124K
$2.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
28New |
$301 - $377
|
28
$572
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-433- 50.58% |
$4.83K - $6.78K
|
423
$8.65K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
25.3KNew |
$282K - $396K
|
25.3K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.2KNew |
$13.4K - $18.8K
|
1.2K
$24.5K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500New |
$5.58K - $7.83K
|
500
$10.2K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5.38K- 20.98% |
$60.1K - $84.2K
|
20.3K
$414K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7New |
$78.1 - $110
|
7
$143
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-535- 2.55% |
$5.97K - $8.37K
|
20.5K
$418K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 94.52% |
$16.7K - $23.5K
|
87
$1.78K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-200- 50.0% |
$2.23K - $3.13K
|
200
$4.09K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
416New |
$4.64K - $6.51K
|
416
$8.5K
|
|