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 11, 2019
Q1 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-6.5KClosed |
$40.2K - $55.3K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.8K- 7.11% |
$9.97K - $14.6K
|
23.5K
$259K
|
|
|
Feb 08, 2019
Q4 2018
|
M&R Capital Management Inc
|
SELL
|
- |
-200Closed |
$1.11K - $1.62K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-1.08KClosed |
$5.98K - $8.75K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-100- 20.0% |
$796 - $943
|
400
$4.41K
|
|
|
Nov 09, 2018
Q3 2018
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-43Closed |
$342 - $405
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-300Closed |
$2.71K - $3.07K
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.2KClosed |
$110K - $125K
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Destination Wealth Management
|
SELL
|
- |
-228Closed |
$2.06K - $2.33K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-900Closed |
$8.13K - $9.22K
|
0
$0
|
|
|
Jul 19, 2018
Q2 2018
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.1KClosed |
$9.93K - $11.3K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Hancock Whitney Corp
|
SELL
|
- |
-25.1KClosed |
$219K - $243K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.2KClosed |
$10.4K - $11.8K
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 11, 2018
Q4 2017
|
American National Bank
|
SELL
|
- |
-2.9KClosed |
$25.1K - $28.4K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 15, 2017
Q3 2017
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.5KClosed |
$83.4K - $95.5K
|
0
$0
|
|
|
Nov 13, 2017
Q3 2017
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-30.4KClosed |
$241K - $275K
|
0
$0
|
|
|
Nov 02, 2017
Q3 2017
|
Amg National Trust Bank
|
SELL
|
- |
-15.1KClosed |
$120K - $137K
|
0
$0
|
|