Latest Institutional Purchases of Permian Basin Royalty Trust (PBT)
This list provides information on the latest institutional transactions involving Permian Basin Royalty Trust (PBT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
124KNew |
$1.33M - $1.67M
|
124K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
12KNew |
$129K - $162K
|
12K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3KNew |
$110K - $138K
|
10.3K
$210K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2KNew |
$21.5K - $26.9K
|
2K
$40.9K
|
|
|
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 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 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
28New |
$301 - $377
|
28
$572
|
|
| Q1 2024 | |||||||
|
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
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
416New |
$4.64K - $6.51K
|
416
$8.5K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7New |
$78.1 - $110
|
7
$143
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
11.7KNew |
$163K - $248K
|
11.7K
$239K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
10.7K+ 92.2% |
$150K - $228K
|
22.4K
$457K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1KNew |
$14K - $21.3K
|
1K
$20.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
950+ 11.26% |
$13.3K - $20.2K
|
9.39K
$192K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
463New |
$6.46K - $9.84K
|
463
$9.46K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
400New |
$5.58K - $8.5K
|
400
$8.18K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
240New |
$3.35K - $5.1K
|
240
$4.91K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
50KNew |
$989K - $1.26M
|
50K
$1.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.1K+ 45.54% |
$101K - $129K
|
16.3K
$333K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
501New |
$9.91K - $12.7K
|
501
$10.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
100New |
$1.98K - $2.53K
|
100
$2.04K
|
|
|
Oct 10, 2023
Q3 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
97+ 0.08% |
$1.92K - $2.45K
|
123K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36+ 0.35% |
$712 - $910
|
10.4K
$213K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.67KNew |
$218K - $263K
|
9.67K
$198K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.3K+ 9.56% |
$29.4K - $35.5K
|
14.9K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
800+ 8.42% |
$18.1K - $21.8K
|
10.3K
$211K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
750New |
$16.9K - $20.4K
|
750
$15.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
355New |
$8.02K - $9.68K
|
355
$7.26K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 3.5% |
$4.52K - $5.45K
|
5.91K
$121K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
170New |
$3.84K - $4.63K
|
170
$3.47K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
105+ 0.79% |
$2.37K - $2.86K
|
13.5K
$275K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$208K - $264K
|
10.3K
$211K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
10KNew |
$202K - $256K
|
10K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.72KNew |
$176K - $223K
|
8.72K
$178K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.59KNew |
$113K - $143K
|
5.59K
$114K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
500New |
$10.1K - $12.8K
|
500
$10.2K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
31.8KNew |
$551K - $801K
|
31.8K
$650K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
22.5KNew |
$390K - $567K
|
22.5K
$460K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.7KNew |
$272K - $395K
|
15.7K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
6KNew |
$104K - $151K
|
6K
$123K
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.84K+ 38.78% |
$101K - $147K
|
20.9K
$427K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
500New |
$8.67K - $12.6K
|
500
$10.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
379New |
$6.57K - $9.55K
|
379
$7.75K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
200New |
$3.47K - $5.04K
|
200
$4.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75New |
$1.3K - $1.89K
|
75
$1.53K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Santa Monica Partners LP
Larchmont, NY |
BUY
|
- |
86.5KNew |
$1.26M - $1.76M
|
86.5K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
29.7KNew |
$431K - $604K
|
29.7K
$607K
|
|