Latest Institutional Sells of Permian Basin Royalty Trust (PBT)
This list provides information on the latest institutional transactions involving Permian Basin Royalty Trust (PBT) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-165K- 64.14% |
$1.73M - $1.98M
|
92.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75K- 72.35% |
$788K - $901K
|
28.7K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-54.5K- 50.09% |
$572K - $655K
|
54.3K
$609K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.9K- 13.09% |
$429K - $491K
|
272K
$3.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-11K- 1.62% |
$116K - $132K
|
669K
$7.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-7K- 12.68% |
$73.5K - $84.1K
|
48.2K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.7K- 28.52% |
$70.4K - $80.5K
|
16.8K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.89K- 12.63% |
$61.9K - $70.8K
|
40.8K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.56K- 6.7% |
$58.4K - $66.8K
|
77.4K
$869K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3K- 5.46% |
$31.5K - $36K
|
51.9K
$583K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3K- 48.08% |
$31.5K - $36K
|
3.24K
$36.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.69K- 3.45% |
$28.2K - $32.3K
|
75.1K
$843K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.72K- 94.51% |
$18.1K - $20.7K
|
100
$1.12K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.64K- 2.62% |
$17.2K - $19.7K
|
60.9K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.01K- 9.71% |
$10.6K - $12.2K
|
9.43K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1K- 7.33% |
$10.5K - $12K
|
12.7K
$142K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1K- 5.36% |
$10.5K - $12K
|
17.7K
$198K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-760- 2.44% |
$7.98K - $9.13K
|
30.4K
$341K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-704- 3.21% |
$7.39K - $8.46K
|
21.3K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-562- 47.79% |
$5.9K - $6.75K
|
614
$6.89K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-525- 1.76% |
$5.51K - $6.31K
|
29.3K
$329K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-500- 2.28% |
$5.25K - $6.01K
|
21.4K
$240K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-28K- 58.33% |
$301K - $377K
|
20K
$224K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-8.16K- 61.64% |
$87.7K - $110K
|
5.08K
$57K
|
|
|
Aug 14, 2024
Q2 2024
|
Lagoda Investment Management, L.P.
New York, NY |
SELL
|
- |
-4.75K- 15.66% |
$51.1K - $63.9K
|
25.6K
$287K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-300- 0.9% |
$3.23K - $4.04K
|
33.2K
$373K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5.38K- 20.98% |
$60.1K - $84.2K
|
20.3K
$227K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 94.52% |
$16.7K - $23.5K
|
87
$976
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-535- 2.55% |
$5.97K - $8.37K
|
20.5K
$230K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-433- 50.58% |
$4.83K - $6.78K
|
423
$4.75K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-200- 50.0% |
$2.23K - $3.13K
|
200
$2.24K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.19K- 21.2% |
$58.5K - $89.1K
|
15.6K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.8K- 20.08% |
$39.1K - $59.5K
|
11.1K
$125K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.34K- 65.84% |
$66K - $84.4K
|
1.73K
$19.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.1K- 7.48% |
$21.7K - $27.7K
|
13.6K
$152K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-714- 7.01% |
$14.1K - $18.1K
|
9.48K
$106K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-117- 3.34% |
$2.31K - $2.96K
|
3.39K
$38K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-79- 0.82% |
$1.56K - $2K
|
9.56K
$107K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.95K- 13.75% |
$44.1K - $53.2K
|
12.3K
$137K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-110- 39.29% |
$2.48K - $3K
|
170
$1.91K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-51- 0.05% |
$1.15K - $1.39K
|
110K
$1.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-20- 66.67% |
$452 - $545
|
10
$112
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-4.98K- 75.33% |
$101K - $127K
|
1.63K
$18.3K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
PUT |
-400- 12.9% |
$8.08K - $10.2K
|
2.7K
$30.3K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-629- 5.73% |
$10.9K - $15.9K
|
10.3K
$116K
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-521- 40.45% |
$9.03K - $13.1K
|
767
$8.61K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Belvedere Trading LLC
|
SELL
|
- |
-57K- 77.81% |
$828K - $1.16M
|
16.2K
$182K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-6.25K- 49.95% |
$90.8K - $127K
|
6.26K
$70.3K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-64.6KClosed |
$743K - $1.4M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-20KClosed |
$230K - $433K
|
0
$0
|
|