Institutional Ownership Permian Basin Royalty Trust (PBT)
This table provides information about the institutional ownership of Permian Basin Royalty Trust (PBT). We have compiled data on the 99 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soft Vest Advisors, LLC
Abilene, TX |
Nov 14, 2024 Q3 2024 |
4,429,695
shares
|
$51.8 Million
8.74% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
3,684,264
shares
|
$43.1 Million
0.73% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Oct 23, 2024 Q3 2024 |
1,402,402
shares
|
$16.4 Million
0.64% of portfolio
|
Q3 2024
Added 23.0%
|
|
|
Foundation Resource Management Inc
|
Jan 14, 2025 Q4 2024 |
662,541
shares
|
$7.75 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
535,151
shares
|
$6.26 Million
0.32% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
271,549
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Mad River Investors
|
Jan 16, 2025 Q4 2024 |
246,293
shares
|
$2.88 Million
1.43% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Hosking Partners LLP
|
Nov 13, 2024 Q3 2024 |
239,693
shares
|
$2.8 Million
0.11% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
210,745
shares
|
$2.47 Million
0.55% of portfolio
|
Q1 2022
New holding
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
124,017
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
117,959
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 56.5%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
109,651
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.05%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
104,397
shares
|
$1.22 Million
0.5% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
97,757
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
92,351
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 64.14%
|
|
|
Santa Monica Partners LP
Larchmont, NY |
Nov 14, 2024 Q3 2024 |
86,500
shares
|
$1.01 Million
0.61% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
77,418
shares
|
$905,790
0.04% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
75,090
shares
|
$878,553
0.0% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
70,403
shares
|
$823,715
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 18, 2024 Q3 2024 |
63,556
shares
|
$743,605
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
62,243
shares
|
$728,243
0.0% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
60,925
shares
|
$712,822
0.04% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
59,203
shares
|
$692,675
0.0% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
54,312
shares
|
$635,450
0.0% of portfolio
|
Q3 2024
Reduced 50.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
53,716
shares
|
$628,477
0.0% of portfolio
|
Q3 2024
Added 97.89%
|