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 101 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 $153 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
41,375
shares
|
$450,573
0.09% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
40,771
shares
|
$443,996
0.02% of portfolio
|
Q3 2024
Reduced 12.63%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
34,800
shares
|
$378,972
0.03% of portfolio
|
Q4 2024
Reduced 32.99%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
33,217
shares
|
$361,733
0.03% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,403
shares
|
$331,088
0.0% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,286
shares
|
$318,924
0.0% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
28,682
shares
|
$312,346
0.0% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
28,673
shares
|
$312,248
0.0% of portfolio
|
Q3 2024
Reduced 72.35%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,803
shares
|
$280,994
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
25,400
shares
|
$276,606
0.08% of portfolio
|
Q2 2021
Added 6.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
21,418
shares
|
$233,242
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
20,420
shares
|
$222,373
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
20,374
shares
|
$221,872
0.0% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
20,288
shares
|
$220,936
0.0% of portfolio
|
Q3 2024
Added 32.53%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
20,268
shares
|
$220,718
0.01% of portfolio
|
Q1 2024
Reduced 20.98%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$217,800
0.14% of portfolio
|
Q2 2024
Reduced 58.33%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
20,000
shares
|
$217,800
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
19,982
shares
|
$217,603
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
19,758
shares
|
$215,164
0.0% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
19,000
shares
|
$206,910
0.14% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
18,793
shares
|
$204,655
0.03% of portfolio
|
Q3 2024
Added 77.63%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
16,794
shares
|
$182,886
0.0% of portfolio
|
Q3 2024
Reduced 28.52%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
16,102
shares
|
$175,350
0.0% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
15,389
shares
|
$167,586
0.0% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
14,348
shares
|
$156,249
0.0% of portfolio
|
Q3 2024
Added 3.27%
|