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 112 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $410 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
71,093
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 75.38%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
68,418
shares
|
$1.4 Million
0.72% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
62,936
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
59,174
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
54,383
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.67%
|
|
|
Mor Wealth Management, LLC
Philadelphia, PA |
Jan 14, 2026 Q4 2025 |
52,534
shares
|
$1.07 Million
0.41% of portfolio
|
Q4 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
48,218
shares
|
$985,575
0.2% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
46,273
shares
|
$945,820
0.26% of portfolio
|
Q1 2025
Added 105.08%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
45,919
shares
|
$938,584
0.0% of portfolio
|
Q3 2025
Added 342.21%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
45,123
shares
|
$922,314
0.01% of portfolio
|
Q3 2025
Reduced 67.44%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
37,159
shares
|
$759,529
0.01% of portfolio
|
Q3 2025
Reduced 17.38%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
33,700
shares
|
$688,828
0.09% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
32,874
shares
|
$671,944
0.07% of portfolio
|
Q3 2025
Added 16.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
32,217
shares
|
$658,515
0.0% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
31,917
shares
|
$652,383
0.04% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
30,863
shares
|
$630,839
0.0% of portfolio
|
Q3 2025
Added 136.73%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Nov 03, 2025 Q3 2025 |
30,677
shares
|
$627,037
0.1% of portfolio
|
Q3 2025
Added 160.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,403
shares
|
$621,437
0.0% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
29,682
shares
|
$606,700
0.0% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
25,400
shares
|
$519,176
0.13% of portfolio
|
Q2 2021
Added 6.28%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
25,000
shares
|
$511,000
0.1% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
20,420
shares
|
$417,384
0.0% of portfolio
|
Q4 2025
Reduced 2.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
20,278
shares
|
$414,482
0.0% of portfolio
|
Q3 2025
Added 18.0%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
20,268
shares
|
$414,277
0.01% of portfolio
|
Q1 2024
Reduced 20.98%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
20,000
shares
|
$408,800
0.19% of portfolio
|
Q2 2024
Reduced 58.33%
|
|