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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
14,070
shares
|
$153,222
0.01% of portfolio
|
Q4 2024
Reduced 20.36%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,009
shares
|
$152,558
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Price Jennifer C.
New York, NY |
Nov 13, 2024 Q3 2024 |
13,841
shares
|
$150,728
0.38% of portfolio
|
Q2 2022
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
12,666
shares
|
$137,932
0.0% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
12,300
shares
|
$133,947
0.03% of portfolio
|
Q4 2024
Reduced 33.51%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
12,000
shares
|
$130,680
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
11,465
shares
|
$124,853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
10,936
shares
|
$119,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
10,816
shares
|
$117,786
0.01% of portfolio
|
Q1 2023
Added 3.86%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
10,342
shares
|
$112,624
0.06% of portfolio
|
Q4 2022
Reduced 5.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
10,065
shares
|
$109,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
9,666
shares
|
$105,262
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
9,453
shares
|
$102,943
0.0% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
9,425
shares
|
$102,638
0.0% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
8,164
shares
|
$88,905
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,006
shares
|
$76,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
6,558
shares
|
$71,416
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
5,912
shares
|
$64,381
0.0% of portfolio
|
Q2 2023
Added 3.5%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,586
shares
|
$60,831
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,237
shares
|
$35,250
0.0% of portfolio
|
Q3 2024
Reduced 48.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,532
shares
|
$27,573
0.0% of portfolio
|
Q3 2024
Added 33.26%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,446
shares
|
$26,636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
1,850
shares
|
$20,146
0.03% of portfolio
|
Q2 2024
Added 50.04%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
1,800
shares
|
$19,602
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,696
shares
|
$18,469
0.0% of portfolio
|
Q3 2024
Added 1.07%
|