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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
19,430
shares
|
$397,149
0.0% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
18,840
shares
|
$385,089
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
18,366
shares
|
$375,401
0.01% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
18,096
shares
|
$369,882
0.0% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
17,798
shares
|
$363,791
0.01% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
17,295
shares
|
$353,509
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,778
shares
|
$342,942
0.0% of portfolio
|
Q3 2025
Added 11.89%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
14,747
shares
|
$301,428
0.04% of portfolio
|
Q3 2025
Added 16.83%
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
14,500
shares
|
$296,380
0.15% of portfolio
|
Q3 2025
Added 93.33%
|
|
|
Price Jennifer C.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,841
shares
|
$282,910
0.43% of portfolio
|
Q2 2022
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13,568
shares
|
$277,329
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
13,198
shares
|
$269,767
0.0% of portfolio
|
Q4 2025
Added 1.4%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
12,666
shares
|
$258,893
0.0% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
12,300
shares
|
$251,412
0.04% of portfolio
|
Q4 2024
Reduced 33.51%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
12,000
shares
|
$245,280
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
10,342
shares
|
$211,390
0.06% of portfolio
|
Q4 2022
Reduced 5.73%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
10,000
shares
|
$204,400
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
9,666
shares
|
$197,573
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
9,597
shares
|
$196,162
0.05% of portfolio
|
Q3 2025
Reduced 33.21%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
9,354
shares
|
$191,195
0.0% of portfolio
|
Q3 2025
Reduced 22.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
9,244
shares
|
$188,947
0.0% of portfolio
|
Q2 2025
Added 19.29%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
7,582
shares
|
$154,976
0.0% of portfolio
|
Q3 2025
Added 16.22%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,006
shares
|
$143,202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,524
shares
|
$133,350
0.0% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,912
shares
|
$120,841
0.0% of portfolio
|
Q2 2023
Added 3.5%
|
|