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 |
|---|---|---|---|---|---|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
4,000
shares
|
$81,760
0.02% of portfolio
|
Q3 2025
Reduced 22.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
3,763
shares
|
$76,915
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,533
shares
|
$51,774
0.0% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,446
shares
|
$49,996
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
2,193
shares
|
$44,824
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
1,850
shares
|
$37,814
0.02% of portfolio
|
Q2 2024
Added 50.04%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
1,800
shares
|
$36,792
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,789
shares
|
$36,567
0.0% of portfolio
|
Q3 2025
Added 2881.67%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,562
shares
|
$31,927
0.0% of portfolio
|
Q4 2024
Added 48.48%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,500
shares
|
$30,660
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,333
shares
|
$27,246
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$20,440
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
890
shares
|
$18,191
0.0% of portfolio
|
Q3 2025
Added 18.67%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
371
shares
|
$7,583
0.0% of portfolio
|
Q3 2025
Added 130.43%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
333
shares
|
$6,806
0.0% of portfolio
|
Q3 2025
Reduced 24.66%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
300
shares
|
$6,132
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
282
shares
|
$5,764
0.0% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
200
shares
|
$4,088
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
200
shares
|
$4,088
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
200
shares
|
$4,088
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
200
shares
|
$4,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
142
shares
|
$2,902
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
129
shares
|
$2,636
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
87
shares
|
$1,778
0.0% of portfolio
|
Q1 2024
Reduced 94.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
86
shares
|
$1,757
0.0% of portfolio
|
Q3 2025
Added 1.18%
|
|