Purchases and Sales Made in Q1 2022 in Permian Basin Royalty Trust (PBT)
This table provides information about the institutional ownership of Permian Basin Royalty Trust (PBT) during Q1 2022. The information is specifically focused on institutions that hold shares of PERMIAN BASIN ROYALTY TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Soft Vest Advisors, LLC
Abilene, TX |
BUY
|
- |
1.08M+ 39.07% |
$11.1M - $15.5M
|
3.85M
$45M
|
|
|
May 13, 2022
Q1 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
720K+ 189.06% |
$7.39M - $10.3M
|
1.1M
$12.9M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
211KNew |
$2.16M - $3.02M
|
211K
$2.46M
|
|
|
Apr 28, 2022
Q1 2022
|
Mad River Investors
|
BUY
|
- |
183KNew |
$1.87M - $2.62M
|
183K
$2.13M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
155KNew |
$1.59M - $2.22M
|
155K
$1.81M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
136K+ 28.69% |
$1.4M - $1.95M
|
610K
$7.13M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
70.7K+ 66.04% |
$726K - $1.01M
|
178K
$2.08M
|
|
|
May 12, 2022
Q1 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
52.2K+ 11.91% |
$536K - $748K
|
491K
$5.73M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.8K+ 776.18% |
$377K - $527K
|
41.5K
$485K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.3K+ 108.42% |
$280K - $392K
|
52.5K
$614K
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
20KNew |
$205K - $286K
|
20K
$233K
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
15.2KNew |
$156K - $218K
|
15.2K
$178K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13KNew |
$133K - $187K
|
13K
$152K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12K+ 388.13% |
$123K - $172K
|
15.1K
$176K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$122K - $171K
|
11.9K
$139K
|
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
11.5KNew |
$118K - $164K
|
11.5K
$134K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 15.8% |
$109K - $153K
|
78K
$911K
|
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10.5KNew |
$108K - $151K
|
10.5K
$123K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.5KNew |
$25.7K - $35.9K
|
2.5K
$29.2K
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
1.2KNew |
$12.3K - $17.2K
|
1.2K
$14K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.08K+ 956.64% |
$11.1K - $15.5K
|
1.19K
$13.9K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
832+ 4.71% |
$8.54K - $11.9K
|
18.5K
$216K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
562New |
$5.77K - $8.06K
|
562
$6.56K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
531New |
$5.45K - $7.61K
|
531
$6.2K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
191+ 1.06% |
$1.96K - $2.74K
|
18.3K
$214K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-100Closed |
$1.03K - $1.43K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-226- 27.7% |
$2.32K - $3.24K
|
590
$6.89K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-300- 0.19% |
$3.08K - $4.3K
|
156K
$1.83M
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-488Closed |
$5.01K - $7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-671- 49.63% |
$6.88K - $9.62K
|
681
$7.95K
|
|
|
Apr 27, 2022
Q1 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-889- 11.87% |
$9.12K - $12.7K
|
6.6K
$77.1K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.1KClosed |
$11.3K - $15.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.15K- 34.07% |
$11.8K - $16.5K
|
2.23K
$26K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2K- 26.4% |
$20.5K - $28.7K
|
5.58K
$65.1K
|
|
|
Apr 12, 2022
Q1 2022
|
Foundation Resource Management Inc
|
SELL
|
- |
-3.09K- 0.43% |
$31.7K - $44.2K
|
714K
$8.34M
|
|
|
May 12, 2022
Q1 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.1KClosed |
$113K - $159K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-16.7K- 5.54% |
$172K - $240K
|
286K
$3.34M
|
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-17.1KClosed |
$176K - $246K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.4K- 10.29% |
$209K - $293K
|
178K
$2.08M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-25.8KClosed |
$264K - $369K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-33.2K- 33.93% |
$340K - $475K
|
64.6K
$754K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-34.7K- 67.33% |
$356K - $497K
|
16.8K
$196K
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-76.6K- 86.59% |
$786K - $1.1M
|
11.9K
$139K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-77.4K- 47.42% |
$794K - $1.11M
|
85.8K
$1M
|
|
|
May 10, 2022
Q1 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-82.6K- 40.56% |
$847K - $1.18M
|
121K
$1.41M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-192K- 69.53% |
$1.97M - $2.76M
|
84.3K
$985K
|
|
|
Apr 20, 2022
Q1 2022
|
Belvedere Trading LLC
|
SELL
|
- |
-266K- 92.72% |
$2.73M - $3.81M
|
20.9K
$244K
|