Purchases and Sales Made in Q2 2024 in Permian Basin Royalty Trust (PBT)
This table provides information about the institutional ownership of Permian Basin Royalty Trust (PBT) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.13K- 4.77% |
$33.7K - $42.2K
|
62.6K
$731K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.81K- 10.88% |
$40.9K - $51.2K
|
31.2K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Lagoda Investment Management, L.P.
New York, NY |
SELL
|
- |
-4.75K- 15.66% |
$51.1K - $63.9K
|
25.6K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.91K- 20.1% |
$63.6K - $79.6K
|
23.5K
$274K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-8.16K- 61.64% |
$87.7K - $110K
|
5.08K
$59.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-15.2K- 62.37% |
$163K - $204K
|
9.15K
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-20.9K- 25.49% |
$224K - $281K
|
61K
$713K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-28K- 58.33% |
$301K - $377K
|
20K
$234K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.8K- 46.83% |
$513K - $643K
|
54.2K
$633K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-53K- 35.17% |
$570K - $714K
|
97.7K
$1.14M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.8K- 42.54% |
$825K - $1.03M
|
104K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.8K- 42.54% |
$825K - $1.03M
|
104K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-177K- 40.71% |
$1.9M - $2.38M
|
258K
$3.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Hosking Partners LLP
|
SELL
|
- |
-242K- 53.19% |
$2.6M - $3.26M
|
213K
$2.49M
|