Purchases and Sales Made in Q3 2023 in Permian Basin Royalty Trust (PBT)

PBT Quotes by TradingView

This table provides information about the institutional ownership of Permian Basin Royalty Trust (PBT) during Q3 2023. 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
Oct 23, 2023 Q3 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
142K
New
$2.82M - $3.6M
142K $1.57M
Oct 17, 2023 Q3 2023
Schwartz Investment Counsel Inc

Plymouth, MI
BUY
 -
132K
+ 29.97%
$2.61M - $3.34M
572K $6.31M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
68.4K
+ 28.78%
$1.35M - $1.73M
306K $3.37M
Nov 09, 2023 Q3 2023
Group One Trading, L.P.

Chicago, IL
BUY
 -
36.3K
+ 513.82%
$718K - $918K
43.4K $478K
Nov 14, 2023 Q3 2023
Quadrature Capital LTD

London, X0
BUY
 -
31.5K
+ 279.04%
$623K - $797K
42.8K $472K
Nov 08, 2023 Q3 2023
Hosking Partners LLP

BUY
 -
26.8K
+ 6.04%
$531K - $678K
471K $5.19M
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
19.8K
New
$391K - $500K
19.8K $218K
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
19.5K
+ 214.54%
$386K - $493K
28.6K $316K
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
19.3K
+ 9.71%
$381K - $487K
218K $2.4M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
17.6K
New
$348K - $445K
17.6K $194K
Nov 02, 2023 Q3 2023
Ingalls & Snyder LLC

New York, NY
BUY
 -
13.5K
New
$267K - $341K
13.5K $149K
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
11.6K
New
$229K - $292K
11.6K $127K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
9.32K
+ 97.0%
$184K - $236K
18.9K $209K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
7.5K
+ 4.47%
$148K - $190K
175K $1.93M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
7.14K
+ 1.51%
$141K - $181K
479K $5.29M
Nov 14, 2023 Q3 2023
State Of Wyoming

Cheyenne, WY
BUY
 -
5.65K
+ 49.29%
$112K - $143K
17.1K $189K
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
3K
+ 30.42%
$59.4K - $75.9K
12.9K $142K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.95K
+ 2.8%
$58.4K - $74.6K
108K $1.19M
Nov 13, 2023 Q3 2023
Russell Investments Group, Ltd.

BUY
 -
1.98K
+ 8.89%
$39.2K - $50.2K
24.3K $268K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
1.81K
+ 222.02%
$35.7K - $45.6K
2.62K $28.9K
Nov 14, 2023 Q3 2023
Lagoda Investment Management, L.P.

New York, NY
BUY
 -
1.1K
+ 4.21%
$21.8K - $27.8K
27.3K $301K
Oct 18, 2023 Q3 2023
Mad River Investors

BUY
 -
859
+ 0.26%
$17K - $21.7K
336K $3.7M
Nov 14, 2023 Q3 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
827
+ 10.91%
$16.4K - $20.9K
8.4K $92.7K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
680
+ 44.65%
$13.5K - $17.2K
2.2K $24.3K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
501
New
$9.91K - $12.7K
501 $5.53K
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
450
New
$8.9K - $11.4K
450 $4.96K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
252
+ 0.99%
$4.98K - $6.37K
25.8K $285K
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
200
New
$3.96K - $5.06K
200 $2.21K
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
200
New
$3.96K - $5.06K
200 $2.21K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
100
New
$1.98K - $2.53K
100 $1.1K
Oct 10, 2023 Q3 2023
Sinecera Capital, LLC

BUY
 -
97
+ 0.08%
$1.92K - $2.45K
123K $1.35M
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
87
+ 5.8%
$1.72K - $2.2K
1.59K $17.5K
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
51
+ 0.05%
$1.01K - $1.29K
110K $1.21M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
46
+ 0.12%
$910 - $1.16K
37K $409K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
36
+ 0.35%
$712 - $910
10.4K $115K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
9
+ 1.4%
$178 - $228
650 $7.17K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
4
+ 0.48%
$79.1 - $101
845 $9.32K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1
+ 1.25%
$19.8 - $25.3
81 $893
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 14, 2023 Q3 2023
Titleist Asset Management, LLC

San Antonio, TX
SELL
 -
-79
- 0.82%
$1.56K - $2K
9.56K $105K
Nov 07, 2023 Q3 2023
Dorsey Wright & Associates

SELL
 -
-117
- 3.34%
$2.31K - $2.96K
3.39K $37.4K
Nov 09, 2023 Q3 2023
Navellier & Associates Inc

Reno, NV
SELL
 -
-639
- 5.2%
$12.6K - $16.2K
11.6K $128K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-714
- 7.01%
$14.1K - $18.1K
9.48K $105K
Nov 07, 2023 Q3 2023
Virtus ETF Advisers LLC

New York, NY
SELL
 -
-818
- 8.84%
$16.2K - $20.7K
8.44K $93.1K
Nov 03, 2023 Q3 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-1.1K
- 7.48%
$21.7K - $27.7K
13.6K $150K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
SELL
 -
-1.21K
- 7.05%
$24K - $30.7K
16K $177K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-1.63K
- 2.29%
$32.2K - $41.1K
69.3K $764K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-2.05K
- 99.56%
$40.5K - $51.8K
9 $99.3

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