Purchases and Sales Made in Q3 2024 in Permian Basin Royalty Trust (PBT)
This table provides information about the institutional ownership of Permian Basin Royalty Trust (PBT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
262K+ 23.0% |
$2.75M - $3.15M
|
1.4M
$15.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
104KNew |
$1.09M - $1.25M
|
104K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
75.1K+ 16.32% |
$788K - $902K
|
535K
$5.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
70.4KNew |
$739K - $846K
|
70.4K
$777K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
63.6KNew |
$667K - $763K
|
63.6K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
Soft Vest Advisors, LLC
Abilene, TX |
BUY
|
- |
51.5K+ 1.18% |
$541K - $619K
|
4.43M
$48.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.6K+ 56.5% |
$447K - $511K
|
118K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Hosking Partners LLP
|
BUY
|
- |
26.8K+ 12.57% |
$281K - $321K
|
240K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.6K+ 97.89% |
$279K - $319K
|
53.7K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
25.8KNew |
$271K - $310K
|
25.8K
$285K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
20KNew |
$210K - $240K
|
20K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
18.5KNew |
$194K - $222K
|
18.5K
$204K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.1KNew |
$159K - $182K
|
15.1K
$167K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14KNew |
$147K - $168K
|
14K
$155K
|
|
|
Oct 22, 2024
Q3 2024
|
Mad River Investors
|
BUY
|
- |
12.2K+ 4.62% |
$128K - $147K
|
276K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$106K - $121K
|
10.1K
$111K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
9.5KNew |
$99.8K - $114K
|
9.5K
$105K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.27KNew |
$97.3K - $111K
|
9.27K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
8.21K+ 77.63% |
$86.2K - $98.6K
|
18.8K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.16KNew |
$85.7K - $98K
|
8.16K
$90K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.62K+ 1089.0% |
$80K - $91.6K
|
8.32K
$91.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.01KNew |
$73.6K - $84.1K
|
7.01K
$77.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.98K+ 32.53% |
$52.3K - $59.8K
|
20.3K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.97K+ 9.15% |
$52.1K - $59.6K
|
59.2K
$653K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.76K+ 9.43% |
$18.4K - $21.1K
|
20.4K
$225K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.21K+ 1.98% |
$12.7K - $14.5K
|
62.2K
$687K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.06K+ 0.03% |
$11.1K - $12.7K
|
3.68M
$40.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
925+ 2.29% |
$9.71K - $11.1K
|
41.4K
$456K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
908+ 4.76% |
$9.53K - $10.9K
|
20K
$220K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
632+ 33.26% |
$6.64K - $7.59K
|
2.53K
$27.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
632+ 33.26% |
$6.64K - $7.59K
|
2.53K
$27.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
532+ 3.42% |
$5.59K - $6.39K
|
16.1K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
462New |
$4.85K - $5.55K
|
462
$5.1K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
454+ 3.27% |
$4.77K - $5.45K
|
14.3K
$158K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
435+ 145.48% |
$4.57K - $5.22K
|
734
$8.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
300New |
$3.15K - $3.6K
|
300
$3.31K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
300+ 3.28% |
$3.15K - $3.6K
|
9.45K
$104K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
292+ 205.63% |
$3.07K - $3.51K
|
434
$4.79K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
84+ 65.63% |
$882 - $1.01K
|
212
$2.34K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
34+ 0.52% |
$357 - $408
|
6.56K
$72.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.03% |
$315 - $360
|
97.8K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
26New |
$273 - $312
|
26
$287
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18+ 1.07% |
$189 - $216
|
1.7K
$18.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.0% |
$10.5 - $12
|
28.7K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.19% |
$10.5 - $12
|
85
$938
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-500- 2.28% |
$5.25K - $6.01K
|
21.4K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-525- 1.76% |
$5.51K - $6.31K
|
29.3K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-562- 47.79% |
$5.9K - $6.75K
|
614
$6.77K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-704- 3.21% |
$7.39K - $8.46K
|
21.3K
$234K
|