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 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-760- 2.44% |
$7.98K - $9.13K
|
30.4K
$335K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1K- 5.36% |
$10.5K - $12K
|
17.7K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1K- 7.33% |
$10.5K - $12K
|
12.7K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.01K- 9.71% |
$10.6K - $12.2K
|
9.43K
$104K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.64K- 2.62% |
$17.2K - $19.7K
|
60.9K
$672K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.72K- 94.51% |
$18.1K - $20.7K
|
100
$1.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.69K- 3.45% |
$28.2K - $32.3K
|
75.1K
$828K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3K- 48.08% |
$31.5K - $36K
|
3.24K
$35.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3K- 5.46% |
$31.5K - $36K
|
51.9K
$573K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.56K- 6.7% |
$58.4K - $66.8K
|
77.4K
$854K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.89K- 12.63% |
$61.9K - $70.8K
|
40.8K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.7K- 28.52% |
$70.4K - $80.5K
|
16.8K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-7K- 12.68% |
$73.5K - $84.1K
|
48.2K
$532K
|
|
|
Oct 10, 2024
Q3 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-11K- 1.62% |
$116K - $132K
|
669K
$7.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.9K- 13.09% |
$429K - $491K
|
272K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-54.5K- 50.09% |
$572K - $655K
|
54.3K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75K- 72.35% |
$788K - $901K
|
28.7K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-165K- 64.14% |
$1.73M - $1.98M
|
92.4K
$1.02M
|