Purchases and Sales Made in Q3 2025 in Permian Basin Royalty Trust (PBT)
This table provides information about the institutional ownership of Permian Basin Royalty Trust (PBT) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
259K+ 4.44% |
$3.23M - $4.88M
|
6.1M
$125M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
216K+ 466.31% |
$2.69M - $4.07M
|
262K
$5.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
118KNew |
$1.47M - $2.22M
|
118K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
105K+ 74.14% |
$1.31M - $1.98M
|
247K
$5.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
96.4K+ 2157.19% |
$1.2M - $1.82M
|
101K
$2.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
92.9K+ 170.08% |
$1.16M - $1.75M
|
148K
$3.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Mad River Investors
|
BUY
|
- |
38.3K+ 4.33% |
$477K - $721K
|
922K
$18.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
35.5K+ 342.21% |
$443K - $669K
|
45.9K
$939K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.6K+ 75.38% |
$381K - $575K
|
71.1K
$1.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.9K+ 9.35% |
$310K - $468K
|
291K
$5.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.5K+ 33.35% |
$268K - $405K
|
86K
$1.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
18.9K+ 160.84% |
$236K - $356K
|
30.7K
$627K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.8KNew |
$235K - $355K
|
18.8K
$385K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.8K+ 136.73% |
$222K - $336K
|
30.9K
$631K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
17.3KNew |
$215K - $326K
|
17.3K
$354K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.6KNew |
$169K - $255K
|
13.6K
$277K
|
|
|
Nov 12, 2025
Q3 2025
|
Soft Vest Advisors, LLC
Abilene, TX |
BUY
|
- |
10.5K+ 0.17% |
$131K - $197K
|
6.22M
$127M
|
|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
7.43K+ 9.62% |
$92.5K - $140K
|
84.6K
$1.73M
|
|
|
Nov 17, 2025
Q3 2025
|
Avondale Wealth Management
|
BUY
|
- |
7K+ 93.33% |
$87.2K - $132K
|
14.5K
$296K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.66K+ 16.51% |
$58.1K - $87.7K
|
32.9K
$672K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.09K+ 18.0% |
$38.5K - $58.2K
|
20.3K
$414K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.83K+ 44.17% |
$35.3K - $53.3K
|
9.24K
$189K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.19KNew |
$27.3K - $41.3K
|
2.19K
$44.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2.12K+ 16.83% |
$26.5K - $40K
|
14.7K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.78K+ 11.89% |
$22.2K - $33.6K
|
16.8K
$343K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.73K+ 2881.67% |
$21.5K - $32.6K
|
1.79K
$36.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.57K+ 13.76% |
$19.6K - $29.6K
|
13K
$266K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5KNew |
$18.7K - $28.2K
|
1.5K
$30.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.32K+ 4.28% |
$16.5K - $24.9K
|
32.2K
$659K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.06K+ 16.22% |
$13.2K - $19.9K
|
7.58K
$155K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1K+ 3.49% |
$12.5K - $18.8K
|
29.7K
$607K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
500+ 2.45% |
$6.23K - $9.42K
|
20.9K
$428K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
499+ 0.42% |
$6.22K - $9.4K
|
118K
$2.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
210+ 130.43% |
$2.62K - $3.95K
|
371
$7.58K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
200New |
$2.49K - $3.77K
|
200
$4.09K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
157+ 6.61% |
$1.96K - $2.96K
|
2.53K
$51.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
140+ 18.67% |
$1.74K - $2.64K
|
890
$18.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
129New |
$1.61K - $2.43K
|
129
$2.64K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 100.0% |
$1.25K - $1.88K
|
200
$4.09K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
82+ 0.02% |
$1.02K - $1.54K
|
530K
$10.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
45New |
$561 - $847
|
45
$920
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
29+ 0.01% |
$361 - $546
|
246K
$5.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25New |
$312 - $471
|
25
$511
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$12.5 - $18.8
|
18.4K
$375K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.03% |
$12.5 - $18.8
|
3.76K
$76.9K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.18% |
$12.5 - $18.8
|
86
$1.76K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17- 5.69% |
$212 - $320
|
282
$5.76K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-109- 24.66% |
$1.36K - $2.05K
|
333
$6.81K
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-550- 2.95% |
$6.85K - $10.4K
|
18.1K
$370K
|
|
|
Oct 14, 2025
Q3 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-750- 0.12% |
$9.35K - $14.1K
|
643K
$13.1M
|
|