Purchases and Sales Made in Q4 2025 in Permian Basin Royalty Trust (PBT)
This table provides information about the institutional ownership of Permian Basin Royalty Trust (PBT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
52.5KNew |
$890K - $1.07M
|
52.5K
$1.07M
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.29KNew |
$21.9K - $26.4K
|
1.29K
$26.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
182+ 1.4% |
$3.08K - $3.72K
|
13.2K
$270K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51+ 0.26% |
$864 - $1.04K
|
19.5K
$398K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$50.8 - $61.3
|
18.4K
$375K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.3% |
$16.9 - $20.4
|
334
$6.83K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-500- 2.39% |
$8.47K - $10.2K
|
20.4K
$417K
|
|
|
Jan 23, 2026
Q4 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-599- 0.71% |
$10.1K - $12.2K
|
84K
$1.72M
|
|