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Permian Basin Royalty Trust (PBT) Institutional Ownership

Permian Basin Royalty Trust logo
$10.03 -0.05 (-0.49%)
Closing price 03:59 PM Eastern
Extended Trading
$9.96 -0.07 (-0.71%)
As of 06:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Permian Basin Royalty Trust (NYSE:PBT)

Current
Institutional Ownership
Percentage
28.86%
Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$26.65M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.17M
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PBT Institutional Buying and Selling by Quarter

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Permian Basin Royalty Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC11,528$127K0.0%-46.2%0.025%
2/17/2025 Lazard Asset Management LLC56,268$623K0.0%N/A0.121%
2/17/2025 Ameriprise Financial Inc.11,688$128K0.0%+16.1%0.025%
2/14/2025 Jane Street Group LLC42,885$475K0.0%N/A0.092%
2/14/2025 Lido Advisors LLC114,642$1.27M0.0%+113.4%0.246%
2/14/2025 Beacon Pointe Advisors LLC138,924$1.53M0.0%+42.1%0.298%
2/14/2025 GeoWealth Management LLC49,947$550K0.0%+22.5%0.107%
2/13/2025 Raymond James Financial Inc.56,180$622K0.0%N/A0.121%
2/13/2025 Russell Investments Group Ltd.12,132$134K0.0%+28.3%0.026%
2/13/2025 Wells Fargo & Company MN233,493$2.59M0.0%+211.0%0.501%
2/12/2025 Brown Brothers Harriman & Co.22,645$251K0.0%N/A0.049%
2/12/2025 JPMorgan Chase & Co.4,782$53K0.0%+88.9%0.010%
2/11/2025 Napatree Capital LLC22,563$249K0.1%N/A0.048%
2/11/2025 LPL Financial LLC292,045$3.24M0.0%+7.5%0.627%
2/10/2025 Horizon Kinetics Asset Management LLC3,946,083$43.72M0.5%+7.1%8.466%
2/10/2025 Commonwealth Equity Services LLC220,527$2.44M0.0%+87.0%0.473%
2/7/2025 Moors & Cabot Inc.594,221$6.58M0.3%+11.0%1.275%
2/7/2025 OFI Invest Asset Management124,017$1.33M0.0%N/A0.266%
2/7/2025 EagleClaw Capital Managment LLC34,700$384K0.1%-16.1%0.074%
2/6/2025 Raymond James Financial Inc.56,180$622K0.0%N/A0.121%
2/6/2025 Steward Partners Investment Advisory LLC29,467$326K0.0%+45.2%0.063%
2/5/2025 Hosking Partners LLP307,551$3.41M0.1%+28.3%0.660%
2/4/2025 Access Investment Management LLC6,414$71K0.0%-21.4%0.014%
1/31/2025 Atria Wealth Solutions Inc.11,465$127K0.0%N/A0.025%
1/29/2025 Schwartz Investment Counsel Inc.1,386,902$15.28M0.6%-1.1%2.976%
1/29/2025 Atlas Wealth Partners LLC66,098$730K0.9%+4.0%0.142%
1/28/2025 Golden State Wealth Management LLC2,446$27K0.0%N/A0.005%
1/27/2025 Stratos Wealth Partners LTD.10,936$121K0.0%N/A0.023%
1/22/2025 Kingswood Wealth Advisors LLC34,800$384K0.0%-33.0%0.000%
1/22/2025 PFG Investments LLC14,070$156K0.0%-20.4%0.000%
1/16/2025 Mad River Investors246,293$2.73M1.3%-10.9%0.000%
1/16/2025 Ironwood Wealth Management LLC.12,300$136K0.0%-33.5%0.026%
1/14/2025 Foundation Resource Management Inc.662,541$7.34M1.2%-1.0%1.421%
1/13/2025 Capital Investment Advisors LLC19,758$218K0.0%-7.0%0.042%
1/10/2025 Avondale Wealth Management19,000$211K0.1%+100.0%0.041%
11/14/2024 Flow Traders U.S. LLC14,009$167K0.0%N/A0.000%
11/13/2024 Horizon Kinetics Asset Management LLC3,684,264$43.81M0.7%+0.0%0.000%
11/13/2024 Independent Advisor Alliance70,403$837K0.0%N/A0.000%
11/8/2024 Moors & Cabot Inc.535,151$6.36M0.3%+16.3%0.000%
11/8/2024 EagleClaw Capital Managment LLC41,375$492K0.1%+2.3%0.000%
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11/8/2024 Prospera Private Wealth LLC9,271$110K0.0%N/A0.000%
11/5/2024 Apollon Wealth Management LLC15,145$180K0.0%N/A0.000%
11/4/2024 Access Investment Management LLC8,164$97K0.0%N/A0.018%
10/24/2024 PFG Investments LLC17,666$210K0.0%-5.4%0.038%
10/23/2024 Schwartz Investment Counsel Inc.1,402,402$16.65M0.6%+23.0%0.000%
10/22/2024 International Assets Investment Management LLC8,323$99K0.0%+1,089.0%0.000%
10/22/2024 Mad River Investors276,382$3.29M1.8%+4.6%0.593%
10/19/2024 Atlas Wealth Partners LLC63,556$758K1.2%N/A0.000%
10/16/2024 Ironwood Financial llc18,500$220K0.0%N/A0.040%
10/10/2024 Avondale Wealth Management9,500$113K0.1%N/A0.020%
10/10/2024 Foundation Resource Management Inc.669,334$7.96M1.2%-1.6%1.436%
10/9/2024 BWM Planning LLC103,725$1.23M0.5%N/A0.223%
8/9/2024 Moors & Cabot Inc.460,087$5.18M0.3%+23.3%0.987%
8/7/2024 PFG Investments LLC18,666$210K0.0%+8.1%0.040%
8/3/2024 Mad River Investors264,173$2.98M2.0%+4.6%0.567%
7/31/2024 Essex Financial Services Inc.62,565$709K0.0%-4.8%0.134%
7/31/2024 Commonwealth Equity Services LLC75,375$849K0.0%+3.8%0.162%
7/29/2024 Hosking Partners LLP212,935$2.40M0.1%-53.2%0.457%
7/25/2024 Schwartz Investment Counsel Inc.1,140,169$12.79M0.5%+16.1%2.446%
7/19/2024 OFI Invest Asset Management124,017$1.30M0.0%N/A0.266%
7/16/2024 Wealth Enhancement Advisory Services LLC21,918$247K0.0%+5.5%0.047%
7/10/2024 Foundation Resource Management Inc.680,334$7.66M1.2%-0.3%1.460%
5/20/2024 Virtu Financial LLC25,279$306K0.0%N/A0.054%
5/15/2024 Quadrature Capital Ltd11,846$143K0.0%-71.8%0.025%
5/8/2024 Russell Investments Group Ltd.24,326$294K0.0%-15.5%0.052%
5/2/2024 Hosking Partners LLP454,897$5.50M0.2%-12.4%0.976%
4/30/2024 Commonwealth Equity Services LLC72,614$879K0.0%+45.3%0.156%
4/25/2024 Fielder Capital Group LLC55,242$668K0.3%-10.4%0.119%
4/24/2024 Essex Financial Services Inc.65,699$795K0.1%-1.6%0.141%
4/22/2024 PFG Investments LLC17,266$209K0.0%N/A0.037%
4/19/2024 Mad River Investors252,447$3.06M2.1%-1.9%0.542%
4/15/2024 Kingswood Wealth Advisors LLC55,006$663K0.1%-53.2%0.118%
4/11/2024 Foundation Resource Management Inc.682,634$8.26M1.3%+0.8%1.465%
4/8/2024 Beese Fulmer Investment Management Inc.33,517$405K0.0%-9.1%0.072%
2/13/2024 Aristides Capital LLC11,679$163K0.1%N/A0.025%
2/13/2024 Tower Research Capital LLC TRC1,916$27K0.0%+21,188.9%0.004%
2/9/2024 UBS Group AG463,587$6.47M0.0%-3.3%0.995%
2/8/2024 Navellier & Associates Inc.22,376$312K0.0%+92.2%0.048%
2/8/2024 Beacon Pointe Advisors LLC147,246$2.06M0.0%+2.8%0.316%
2/6/2024 Fielder Capital Group LLC61,642$861K0.5%N/A0.132%
2/6/2024 Essex Financial Services Inc.66,792$932K0.1%+26.4%0.143%
2/5/2024 Russell Investments Group Ltd.28,802$402K0.0%+18.5%0.062%
1/29/2024 Ingalls & Snyder LLC25,650$358K0.0%+90.0%0.055%
1/26/2024 Mad River Investors257,289$3.59M3.3%-23.4%0.552%
1/26/2024 Schwartz Investment Counsel Inc.803,849$11.25M0.4%+40.6%1.725%
1/24/2024 Sowell Financial Services LLC15,584$219K0.0%-21.2%0.033%
1/24/2024 International Assets Investment Management LLC2,792$39K0.0%+1,296.0%0.006%
1/23/2024 Advisory Alpha LLC21,006$294K0.0%-49.2%0.045%
1/18/2024 Global Retirement Partners LLC1,802$26K0.0%-31.2%0.004%
1/16/2024 Kingswood Wealth Advisors LLC117,499$1.65M0.2%-17.5%0.252%
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1/16/2024Raymond James & Associates52,605$734K0.0%-24.1%0.113%
11/16/2023 Essex Financial Services Inc.52,861$1.12M0.1%-7.2%0.113%
11/14/2023 Quadrature Capital Ltd42,809$909K0.0%+279.0%0.092%
11/14/2023 Waverly Advisors LLC12,867$273K0.0%+30.4%0.028%
11/14/2023 Lagoda Investment Management L.P.27,250$579K0.4%+4.2%0.058%
11/13/2023 LPL Financial LLC175,257$3.72M0.0%+4.5%0.376%
11/9/2023 Navellier & Associates Inc.11,642$247K0.0%-5.2%0.025%
11/9/2023 UBS Group AG479,363$10.19M0.0%+1.5%1.028%
11/8/2023 Hosking Partners LLP470,891$10.01M0.4%+6.0%1.010%
11/8/2023 Sowell Financial Services LLC19,777$421K0.0%N/A0.042%
(Data available from 1/1/2016 forward)

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PBT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBT shares?

During the previous two years, 72 institutional investors and hedge funds held shares of Permian Basin Royalty Trust. The most heavily invested institutionals were Horizon Kinetics Asset Management LLC ($43.72M), Schwartz Investment Counsel Inc. ($15.28M), Foundation Resource Management Inc. ($7.34M), Moors & Cabot Inc. ($6.58M), UBS Group AG ($6.47M), Hosking Partners LLP ($3.41M), and LPL Financial LLC ($3.24M).Learn more on PBT's institutional investors.

What percentage of Permian Basin Royalty Trust stock is owned by institutional investors?

28.86% of Permian Basin Royalty Trust stock is owned by institutional investors. Learn more on PBT's institutional investor holdings.

Which institutional investors have been buying Permian Basin Royalty Trust stock?

Of the 64 institutional investors that purchased Permian Basin Royalty Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Schwartz Investment Counsel Inc. ($1.13M), Moors & Cabot Inc. ($326.03K), Horizon Kinetics Asset Management LLC ($262.88K), OFI Invest Asset Management ($248.03K), Wells Fargo & Company MN ($158.40K), Kingswood Wealth Advisors LLC ($142.37K), and Atlas Wealth Partners LLC ($130.24K).

How much institutional buying is happening at Permian Basin Royalty Trust?

Institutional investors have bought a total of 3,905,616 shares in the last 24 months. This purchase volume represents approximately $59.90M in transactions.

Which Permian Basin Royalty Trust major shareholders have been selling company stock?

Of the 31 institutional investors that sold Permian Basin Royalty Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hosking Partners LLP ($390.17K), Essex Financial Services Inc. ($182.57K), Mad River Investors ($113.37K), Cambridge Investment Research Advisors Inc. ($110.56K), Kingswood Wealth Advisors LLC ($104.49K), Horizon Kinetics Asset Management LLC ($44.66K), and Advisory Alpha LLC ($42.61K).

How much institutional selling is happening at Permian Basin Royalty Trust?

Institutional investors have sold a total of 1,190,568 shares in the last 24 months. This volume of shares sold represents approximately $20.53M in transactions.


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This page (NYSE:PBT) was last updated on 3/27/2025 by MarketBeat.com Staff
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