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Permian Basin Royalty Trust (PBT) Institutional Ownership

Permian Basin Royalty Trust logo
$9.61 +0.15 (+1.59%)
As of 03:58 PM Eastern
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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)
$26.75M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.52M
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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
4/14/2025 Foundation Resource Management Inc.647,872$6.42M1.0%-2.2%1.390%
4/8/2025 Avondale Wealth Management29,000$287K0.2%+52.6%0.062%
4/8/2025 Welch Group LLC18,200$180K0.0%+68.3%0.039%
3/17/2025Wealth Enhancement Advisory Services LLC11,528$127K0.0%-46.2%0.025%
2/17/2025Lazard Asset Management LLC56,268$623K0.0%N/A0.121%
2/17/2025Ameriprise Financial Inc.11,688$128K0.0%+16.1%0.025%
2/14/2025Jane Street Group LLC42,885$475K0.0%N/A0.092%
2/14/2025Lido Advisors LLC114,642$1.27M0.0%+113.4%0.246%
2/14/2025Beacon Pointe Advisors LLC138,924$1.53M0.0%+42.1%0.298%
2/14/2025GeoWealth Management LLC49,947$550K0.0%+22.5%0.107%
2/13/2025Raymond James Financial Inc.56,180$622K0.0%N/A0.121%
2/13/2025Russell Investments Group Ltd.12,132$134K0.0%+28.3%0.026%
2/13/2025Wells Fargo & Company MN233,493$2.59M0.0%+211.0%0.501%
2/12/2025Brown Brothers Harriman & Co.22,645$251K0.0%N/A0.049%
2/12/2025JPMorgan Chase & Co.4,782$53K0.0%+88.9%0.010%
2/11/2025Napatree Capital LLC22,563$249K0.1%N/A0.048%
2/11/2025LPL Financial LLC292,045$3.24M0.0%+7.5%0.627%
2/10/2025Horizon Kinetics Asset Management LLC3,946,083$43.72M0.5%+7.1%8.466%
2/10/2025Commonwealth Equity Services LLC220,527$2.44M0.0%+87.0%0.473%
2/7/2025Moors & Cabot Inc.594,221$6.58M0.3%+11.0%1.275%
2/7/2025OFI Invest Asset Management124,017$1.33M0.0%N/A0.266%
2/7/2025EagleClaw Capital Managment LLC34,700$384K0.1%-16.1%0.074%
2/6/2025Raymond James Financial Inc.56,180$622K0.0%N/A0.121%
2/6/2025Steward Partners Investment Advisory LLC29,467$326K0.0%+45.2%0.063%
2/5/2025Hosking Partners LLP307,551$3.41M0.1%+28.3%0.660%
2/4/2025Access Investment Management LLC6,414$71K0.0%-21.4%0.014%
1/31/2025Atria Wealth Solutions Inc.11,465$127K0.0%N/A0.025%
1/29/2025Schwartz Investment Counsel Inc.1,386,902$15.28M0.6%-1.1%2.976%
1/29/2025Atlas Wealth Partners LLC66,098$730K0.9%+4.0%0.142%
1/28/2025Golden State Wealth Management LLC2,446$27K0.0%N/A0.005%
1/27/2025Stratos Wealth Partners LTD.10,936$121K0.0%N/A0.023%
1/22/2025Kingswood Wealth Advisors LLC34,800$384K0.0%-33.0%0.000%
1/22/2025PFG Investments LLC14,070$156K0.0%-20.4%0.000%
1/16/2025Mad River Investors246,293$2.73M1.3%-10.9%0.000%
1/16/2025Ironwood 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%
11/14/2024Flow Traders U.S. LLC14,009$167K0.0%N/A0.000%
11/13/2024Horizon Kinetics Asset Management LLC3,684,264$43.81M0.7%+0.0%0.000%
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11/13/2024Independent Advisor Alliance70,403$837K0.0%N/A0.000%
11/8/2024Moors & Cabot Inc.535,151$6.36M0.3%+16.3%0.000%
11/8/2024EagleClaw Capital Managment LLC41,375$492K0.1%+2.3%0.000%
11/8/2024Prospera Private Wealth LLC9,271$110K0.0%N/A0.000%
11/5/2024Apollon Wealth Management LLC15,145$180K0.0%N/A0.000%
11/4/2024Access Investment Management LLC8,164$97K0.0%N/A0.018%
10/24/2024PFG Investments LLC17,666$210K0.0%-5.4%0.038%
10/23/2024Schwartz Investment Counsel Inc.1,402,402$16.65M0.6%+23.0%0.000%
10/22/2024International Assets Investment Management LLC8,323$99K0.0%+1,089.0%0.000%
10/22/2024Mad River Investors276,382$3.29M1.8%+4.6%0.593%
10/19/2024Atlas Wealth Partners LLC63,556$758K1.2%N/A0.000%
10/16/2024Ironwood 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%
10/9/2024BWM Planning LLC103,725$1.23M0.5%N/A0.223%
8/9/2024Moors & Cabot Inc.460,087$5.18M0.3%+23.3%0.987%
8/7/2024PFG Investments LLC18,666$210K0.0%+8.1%0.040%
8/3/2024Mad River Investors264,173$2.98M2.0%+4.6%0.567%
7/31/2024Essex Financial Services Inc.62,565$709K0.0%-4.8%0.134%
7/31/2024Commonwealth Equity Services LLC75,375$849K0.0%+3.8%0.162%
7/29/2024Hosking Partners LLP212,935$2.40M0.1%-53.2%0.457%
7/25/2024Schwartz Investment Counsel Inc.1,140,169$12.79M0.5%+16.1%2.446%
7/19/2024OFI Invest Asset Management124,017$1.30M0.0%N/A0.266%
7/16/2024Wealth 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%
5/20/2024Virtu Financial LLC25,279$306K0.0%N/A0.054%
5/15/2024Quadrature Capital Ltd11,846$143K0.0%-71.8%0.025%
5/8/2024Russell Investments Group Ltd.24,326$294K0.0%-15.5%0.052%
5/2/2024Hosking Partners LLP454,897$5.50M0.2%-12.4%0.976%
4/30/2024Commonwealth Equity Services LLC72,614$879K0.0%+45.3%0.156%
4/25/2024Fielder Capital Group LLC55,242$668K0.3%-10.4%0.119%
4/24/2024Essex Financial Services Inc.65,699$795K0.1%-1.6%0.141%
4/22/2024PFG Investments LLC17,266$209K0.0%N/A0.037%
4/19/2024Mad River Investors252,447$3.06M2.1%-1.9%0.542%
4/15/2024Kingswood 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%
2/13/2024Aristides Capital LLC11,679$163K0.1%N/A0.025%
2/13/2024Tower Research Capital LLC TRC1,916$27K0.0%+21,188.9%0.004%
2/9/2024UBS Group AG463,587$6.47M0.0%-3.3%0.995%
2/8/2024Navellier & Associates Inc.22,376$312K0.0%+92.2%0.048%
2/8/2024Beacon Pointe Advisors LLC147,246$2.06M0.0%+2.8%0.316%
2/6/2024Fielder Capital Group LLC61,642$861K0.5%N/A0.132%
2/6/2024Essex Financial Services Inc.66,792$932K0.1%+26.4%0.143%
2/5/2024Russell Investments Group Ltd.28,802$402K0.0%+18.5%0.062%
1/29/2024Ingalls & Snyder LLC25,650$358K0.0%+90.0%0.055%
1/26/2024Mad River Investors257,289$3.59M3.3%-23.4%0.552%
1/26/2024Schwartz Investment Counsel Inc.803,849$11.25M0.4%+40.6%1.725%
1/24/2024Sowell Financial Services LLC15,584$219K0.0%-21.2%0.033%
1/24/2024International Assets Investment Management LLC2,792$39K0.0%+1,296.0%0.006%
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1/23/2024 Advisory Alpha LLC21,006$294K0.0%-49.2%0.045%
1/18/2024Global Retirement Partners LLC1,802$26K0.0%-31.2%0.004%
1/16/2024Kingswood Wealth Advisors LLC117,499$1.65M0.2%-17.5%0.252%
1/16/2024Raymond James & Associates52,605$734K0.0%-24.1%0.113%
11/16/2023Essex Financial Services Inc.52,861$1.12M0.1%-7.2%0.113%
11/14/2023Quadrature Capital Ltd42,809$909K0.0%+279.0%0.092%
11/14/2023Waverly Advisors LLC12,867$273K0.0%+30.4%0.028%
11/14/2023Lagoda Investment Management L.P.27,250$579K0.4%+4.2%0.058%
11/13/2023LPL Financial LLC175,257$3.72M0.0%+4.5%0.376%
11/9/2023Navellier & Associates Inc.11,642$247K0.0%-5.2%0.025%
(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), Moors & Cabot Inc. ($6.58M), UBS Group AG ($6.47M), Foundation Resource Management Inc. ($6.42M), 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 3,883,710 shares in the last 24 months. This purchase volume represents approximately $59.11M 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), Foundation Resource Management Inc. ($45.49K), and Horizon Kinetics Asset Management LLC ($44.66K).

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

Institutional investors have sold a total of 1,201,660 shares in the last 24 months. This volume of shares sold represents approximately $20.59M in transactions.


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This page (NYSE:PBT) was last updated on 4/16/2025 by MarketBeat.com Staff
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