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Permian Basin Royalty Trust (PBT) Institutional Ownership

Permian Basin Royalty Trust logo
$11.64 -0.35 (-2.88%)
As of 01/22/2025 03:59 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)
29
Total
Institutional Inflows
(last 12 months)
$18.25M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$7.45M
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PBT Institutional Buying and Selling by Quarter

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
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%
1/16/2025 Mad River Investors246,293$2.73M1.3%-10.9%0.000%
1/16/2025 Ironwood Financial llc12,300$136K0.0%-33.5%0.000%
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%
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%
10/22/2024 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%
10/19/2024Atlas 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%
10/9/2024BWM 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%
8/3/2024 Mad 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%
7/16/2024 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%
5/20/2024Virtu 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%
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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%
4/19/2024 Mad 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%
4/8/2024Beese 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%
1/26/2024 Mad 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%
1/24/2024 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%
1/18/2024Global 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%
11/9/2023UBS Group AG479,363$10.19M0.0%+1.5%1.028%
11/8/2023Hosking Partners LLP470,891$10.01M0.4%+6.0%1.010%
11/8/2023Sowell Financial Services LLC19,777$421K0.0%N/A0.042%
11/8/2023Moors & Cabot Inc.217,741$4.63M0.3%+9.7%0.467%
11/7/2023Virtus ETF Advisers LLC8,440$179K0.1%-8.8%0.018%
11/7/2023Quantbot Technologies LP1,731$37K0.0%-65.8%0.004%
11/3/2023Loring Wolcott & Coolidge Fiduciary Advisors LLP MA13,571$264K0.0%-7.5%0.029%
11/2/2023Ingalls & Snyder LLC13,500$287K0.0%N/A0.029%
10/24/2023Stratos Wealth Partners LTD.9,478$201K0.0%-7.0%0.020%
10/24/2023Raymond James & Associates69,300$1.47M0.0%-2.3%0.149%
10/24/2023Kingswood Wealth Advisors LLC142,367$3.02M0.8%N/A0.305%
10/24/2023Cambridge Investment Research Advisors Inc.21,177$450K0.0%-10.3%0.045%
10/18/2023 Mad River Investors335,730$7.13M5.1%+0.3%0.720%
10/18/2023 Advisory Alpha LLC41,371$878K0.0%-35.0%0.089%
10/17/2023Schwartz Investment Counsel Inc.571,849$12.15M0.5%+30.0%1.227%
10/13/2023Global Retirement Partners LLC2,618$51K0.0%+222.0%0.006%
10/10/2023 Foundation Resource Management Inc.676,963$14.39M2.4%-1.3%1.452%
8/14/2023Horizon Kinetics Asset Management LLC3,993,403$99.56M2.1%-1.1%8.568%
8/10/2023EagleClaw Capital Managment LLC34,150$851K0.2%+10.0%0.073%
8/10/2023Moors & Cabot Inc.198,474$4.95M0.3%+2.5%0.426%
8/9/2023Essex Financial Services Inc.56,949$1.42M0.2%-75.4%0.122%
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8/7/2023Navellier & Associates Inc.12,281$306K0.1%-5.7%0.026%
8/3/2023 Mad River Investors334,871$8.09M6.0%+0.8%0.718%
8/2/2023Hosking Partners LLP444,065$11.07M0.5%+8.4%0.953%
8/1/2023Signaturefd LLC1,500$37K0.0%-54.9%0.003%
8/1/2023Loring Wolcott & Coolidge Fiduciary Advisors LLP MA14,668$366K0.0%N/A0.031%
7/31/2023LPL Financial LLC167,759$4.18M0.0%+89.8%0.360%
7/25/2023Raymond James & Associates70,926$1.77M0.0%+5.1%0.152%
7/25/2023Atlas Wealth Partners LLC64,143$1.50M4.3%N/A0.138%
7/21/2023Creative Planning17,229$430K0.0%+19.2%0.037%
7/18/2023Stratos Wealth Partners LTD.10,192$254K0.0%-5.4%0.022%
(Data available from 1/1/2016 forward)

PBT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBT shares?

During the previous two years, 64 institutional investors and hedge funds held shares of Permian Basin Royalty Trust. The most heavily invested institutionals were Horizon Kinetics Asset Management LLC ($43.81M), Schwartz Investment Counsel Inc. ($16.65M), Foundation Resource Management Inc. ($7.34M), UBS Group AG ($6.47M), Moors & Cabot Inc. ($6.36M), LPL Financial LLC ($3.72M), and Sinecera Capital LLC ($3.09M).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 58 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: Horizon Kinetics Asset Management LLC ($1.34M), Schwartz Investment Counsel Inc. ($1.22M), UBS Group AG ($341.52K), Moors & Cabot Inc. ($318.39K), Hosking Partners LLP ($153.24K), Kingswood Wealth Advisors LLC ($142.37K), and Atlas Wealth Partners LLC ($127.70K).

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

Institutional investors have bought a total of 4,726,820 shares in the last 24 months. This purchase volume represents approximately $97.61M in transactions.

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

Of the 27 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 ($115.97K), Cambridge Investment Research Advisors Inc. ($110.56K), Kingswood Wealth Advisors LLC ($104.49K), Capital Analysts LLC ($48.22K), 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 1,186,217 shares in the last 24 months. This volume of shares sold represents approximately $20.90M in transactions.


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This page (NYSE:PBT) was last updated on 1/23/2025 by MarketBeat.com Staff
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