Who owns Permian Basin Royalty Trust?
- Ticker: PBT
- CUSIP Number: 714236106
Tip: Access positions for across all investors
Analyze quarterly positions in Permian Basin Royalty Trust with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Permian Basin Royalty Trust this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Horizon Kinetics Asset Management | 3.6M | $50M | -9% | Dec 2023 |
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Schwartz Investment Counsel | 804k | $11M | 41% | Dec 2023 |
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Foundation Resource Management | 683k | $8.3M | 1% | Mar 2024 |
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UBS Group | 464k | $6.5M | -3% | Dec 2023 |
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Citadel Advisors | 383k | $5.3M | 54% | Dec 2023 |
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Moors & Cabot | 269k | $3.8M | 23% | Dec 2023 |
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MRM-Horizon Advisors | 252k | $3.1M | -2% | Mar 2024 |
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Wells Fargo & Company | 238k | $3.3M | -22% | Dec 2023 |
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Beacon Pointe Advisors | 147k | $2.1M | 3% | Dec 2023 |
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Captrust Financial Advisors | 108k | $1.5M | 0% | Dec 2023 |
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Pathstone Holdings | 100k | $1.4M | 100% | Dec 2023 |
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Essex Financial Services | 66k | $795k | -2% | Mar 2024 |
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Fielder Capital Group | 55k | $668k | -10% | Mar 2024 |
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Kingswood Wealth Advisors | 55k | $663k | -53% | Mar 2024 |
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Capital Analysts | 55k | $761k | 0% | Dec 2023 |
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Commonwealth Equity Services | 50k | $698k | 35% | Dec 2023 |
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Resurgent Financial Advisors | 48k | $670k | 0% | Dec 2023 |
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Raymond James & Associates | 35k | $423k | -34% | Mar 2024 |
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EagleClaw Capital Managment | 34k | $474k | -1% | Dec 2023 |
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Beese Fulmer Investment Management | 34k | $405k | -9% | Mar 2024 |
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Hrt Financial | 29k | $404k | 90% | Dec 2023 |
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Russell Investments | 29k | $402k | 19% | Dec 2023 |
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HighTower Advisors | 26k | $364k | 1% | Dec 2023 |
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Lagoda Investment Management | 26k | $361k | -5% | Dec 2023 |
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Ingalls & Snyder | 26k | $358k | 90% | Dec 2023 |
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Fruth Investment Management | 25k | $306k | 0% | Mar 2024 |
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Navellier & Associates | 22k | $312k | 92% | Dec 2023 |
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Capital Investment Advisors | 22k | $265k | 0% | Mar 2024 |
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Advisory Alpha | 21k | $294k | -49% | Dec 2023 |
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Wealth Enhancement Advisory Services | 21k | $251k | 100% | Mar 2024 |
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Ronald Blue Trust | 20k | $434k | 0% | Dec 2023 |
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Cambridge Investment Research Advisors | 19k | $233k | -6% | Mar 2024 |
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Bank of America Corporation | 19k | $259k | -26% | Dec 2023 |
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PFG Investments | 17k | $209k | 100% | Mar 2024 |
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Creative Planning | 17k | $237k | 6% | Dec 2023 |
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Sowell Financial Services | 16k | $219k | -21% | Dec 2023 |
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Jane Street | 15k | $214k | 100% | Dec 2023 |
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Price Jennifer C. | 14k | $193k | 0% | Dec 2023 |
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Simplex Trading | 13k | $160k | 658% | Mar 2024 |
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Warren Averett Asset Management | 13k | $177k | -2% | Dec 2023 |
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State of Wyoming | 12k | $163k | -32% | Dec 2023 |
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We Are One Seven | 11k | $156k | -20% | Dec 2023 |
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Welch Group | 11k | $130k | 0% | Mar 2024 |
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Advisor Group Holdings | 11k | $147k | -20% | Dec 2023 |
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Virtus ETF Advisers | 9.4k | $131k | 11% | Dec 2023 |
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Sandy Spring Bank | 6.5k | $91k | 0% | Dec 2023 |
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Royal Bank of Canada | 6.3k | $73k | -9% | Dec 2023 |
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Pnc Financial Services | 5.9k | $83k | 0% | Dec 2023 |
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Venturi Wealth Management | 5.6k | $68k | 0% | Mar 2024 |
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Steward Partners Investment Advisory | 4.5k | $63k | 105% | Dec 2023 |
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Jpmorgan Chase & Co | 1.9k | $27k | -61% | Dec 2023 |
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Global Retirement Partners | 1.8k | $22k | 0% | Mar 2024 |
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CoreFirst Bank & Trust | 1.6k | $23k | 0% | Dec 2023 |
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Signature | 1.6k | $22k | 0% | Dec 2023 |
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Lummis Asset Management | 1.2k | $17k | 100% | Dec 2023 |
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Sugarloaf Wealth Management | 1.0k | $12k | 100% | Mar 2024 |
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Gradient Investments | 1.0k | $12k | 0% | Mar 2024 |
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Advisory Services Network | 1.0k | $14k | 100% | Dec 2023 |
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IFP Advisors | 856.00 | $12k | 1% | Dec 2023 |
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Spire Wealth Management | 750.00 | $9.0k | 0% | Mar 2024 |
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Harbour Investments | 528.00 | $7.4k | 1% | Dec 2023 |
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Newbridge Financial Services Group | 463.00 | $5.6k | 1% | Mar 2024 |
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CVA Family Office | 463.00 | $6.5k | 100% | Dec 2023 |
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Tucker Asset Management | 400.00 | $5.6k | 100% | Dec 2023 |
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Fortis Group Advisors | 400.00 | $5.6k | 100% | Dec 2023 |
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ORG Partners | 240.00 | $3.4k | 100% | Dec 2023 |
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SJS Investment Consulting | 140.00 | $1.7k | 100% | Mar 2024 |
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CWM | 100.00 | $1.0k | 0% | Mar 2024 |
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Hartland & Co | 82.00 | $1.1k | 1% | Dec 2023 |
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Who sold out of Permian Basin Royalty Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Caption Management | Sep 2023 | 50k | $1.1M |
Quadrature Capital | Sep 2023 | 43k | $909k |
Wolverine Trading | Sep 2023 | 16k | $346k |
Schonfeld Strategic Advisors | Sep 2023 | 10k | $219k |
Titleist Asset Management | Sep 2023 | 9.6k | $203k |
Lazard Asset Management | Sep 2023 | 8.4k | $178k |
Cullen Frost Bankers | Sep 2023 | 3.5k | $74k |
A. Montag and Associates | Sep 2023 | 1.0k | $21k |
Rhumbline Advisers | Sep 2023 | 355.00 | $7.5k |