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Permian Basin Royalty Trust shares owned by Sowell Financial Services

Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Sowell Financial Services from 13F filings

Historical chart of Sowell Financial Services investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including Permian Basin Royalty Trust held by Sowell Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Permian Basin Royalty Trust by Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $219k 16k 14.05
2023-09-30 $421k 20k 21.29
2022-06-30 $3.5M 210k 16.64
2022-03-31 $1.9M 155k 12.51

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View all positions for Sowell Financial Services

Top funds holding Permian Basin Royalty Trust

Horizon Kinetics Asset Management
Schwartz Investment Counsel
Foundation Resource Management
UBS Group
Hosking Partners
Citadel Advisors
Moors & Cabot
MRM-Horizon Advisors
Susquehanna International
Wells Fargo & Company
Beacon Pointe Advisors
Captrust Financial Advisors
Pathstone Holdings
Commonwealth Equity Services
Essex Financial Services

View all funds holding Permian Basin Royalty Trust