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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Top investors of Permian Basin Royalty Trust stock
Who bought or sold Permian Basin Royalty Trust this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| SoftVest Advisors | 4.4M | $53M | 1% | Sep 2024 |
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| Horizon Kinetics Asset Management | 3.7M | $42M | 4% | Jun 2024 |
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| Schwartz Investment Counsel | 1.4M | $17M | 23% | Sep 2024 |
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| Foundation Resource Management | 669k | $8.0M | -2% | Sep 2024 |
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| Moors & Cabot | 535k | $6.4M | 16% | Sep 2024 |
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| MRM-Horizon Advisors | 276k | $3.3M | 5% | Sep 2024 |
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| LPL Financial | 272k | $3.2M | -13% | Sep 2024 |
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| Citadel Advisors | 216k | $2.6M | -10% | Sep 2024 |
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| Hosking Partners | 213k | $2.4M | -53% | Jun 2024 |
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| Susquehanna International | 176k | $2.1M | 30% | Sep 2024 |
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| Ofi Invest Asset Management | 124k | $1.3M | 100% | Jun 2024 |
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| Commonwealth Equity Services | 118k | $1.4M | 56% | Sep 2024 |
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| BWM Planning | 104k | $1.2M | 100% | Sep 2024 |
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| Morgan Stanley | 104k | $1.2M | -43% | Jun 2024 |
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| Beacon Pointe Advisors | 98k | $1.2M | 0% | Sep 2024 |
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| Santa Monica Partners | 87k | $1.0M | 0% | Sep 2024 |
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| Wells Fargo & Company | 75k | $893k | -3% | Sep 2024 |
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| Atlas Wealth Partners | 64k | $758k | 100% | Sep 2024 |
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| Pathstone Holdings | 62k | $740k | 2% | Sep 2024 |
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| Essex Financial Services | 61k | $711k | -3% | Sep 2024 |
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| Kingswood Wealth Advisors | 52k | $616k | -5% | Sep 2024 |
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| Fielder Capital Group | 48k | $573k | -13% | Sep 2024 |
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| EagleClaw Capital Managment | 41k | $492k | 2% | Sep 2024 |
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| GeoWealth Management | 41k | $484k | -13% | Sep 2024 |
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| Beese Fulmer Investment Management | 33k | $394k | 0% | Sep 2024 |
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| Raymond James & Associates | 30k | $362k | -2% | Sep 2024 |
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| HighTower Advisors | 30k | $336k | 1% | Jun 2024 |
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| Captrust Financial Advisors | 29k | $341k | 0% | Sep 2024 |
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| Lido Advisors | 27k | $308k | 100% | Jun 2024 |
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| Group One Trading | 26k | $307k | 100% | Sep 2024 |
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| Fruth Investment Management | 25k | $301k | 0% | Sep 2024 |
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| Qube Research & Technologies | 24k | $265k | -20% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 22k | $247k | 6% | Jun 2024 |
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| Capital Investment Advisors | 21k | $252k | -3% | Sep 2024 |
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| Ronald Blue Trust | 20k | $230k | 0% | Sep 2024 |
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| Bank of America Corporation | 20k | $242k | 9% | Sep 2024 |
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| Ingalls & Snyder | 20k | $241k | 0% | Sep 2024 |
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| Puplava Financial Services | 20k | $238k | 100% | Sep 2024 |
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| Resurgent Financial Advisors | 20k | $225k | -58% | Jun 2024 |
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| Cambridge Investment Research Advisors | 20k | $238k | 5% | Sep 2024 |
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| PFG Investments | 19k | $210k | 8% | Jun 2024 |
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| Ironwood Wealth Management | 19k | $220k | 100% | Sep 2024 |
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| Creative Planning | 16k | $191k | 3% | Sep 2024 |
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| Steward Partners Investment Advisory | 15k | $172k | 85% | Jun 2024 |
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| Apollon Wealth Management | 15k | $180k | 100% | Sep 2024 |
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| Flow Traders US | 14k | $167k | 100% | Sep 2024 |
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| State Street Corporation | 14k | $158k | -6% | Jun 2024 |
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| Price Jennifer C. | 14k | $165k | 0% | Sep 2024 |
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| First Financial Bankshares | 12k | $143k | 100% | Sep 2024 |
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| Welch Group | 11k | $128k | 0% | Sep 2024 |
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| State of Wyoming | 11k | $119k | 21% | Jun 2024 |
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| Avondale Wealth Management | 9.5k | $113k | 100% | Sep 2024 |
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| Royal Bank of Canada | 9.4k | $112k | -10% | Sep 2024 |
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| Reuter James Wealth Management | 9.3k | $110k | 100% | Sep 2024 |
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| Russell Investments | 9.2k | $103k | -62% | Jun 2024 |
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| International Assets Investment Management | 8.3k | $700k | 1089% | Sep 2024 |
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| Access Investment Management | 8.2k | $97k | 100% | Sep 2024 |
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| Sandy Spring Bank | 6.6k | $78k | 1% | Sep 2024 |
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| Pnc Financial Services | 5.9k | $70k | 0% | Sep 2024 |
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| Venturi Wealth Management | 5.6k | $66k | 0% | Sep 2024 |
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| Advisor Group Holdings | 3.2k | $39k | -63% | Sep 2024 |
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| Jpmorgan Chase & Co | 2.5k | $30k | 33% | Sep 2024 |
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| Lummis Asset Management | 1.9k | $22k | 0% | Sep 2024 |
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| Goss Wealth Management | 1.7k | $19k | 1% | Jun 2024 |
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| Tower Research Capital | 1.2k | $13k | -36% | Jun 2024 |
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| Sugarloaf Wealth Management | 1.1k | $13k | 0% | Sep 2024 |
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| Spire Wealth Management | 750.00 | $8.9k | 0% | Sep 2024 |
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| Manchester Capital Management | 750.00 | $8.9k | 0% | Sep 2024 |
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| Harbour Investments | 734.00 | $8.7k | 145% | Sep 2024 |
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| Brian McDonald | 501.00 | $6.0k | 0% | Sep 2024 |
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| CVA Family Office | 463.00 | $5.5k | 0% | Sep 2024 |
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| Bank Of Oklahoma National Association / | 462.00 | $5.5k | 100% | Sep 2024 |
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| SJS Investment Consulting | 434.00 | $5.1k | 206% | Sep 2024 |
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| Us Bancorp | 300.00 | $3.6k | 100% | Sep 2024 |
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| Sunbelt Securities | 212.00 | $2.5k | 66% | Sep 2024 |
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| Fortis Group Advisors | 200.00 | $2.4k | 0% | Sep 2024 |
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| Global Retirement Partners | 100.00 | $1.2k | -95% | Sep 2024 |
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| Signature | 87.00 | $1.0k | 0% | Sep 2024 |
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| Hartland & Co | 85.00 | $1.0k | 1% | Sep 2024 |
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| Abich Financial Wealth Management | 26.00 | $313.001000 | 100% | Sep 2024 |
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| Anfield Capital Management | 7.00 | $82.999700 | 0% | Sep 2024 |
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Who sold out of Permian Basin Royalty Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lagoda Investment Management | Jun 2024 | 26k | $288k |
| Mariner Wealth Advisors | Jun 2024 | 10k | $116k |
| Simplex Trading | Jun 2024 | 5.1k | $57k |
| Northwestern Mutual Wealth Management Company | Jun 2024 | 2.0k | $23k |
| CoreFirst Bank & Trust | Mar 2024 | 1.6k | $20k |
| Gradient Investments | Jun 2024 | 1.0k | $11k |
| Newbridge Financial Services Group | Jun 2024 | 469.00 | $5.3k |
| IFP Advisors | Mar 2024 | 423.00 | $5.1k |
| Ashton Thomas Private Wealth | Jun 2024 | 124.00 | $1.4k |
| Central Trust & Investment | Jun 2024 | 100.00 | $1.1k |
| Voisard Asset Management Group | Jun 2024 | 28.00 | $315.000000 |