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 | 6.2M | $114M | 0% | Sep 2025 |
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| Horizon Kinetics Asset Management | 6.1M | $111M | 4% | Sep 2025 |
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| Schwartz Investment Counsel | 985k | $18M | -32% | Sep 2025 |
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| MRM-Horizon Advisors | 922k | $17M | 3% | Sep 2025 |
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| Jane Street | 706k | $13M | 281% | Sep 2025 |
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| Foundation Resource Management | 643k | $12M | 0% | Sep 2025 |
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| Citadel Advisors | 530k | $9.7M | 97% | Sep 2025 |
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| Moors & Cabot | 530k | $9.7M | 0% | Sep 2025 |
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| Susquehanna International | 393k | $7.2M | 32% | Sep 2025 |
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| Hosking Partners | 308k | $5.6M | 0% | Sep 2025 |
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| Morgan Stanley | 294k | $3.7M | 100% | Jun 2025 |
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| Commonwealth Equity Services | 291k | $5.3M | 9% | Sep 2025 |
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| Advisory Services Network | 246k | $4.5M | 0% | Sep 2025 |
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| Wells Fargo & Company | 242k | $4.4M | -1% | Sep 2025 |
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| LPL Financial | 234k | $4.3M | -1% | Sep 2025 |
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| Group One Trading | 175k | $3.2M | -11% | Sep 2025 |
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| UBS Group | 148k | $2.7M | 170% | Sep 2025 |
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| Lido Advisors | 118k | $2.2M | 0% | Sep 2025 |
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| BWM Planning | 104k | $1.9M | 1% | Sep 2025 |
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| Jpmorgan Chase & Co | 101k | $1.8M | 2157% | Sep 2025 |
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| Bessemer | 96k | $1.8M | 0% | Sep 2025 |
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| Raymond James Financial | 86k | $1.6M | 33% | Sep 2025 |
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| Atlas Wealth Partners | 85k | $1.6M | 10% | Sep 2025 |
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| HighTower Advisors | 71k | $1.3M | 75% | Sep 2025 |
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| Promethium Advisors | 68k | $1.3M | -4% | Sep 2025 |
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| Pathstone Holdings | 63k | $1.1M | 0% | Sep 2025 |
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| Essex Financial Services | 59k | $1.1M | 0% | Sep 2025 |
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| Capital Analysts | 54k | $992k | -23% | Sep 2025 |
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| Fielder Capital Group | 48k | $880k | 0% | Sep 2025 |
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| Simplex Trading | 46k | $838k | 342% | Sep 2025 |
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| Beacon Pointe Advisors | 45k | $824k | -67% | Sep 2025 |
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| Bradley, Foster & Sargent | 37k | $679k | -17% | Sep 2025 |
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| EagleClaw Capital Managment | 34k | $615k | -6% | Sep 2025 |
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| State of Wyoming | 33k | $600k | 17% | Sep 2025 |
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| Steward Partners Investment Advisory | 32k | $588k | 4% | Sep 2025 |
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| Beese Fulmer Investment Management | 32k | $583k | 0% | Sep 2025 |
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| Kapitalo Investimentos | 31k | $560k | 161% | Sep 2025 |
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| Captrust Financial Advisors | 30k | $542k | 3% | Sep 2025 |
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| Fruth Investment Management | 25k | $463k | 0% | Sep 2025 |
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| Puplava Financial Services | 25k | $456k | 0% | Sep 2025 |
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| Ronald Blue Trust | 21k | $382k | 2% | Sep 2025 |
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| Ameriprise Financial | 20k | $373k | 18% | Sep 2025 |
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| Ingalls & Snyder | 20k | $370k | 0% | Sep 2025 |
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| Resurgent Financial Advisors | 20k | $365k | 0% | Sep 2025 |
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| Stratos Wealth Partners | 19k | $355k | -4% | Sep 2025 |
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| CI Private Wealth | 19k | $344k | 100% | Sep 2025 |
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| Capital Investment Advisors | 18k | $335k | 0% | Sep 2025 |
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| State Street Corporation | 18k | $332k | -3% | Sep 2025 |
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| Welch Group | 18k | $325k | 0% | Sep 2025 |
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| SCS Capital Management | 17k | $318k | 100% | Sep 2025 |
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| Creative Planning | 17k | $306k | 12% | Sep 2025 |
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| Family Management Corporation | 15k | $269k | 17% | Sep 2025 |
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| Avondale Wealth Management | 15k | $265k | 93% | Sep 2025 |
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| Hrt Financial | 14k | $247k | 100% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 13k | $222k | 14% | Sep 2025 |
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| Warren Averett Asset Management | 13k | $231k | 0% | Sep 2025 |
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| Ironwood Wealth Management | 12k | $225k | 0% | Sep 2025 |
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| First Financial Bankshares | 12k | $219k | 0% | Sep 2025 |
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| Clark Asset Management | 10k | $183k | 0% | Sep 2025 |
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| Virtus Investment Advisers | 9.6k | $175k | -33% | Sep 2025 |
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| Russell Investments | 9.4k | $171k | -23% | Sep 2025 |
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| Royal Bank of Canada | 9.2k | $168k | 44% | Sep 2025 |
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| Union Bankshares | 7.6k | $138k | 16% | Sep 2025 |
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| Pnc Financial Services | 5.9k | $108k | 0% | Sep 2025 |
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| Access Investment Management | 4.0k | $73k | -23% | Sep 2025 |
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| Goss Wealth Management | 3.8k | $69k | 0% | Sep 2025 |
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| Advisor Group Holdings | 2.5k | $46k | 7% | Sep 2025 |
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| Golden State Wealth Management | 2.4k | $45k | 0% | Sep 2025 |
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| Foster Dykema Cabot & Partners | 2.2k | $40k | 100% | Sep 2025 |
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| Lummis Asset Management | 1.9k | $34k | 0% | Sep 2025 |
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| Signature Resources Capital Management | 1.8k | $33k | 0% | Sep 2025 |
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| Tower Research Capital | 1.8k | $33k | 2882% | Sep 2025 |
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| Geneos Wealth Management | 1.5k | $27k | 100% | Sep 2025 |
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| Principia Wealth Advisory | 1.3k | $17k | 0% | Jun 2025 |
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| Alerus Financial | 1.0k | $18k | 0% | Sep 2025 |
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| Manchester Capital Management | 890.00 | $16k | 19% | Sep 2025 |
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| WealthCollab | 371.00 | $6.8k | 130% | Sep 2025 |
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| SJS Investment Consulting | 333.00 | $6.1k | -25% | Sep 2025 |
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| Country Trust Bank | 300.00 | $5.5k | 0% | Sep 2025 |
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| Harbour Investments | 282.00 | $5.1k | -6% | Sep 2025 |
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| PFS Partners | 200.00 | $3.7k | 100% | Sep 2025 |
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| Global Retirement Partners | 200.00 | $3.7k | 100% | Sep 2025 |
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| CoreCap Advisors | 200.00 | $3.7k | 0% | Sep 2025 |
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| Fortis Group Advisors | 200.00 | $3.7k | 0% | Sep 2025 |
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| Assetmark | 142.00 | $2.6k | 0% | Sep 2025 |
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| Winnow Wealth | 129.00 | $2.5k | -77% | Sep 2025 |
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| Signature | 87.00 | $1.6k | 0% | Sep 2025 |
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| Sunbelt Securities | 86.00 | $1.6k | 1% | Sep 2025 |
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| TD Waterhouse Canada | 45.00 | $823.999500 | 100% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 34.00 | $620.000200 | 100% | Sep 2025 |
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| Farther Finance Advisors | 25.00 | $456.000000 | 100% | Sep 2025 |
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| Wolff Wiese Magana | 18.00 | $327.999600 | 0% | Sep 2025 |
|
| Anfield Capital Management | 7.00 | $127.999900 | 0% | Sep 2025 |
|
Who sold out of Permian Basin Royalty Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Peak6 | Jun 2025 | 87k | $1.1M |
| XTX Topco | Jun 2025 | 15k | $188k |
| Cambridge Investment Research Advisors | Jun 2025 | 12k | $154k |
| Lazard Asset Management | Jun 2025 | 9.1k | $113k |
| Bank Of Oklahoma National Association / | Jun 2025 | 462.00 | $5.8k |
| Mid-American Wealth Advisory Group | Jun 2025 | 437.00 | $5.4k |
| Caitong International Asset Management | Jun 2025 | 389.00 | $4.8k |
| Us Bancorp | Jun 2025 | 300.00 | $3.7k |
| Ameritas Advisory Services | Jun 2025 | 182.00 | $2.3k |
| Zrc Wealth Management | Jun 2025 | 100.00 | $1.2k |