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 | $106M | 0% | Dec 2025 |
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| Horizon Kinetics Asset Management | 6.2M | $105M | 1% | Dec 2025 |
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| MRM-Horizon Advisors | 987k | $17M | 7% | Dec 2025 |
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| Schwartz Investment Counsel | 967k | $16M | -2% | Dec 2025 |
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| Jane Street | 731k | $12M | 4% | Dec 2025 |
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| Foundation Resource Management | 643k | $11M | 0% | Dec 2025 |
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| Moors & Cabot | 586k | $9.9M | 10% | Dec 2025 |
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| Citadel Advisors | 530k | $9.7M | 97% | Sep 2025 |
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| Susquehanna International | 349k | $5.9M | -11% | Dec 2025 |
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| Hosking Partners | 347k | $5.9M | 13% | Dec 2025 |
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| Commonwealth Equity Services | 259k | $4.4M | -11% | Dec 2025 |
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| Advisory Services Network | 247k | $4.2M | 0% | Dec 2025 |
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| Wells Fargo & Company | 241k | $4.1M | -1% | Dec 2025 |
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| LPL Financial | 230k | $3.9M | -2% | Dec 2025 |
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| Sei Investments | 195k | $3.3M | 100% | Dec 2025 |
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| Group One Trading | 165k | $2.8M | -6% | Dec 2025 |
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| Lido Advisors | 123k | $2.2M | 4% | Dec 2025 |
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| BWM Planning | 104k | $1.8M | 0% | Dec 2025 |
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| Jpmorgan Chase & Co | 101k | $1.8M | 100% | Sep 2025 |
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| Raymond James Financial | 99k | $1.7M | 15% | Dec 2025 |
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| Hrt Financial | 87k | $1.5M | 541% | Dec 2025 |
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| Atlas Wealth Partners | 84k | $1.4M | -1% | Dec 2025 |
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| HighTower Advisors | 72k | $1.2M | 1% | Dec 2025 |
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| Promethium Advisors | 68k | $1.2M | 0% | Dec 2025 |
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| Pathstone Holdings | 63k | $1.1M | 0% | Dec 2025 |
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| Essex Financial Services | 59k | $1.0M | 0% | Dec 2025 |
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| Simplex Trading | 59k | $1.0M | 29% | Dec 2025 |
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| MOR Wealth Management | 53k | $892k | 100% | Dec 2025 |
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| UBS Group | 49k | $838k | -67% | Dec 2025 |
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| Fielder Capital Group | 48k | $819k | 0% | Dec 2025 |
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| Avondale Wealth Management | 46k | $777k | 216% | Dec 2025 |
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| Beacon Pointe Advisors | 45k | $765k | 0% | Dec 2025 |
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| State of Wyoming | 44k | $752k | 35% | Dec 2025 |
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| EagleClaw Capital Managment | 34k | $572k | 0% | Dec 2025 |
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| Bradley, Foster & Sargent | 33k | $562k | -11% | Dec 2025 |
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| Steward Partners Investment Advisory | 32k | $547k | 0% | Dec 2025 |
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| Beese Fulmer Investment Management | 32k | $542k | 0% | Dec 2025 |
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| Captrust Financial Advisors | 30k | $502k | 0% | Dec 2025 |
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| Fruth Investment Management | 25k | $430k | 0% | Dec 2025 |
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| Puplava Financial Services | 25k | $456k | 0% | Sep 2025 |
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| Family Management Corporation | 22k | $369k | 47% | Dec 2025 |
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| Ronald Blue Trust | 20k | $347k | -2% | Dec 2025 |
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| Resurgent Financial Advisors | 20k | $340k | 0% | Dec 2025 |
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| Ameriprise Financial | 20k | $335k | -3% | Dec 2025 |
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| Stratos Wealth Partners | 20k | $331k | 0% | Dec 2025 |
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| CI Private Wealth | 19k | $320k | 0% | Dec 2025 |
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| Capital Investment Advisors | 18k | $312k | 0% | Dec 2025 |
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| Ingalls & Snyder | 18k | $310k | -10% | Dec 2025 |
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| State Street Corporation | 18k | $305k | -1% | Dec 2025 |
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| Welch Group | 18k | $302k | 0% | Dec 2025 |
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| SCS Capital Management | 17k | $294k | 0% | Dec 2025 |
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| Creative Planning | 14k | $241k | -15% | Dec 2025 |
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| XTX Topco | 14k | $230k | 100% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 13k | $235k | 1% | Dec 2025 |
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| Warren Averett Asset Management | 13k | $215k | 0% | Dec 2025 |
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| Kingswood Wealth Advisors | 12k | $211k | 100% | Dec 2025 |
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| Walleye Trading Advisors | 12k | $211k | 100% | Dec 2025 |
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| Ironwood Wealth Management | 12k | $217k | 0% | Dec 2025 |
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| First Financial Bankshares | 12k | $204k | 0% | Dec 2025 |
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| Clark Asset Management | 10k | $170k | 0% | Dec 2025 |
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| Virtus Investment Advisers | 9.6k | $175k | -33% | Sep 2025 |
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| Russell Investments | 9.4k | $159k | 0% | Dec 2025 |
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| Royal Bank of Canada | 9.2k | $168k | 44% | Sep 2025 |
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| Union Bankshares | 7.6k | $129k | 0% | Dec 2025 |
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| Pnc Financial Services | 5.9k | $100k | 0% | Dec 2025 |
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| Access Investment Management | 4.0k | $73k | 0% | Dec 2025 |
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| Goss Wealth Management | 2.8k | $47k | -26% | Dec 2025 |
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| Golden State Wealth Management | 2.4k | $42k | 0% | Dec 2025 |
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| Tower Research Capital | 2.1k | $36k | 19% | Dec 2025 |
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| Advisor Group Holdings | 2.0k | $34k | -20% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 2.0k | $33k | 100% | Dec 2025 |
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| Lummis Asset Management | 1.9k | $31k | 0% | Dec 2025 |
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| Signature Resources Capital Management | 1.8k | $31k | 0% | Dec 2025 |
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| Capital Analysts | 1.7k | $28k | -97% | Dec 2025 |
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| Kestra Advisory Services | 1.6k | $28k | 100% | Dec 2025 |
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| Geneos Wealth Management | 1.5k | $26k | 0% | Dec 2025 |
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| Caitong International Asset Management | 1.4k | $24k | 100% | Dec 2025 |
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| Principia Wealth Advisory | 1.3k | $23k | 0% | Dec 2025 |
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| Eagle Bay Advisors | 1.3k | $22k | 100% | Dec 2025 |
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| Alerus Financial | 1.0k | $17k | 0% | Dec 2025 |
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| Garton & Associates Financial Advisors | 617.00 | $11k | 100% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 450.00 | $7.6k | 1224% | Dec 2025 |
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| WealthCollab | 371.00 | $6.3k | 0% | Dec 2025 |
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| SJS Investment Consulting | 334.00 | $5.7k | 0% | Dec 2025 |
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| Country Trust Bank | 300.00 | $5.1k | 0% | Dec 2025 |
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| Harbour Investments | 282.00 | $4.8k | 0% | Dec 2025 |
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| Barclays | 273.00 | $4.6k | 100% | Dec 2025 |
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| CoreCap Advisors | 200.00 | $3.4k | 0% | Dec 2025 |
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| PFS Partners | 200.00 | $3.4k | 0% | Dec 2025 |
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| Fortis Group Advisors | 200.00 | $3.4k | 0% | Dec 2025 |
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| International Assets Investment Management | 200.00 | $3.4k | 100% | Dec 2025 |
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| Assetmark | 142.00 | $2.4k | 0% | Dec 2025 |
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| Winnow Wealth | 135.00 | $2.3k | 5% | Dec 2025 |
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| Signature | 87.00 | $1.5k | 0% | Dec 2025 |
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| Sunbelt Securities | 87.00 | $1.5k | 1% | Dec 2025 |
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| BlackRock | 50.00 | $849.000000 | 100% | Dec 2025 |
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| TD Waterhouse Canada | 45.00 | $763.002000 | 0% | Dec 2025 |
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| Farther Finance Advisors | 25.00 | $425.000000 | 0% | Dec 2025 |
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| Wolff Wiese Magana | 18.00 | $304.999200 | 0% | Dec 2025 |
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| Mcguire Capital Advisors | 2.00 | $34.000000 | 100% | Dec 2025 |
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Who sold out of Permian Basin Royalty Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bessemer | Sep 2025 | 96k | $1.8M |
| Kapitalo Investimentos | Sep 2025 | 31k | $560k |
| Foster Dykema Cabot & Partners | Sep 2025 | 2.2k | $40k |
| Manchester Capital Management | Sep 2025 | 890.00 | $16k |
| Global Retirement Partners | Sep 2025 | 200.00 | $3.7k |
| Anfield Capital Management | Sep 2025 | 7.00 | $127.999900 |