Who owns Permian Basin Royalty Trust?

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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 4.1M $88M 0% Sep 2023
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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 677k $9.5M 0% Dec 2023
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Hosking Partners 471k $10M 6% Sep 2023
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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 257k $3.6M -23% Dec 2023
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Morgan Stanley 251k $5.3M -17% Sep 2023
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Wells Fargo & Company 238k $3.3M -22% Dec 2023
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Susquehanna International 235k $5.0M 40% Sep 2023
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LPL Financial 175k $3.7M 4% Sep 2023
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Beacon Pointe Advisors 147k $2.1M 3% Dec 2023
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Kingswood Wealth Advisors 118k $1.6M -17% Dec 2023
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Pathstone Family Office 110k $2.3M 0% Sep 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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Santa Monica Partners 87k $1.8M 0% Sep 2023
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Essex Financial Services 67k $932k 26% Dec 2023
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Fielder Capital Group 62k $861k 100% Dec 2023
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Capital Analysts 55k $761k 0% Dec 2023
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Raymond James & Associates 53k $734k -24% 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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Group One Trading 43k $921k 514% Sep 2023
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Quadrature Capital 43k $909k 279% Sep 2023
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Beese Fulmer Investment Management 37k $516k 0% Dec 2023
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EagleClaw Capital Managment 34k $474k -1% Dec 2023
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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 $355k 0% Dec 2023
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Navellier & Associates 22k $312k 92% Dec 2023
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Capital Investment Advisors 22k $309k 0% Dec 2023
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Advisory Alpha 21k $294k -49% Dec 2023
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Cambridge Investment Research Advisors 21k $287k -3% Dec 2023
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Ronald Blue Trust 20k $434k 0% Dec 2023
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Qube Research & Technologies 19k $402k 97% Sep 2023
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Bank of America Corporation 19k $259k -26% Dec 2023
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Ameriprise Financial 18k $374k 100% Sep 2023
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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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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 $151k 0% Dec 2023
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Advisor Group Holdings 11k $147k -20% Dec 2023
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Multi-Financial Securities 10k $222k 0% Sep 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 $78k 0% Dec 2023
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Steward Partners Investment Advisory 4.5k $63k 105% Dec 2023
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Dorsey Wright & Associates 3.4k $72k -3% Sep 2023
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Jpmorgan Chase & Co 1.9k $27k -61% Dec 2023
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Global Retirement Partners 1.8k $26k -31% Dec 2023
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Simplex Trading 1.7k $24k 52% Dec 2023
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Quantbot Technologies 1.7k $37k -66% Sep 2023
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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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Gradient Investments 1.0k $14k 100% Dec 2023
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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 $11k 0% Dec 2023
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Goss Wealth Management 650.00 $14k 1% Sep 2023
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Harbour Investments 528.00 $7.4k 1% Dec 2023
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Brian McDonald 501.00 $11k 100% Sep 2023
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CVA Family Office 463.00 $6.5k 100% Dec 2023
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Newbridge Financial Services Group 450.00 $9.6k 100% Sep 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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CWM 100.00 $1.0k 0% Dec 2023
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Hartland & Co 82.00 $1.1k 1% Dec 2023
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Antonetti Capital Management 10.00 $213.000000 0% Sep 2023
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Tower Research Capital 9.00 $190.999800 -100% Sep 2023
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Who sold out of Permian Basin Royalty Trust?

Fund or Company Name Date Sold Shares Held Valued At
Sinecera Capital Sep 2023 123k $2.6M
Caption Management Sep 2023 50k $1.1M
Wolverine Trading Sep 2023 16k $346k
SeaCrest Wealth Management Sep 2023 15k $316k
Loring Wolcott Coolidge Fa Sep 2023 14k $264k
Wealth Enhancement Advisory Services Sep 2023 12k $245k
Schonfeld Strategic Advisors Sep 2023 10k $219k
Titleist Asset Management Sep 2023 9.6k $203k
Stratos Wealth Partners Sep 2023 9.5k $201k
Lazard Asset Management Sep 2023 8.4k $178k
Fifth Third Bancorp Sep 2023 5.6k $119k
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
Cary Street Partner Investment Advisory Sep 2023 75.00 $1.6k