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 |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management | 6.7M | $169M | 5% | Jun 2026 |
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| SoftVest Advisors | 6.2M | $156M | 0% | Jun 2026 |
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| MRM-Horizon Advisors | 1.0M | $25M | 0% | Jun 2026 |
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| Schwartz Investment Counsel | 934k | $23M | 0% | Jun 2026 |
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| Foundation Resource Management | 626k | $16M | -1% | Jun 2026 |
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| Moors & Cabot | 570k | $14M | -3% | Jun 2026 |
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| Commonwealth Equity Services | 424k | $11M | 58% | Jun 2026 |
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| Morgan Stanley | 301k | $6.5M | 34% | Mar 2026 |
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| Peak6 | 300k | $7.5M | 100% | Jun 2026 |
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| Hrt Financial | 276k | $6.9M | 62% | Jun 2026 |
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| Advisory Services Network | 250k | $6.2M | -1% | Jun 2026 |
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| MSRH | 240k | $5.2M | 1% | Mar 2026 |
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| Wells Fargo & Company | 220k | $5.5M | -5% | Jun 2026 |
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| Steel Peak Wealth Management | 213k | $5.4M | -9% | Jun 2026 |
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| Beacon Pointe Advisors | 213k | $5.3M | 35% | Jun 2026 |
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| Sei Investments | 211k | $5.3M | -50% | Jun 2026 |
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| LPL Financial | 198k | $5.0M | -6% | Jun 2026 |
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| Lido Advisors | 118k | $3.0M | -3% | Jun 2026 |
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| Jpmorgan Chase & Co | 109k | $2.7M | 100% | Jun 2026 |
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| BWM Planning | 104k | $2.6M | 0% | Jun 2026 |
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| Raymond James Financial | 95k | $2.4M | 13% | Jun 2026 |
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| Atlas Wealth Partners | 82k | $2.1M | 1% | Jun 2026 |
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| Jane Street | 74k | $1.9M | 39% | Jun 2026 |
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| HighTower Advisors | 71k | $1.8M | -1% | Jun 2026 |
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| Promethium Advisors | 68k | $1.7M | 0% | Jun 2026 |
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| Bank of America Corporation | 64k | $1.6M | 25% | Jun 2026 |
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| Pathstone Holdings | 63k | $1.6M | 0% | Jun 2026 |
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| Essex Financial Services | 57k | $1.4M | -1% | Jun 2026 |
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| UBS Group | 55k | $1.4M | 56% | Jun 2026 |
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| Susquehanna International | 54k | $1.3M | 461% | Jun 2026 |
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| MOR Wealth Management | 53k | $1.3M | 0% | Jun 2026 |
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| Avondale Wealth Management | 46k | $1.2M | -6% | Jun 2026 |
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| Family Management Corporation | 43k | $1.1M | 97% | Jun 2026 |
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| Fielder Capital Group | 42k | $1.0M | 0% | Jun 2026 |
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| PKS Advisory Services | 41k | $1.0M | 100% | Jun 2026 |
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| Walleye Trading Advisors | 40k | $1.0M | 286% | Jun 2026 |
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| EagleClaw Capital Managment | 37k | $917k | 3% | Jun 2026 |
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| Capital Analysts | 35k | $864k | -40% | Jun 2026 |
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| XTX Topco | 33k | $835k | 100% | Jun 2026 |
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| Steward Partners Investment Advisory | 32k | $805k | 0% | Jun 2026 |
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| Citadel Advisors | 28k | $704k | 49% | Jun 2026 |
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| Captrust Financial Advisors | 27k | $673k | 0% | Jun 2026 |
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| Beese Fulmer Investment Management | 26k | $659k | -11% | Jun 2026 |
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| Fruth Investment Management | 25k | $636k | 0% | Jun 2026 |
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| Puplava Financial Services | 25k | $627k | 0% | Jun 2026 |
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| Group One Trading | 22k | $547k | 367% | Jun 2026 |
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| Royal Bank of Canada | 21k | $534k | 183% | Jun 2026 |
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| CI Private Wealth | 21k | $523k | 10% | Jun 2026 |
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| Ronald Blue Trust | 20k | $511k | 0% | Jun 2026 |
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| Resurgent Financial Advisors | 20k | $501k | 0% | Jun 2026 |
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| Stratos Wealth Partners | 20k | $491k | 0% | Jun 2026 |
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| Welch Group | 19k | $483k | 0% | Jun 2026 |
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| Ameriprise Financial | 19k | $465k | -7% | Jun 2026 |
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| Capital Investment Advisors | 18k | $460k | 0% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 17k | $436k | 100% | Jun 2026 |
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| Bradley, Foster & Sargent | 17k | $414k | -3% | Jun 2026 |
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| Kingswood Wealth Advisors | 15k | $370k | 19% | Jun 2026 |
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| Ingalls & Snyder | 13k | $330k | -28% | Jun 2026 |
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| Caption Management | 13k | $317k | 100% | Jun 2026 |
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| Ironwood Wealth Management | 12k | $345k | 0% | Jun 2026 |
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| First Financial Bankshares | 12k | $301k | 0% | Jun 2026 |
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| Quadrature Capital | 12k | $299k | -1% | Jun 2026 |
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| CIBC Bancorp USA | 10k | $254k | 100% | Jun 2026 |
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| Clark Asset Management | 10k | $250k | 0% | Jun 2026 |
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| Foundations Investment Advisors | 10k | $249k | 100% | Jun 2026 |
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| Reuter James Wealth Management | 9.3k | $232k | 100% | Jun 2026 |
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| Ethos Financial Group | 8.5k | $248k | 100% | Jun 2026 |
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| Toroso Investments | 8.4k | $211k | 100% | Jun 2026 |
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| Post Resch Tallon Group | 8.4k | $210k | 100% | Jun 2026 |
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| Argent Trust | 8.0k | $200k | 100% | Jun 2026 |
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| Union Bankshares | 7.6k | $190k | 0% | Jun 2026 |
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| Pnc Financial Services | 5.9k | $148k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 4.6k | $114k | 100% | Jun 2026 |
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| State of Wyoming | 3.9k | $96k | -75% | Jun 2026 |
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| Goss Wealth Management | 3.5k | $88k | 25% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 2.8k | $71k | -1% | Jun 2026 |
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| Simplex Trading | 2.7k | $67k | 417% | Jun 2026 |
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| CX Institutional | 2.1k | $53k | 80% | Jun 2026 |
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| Lummis Asset Management | 1.9k | $46k | 0% | Jun 2026 |
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| Signature Resources Capital Management | 1.8k | $45k | 0% | Jun 2026 |
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| Access Investment Management | 1.8k | $45k | -40% | Jun 2026 |
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| Geneos Wealth Management | 1.5k | $38k | 0% | Jun 2026 |
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| Signature | 1.4k | $36k | 1528% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 1.3k | $32k | -51% | Jun 2026 |
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| Advisor Group Holdings | 1.2k | $30k | 4% | Jun 2026 |
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| Beacon Investment Advisory Services | 1.0k | $25k | 0% | Jun 2026 |
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| United Financial Planning Group | 1.0k | $25k | 100% | Jun 2026 |
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| Smartleaf Asset Management | 1.0k | $25k | 0% | Jun 2026 |
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| JNBA Financial Advisors | 579.00 | $15k | 100% | Jun 2026 |
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| Milestone Group | 490.00 | $12k | 100% | Jun 2026 |
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| Webster Bank, N. A. | 417.00 | $10k | 0% | Jun 2026 |
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| Harbour Investments | 387.00 | $9.7k | 0% | Jun 2026 |
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| Medallion Wealth Advisors | 384.00 | $9.6k | 0% | Jun 2026 |
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| WealthCollab | 324.00 | $8.1k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 300.00 | $7.5k | 100% | Jun 2026 |
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| SJS Investment Consulting | 201.00 | $5.0k | 0% | Jun 2026 |
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| CoreCap Advisors | 200.00 | $5.0k | 0% | Jun 2026 |
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| Fortis Group Advisors | 200.00 | $5.0k | 0% | Jun 2026 |
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| International Assets Investment Management | 200.00 | $5.0k | 0% | Jun 2026 |
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| PFS Partners | 200.00 | $5.0k | 0% | Jun 2026 |
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| Assetmark | 189.00 | $4.7k | -6% | Jun 2026 |
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| Tower Research Capital | 147.00 | $3.7k | -88% | Jun 2026 |
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| Buck Wealth Strategies | 100.00 | $2.5k | 100% | Jun 2026 |
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| Sunbelt Securities | 87.00 | $1.9k | 0% | Mar 2026 |
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| TD Waterhouse Canada | 45.00 | $1.1k | 0% | Jun 2026 |
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| Wolff Wiese Magana | 18.00 | $448.999200 | 0% | Jun 2026 |
|
| Citigroup | 10.00 | $215.000000 | 100% | Mar 2026 |
|
Who sold out of Permian Basin Royalty Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hosking Partners | Mar 2026 | 280k | $6.0M |
| State Street Corporation | Dec 2025 | 18k | $305k |
| Warren Averett Asset Management | Mar 2026 | 13k | $273k |
| Russell Investments | Mar 2026 | 8.0k | $173k |
| Golden State Wealth Management | Mar 2026 | 2.4k | $53k |
| Barclays | Mar 2026 | 1.8k | $39k |
| Jones Financial Companies, L.L | Mar 2026 | 303.00 | $6.7k |
| Mcguire Capital Advisors | Mar 2026 | 47.00 | $1.0k |
| Farther Finance Advisors | Mar 2026 | 25.00 | $512.000000 |