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 | 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 | 683k | $8.3M | 1% | Mar 2024 |
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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 | 252k | $3.1M | -2% | Mar 2024 |
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| Wells Fargo & Company | 238k | $3.3M | -22% | Dec 2023 |
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| Beacon Pointe Advisors | 147k | $2.1M | 3% | Dec 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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| Essex Financial Services | 66k | $795k | -2% | Mar 2024 |
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| Fielder Capital Group | 55k | $668k | -10% | Mar 2024 |
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| Kingswood Wealth Advisors | 55k | $663k | -53% | Mar 2024 |
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| Capital Analysts | 55k | $761k | 0% | 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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| Raymond James & Associates | 35k | $423k | -34% | Mar 2024 |
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| EagleClaw Capital Managment | 34k | $474k | -1% | Dec 2023 |
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| Beese Fulmer Investment Management | 34k | $405k | -9% | Mar 2024 |
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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 | $306k | 0% | Mar 2024 |
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| Navellier & Associates | 22k | $312k | 92% | Dec 2023 |
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| Capital Investment Advisors | 22k | $265k | 0% | Mar 2024 |
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| Advisory Alpha | 21k | $294k | -49% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 21k | $251k | 100% | Mar 2024 |
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| Ronald Blue Trust | 20k | $434k | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 19k | $233k | -6% | Mar 2024 |
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| Bank of America Corporation | 19k | $259k | -26% | Dec 2023 |
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| PFG Investments | 17k | $209k | 100% | Mar 2024 |
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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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| Simplex Trading | 13k | $160k | 658% | Mar 2024 |
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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 | $130k | 0% | Mar 2024 |
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| Advisor Group Holdings | 11k | $147k | -20% | Dec 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 | $68k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 4.5k | $63k | 105% | Dec 2023 |
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| Jpmorgan Chase & Co | 1.9k | $27k | -61% | Dec 2023 |
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| Global Retirement Partners | 1.8k | $22k | 0% | Mar 2024 |
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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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| Sugarloaf Wealth Management | 1.0k | $12k | 100% | Mar 2024 |
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| Gradient Investments | 1.0k | $12k | 0% | Mar 2024 |
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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 | $9.0k | 0% | Mar 2024 |
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| Harbour Investments | 528.00 | $7.4k | 1% | Dec 2023 |
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| Newbridge Financial Services Group | 463.00 | $5.6k | 1% | Mar 2024 |
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| CVA Family Office | 463.00 | $6.5k | 100% | Dec 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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| SJS Investment Consulting | 140.00 | $1.7k | 100% | Mar 2024 |
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| CWM | 100.00 | $1.0k | 0% | Mar 2024 |
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| Hartland & Co | 82.00 | $1.1k | 1% | Dec 2023 |
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Who sold out of Permian Basin Royalty Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Caption Management | Sep 2023 | 50k | $1.1M |
| Quadrature Capital | Sep 2023 | 43k | $909k |
| Wolverine Trading | Sep 2023 | 16k | $346k |
| Schonfeld Strategic Advisors | Sep 2023 | 10k | $219k |
| Titleist Asset Management | Sep 2023 | 9.6k | $203k |
| Lazard Asset Management | Sep 2023 | 8.4k | $178k |
| 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 |