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 | $134M | 0% | Mar 2026 |
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| Horizon Kinetics Asset Management | 6.2M | $105M | 1% | Dec 2025 |
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| MRM-Horizon Advisors | 1.0M | $22M | 2% | Mar 2026 |
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| Schwartz Investment Counsel | 934k | $20M | -3% | Mar 2026 |
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| Foundation Resource Management | 630k | $14M | -2% | Mar 2026 |
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| Moors & Cabot | 589k | $13M | 0% | Mar 2026 |
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| Sei Investments | 422k | $9.1M | 116% | Mar 2026 |
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| Susquehanna International | 349k | $5.9M | -11% | Dec 2025 |
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| Morgan Stanley | 301k | $6.5M | 34% | Mar 2026 |
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| Hosking Partners | 280k | $6.0M | -19% | Mar 2026 |
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| Commonwealth Equity Services | 269k | $5.8M | 4% | Mar 2026 |
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| Advisory Services Network | 247k | $4.2M | 0% | Dec 2025 |
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| MSRH | 240k | $5.2M | 1% | Mar 2026 |
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| Steel Peak Wealth Management | 235k | $5.1M | 100% | Mar 2026 |
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| Wells Fargo & Company | 231k | $5.0M | -4% | Mar 2026 |
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| LPL Financial | 211k | $4.5M | -8% | Mar 2026 |
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| Hrt Financial | 171k | $3.7M | 96% | Mar 2026 |
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| Lido Advisors | 122k | $2.6M | 0% | Mar 2026 |
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| BWM Planning | 104k | $2.2M | 0% | Mar 2026 |
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| Raymond James Financial | 99k | $1.7M | 15% | Dec 2025 |
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| Atlas Wealth Partners | 81k | $1.7M | -3% | Mar 2026 |
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| HighTower Advisors | 72k | $1.5M | 0% | Mar 2026 |
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| Promethium Advisors | 68k | $1.5M | 0% | Mar 2026 |
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| Pathstone Holdings | 63k | $1.4M | 0% | Mar 2026 |
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| Simplex Trading | 59k | $1.0M | 29% | Dec 2025 |
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| Capital Analysts | 58k | $1.2M | 3369% | Mar 2026 |
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| Essex Financial Services | 58k | $1.2M | -3% | Mar 2026 |
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| Jane Street | 53k | $1.1M | -93% | Mar 2026 |
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| MOR Wealth Management | 53k | $1.1M | 0% | Mar 2026 |
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| Bank of America Corporation | 51k | $1.1M | 100% | Mar 2026 |
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| Avondale Wealth Management | 49k | $1.1M | 8% | Mar 2026 |
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| Beacon Pointe Advisors | 45k | $765k | 0% | Dec 2025 |
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| Fielder Capital Group | 42k | $898k | -13% | Mar 2026 |
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| EagleClaw Capital Managment | 36k | $763k | 5% | Mar 2026 |
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| UBS Group | 35k | $760k | -28% | Mar 2026 |
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| Bradley, Foster & Sargent | 33k | $562k | -11% | Dec 2025 |
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| Steward Partners Investment Advisory | 32k | $693k | 0% | Mar 2026 |
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| Beese Fulmer Investment Management | 30k | $638k | -7% | Mar 2026 |
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| Captrust Financial Advisors | 30k | $502k | 0% | Dec 2025 |
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| Fruth Investment Management | 25k | $546k | 0% | Mar 2026 |
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| Puplava Financial Services | 25k | $425k | 0% | Dec 2025 |
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| Family Management Corporation | 22k | $468k | 0% | Mar 2026 |
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| Ronald Blue Trust | 20k | $439k | 0% | Mar 2026 |
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| Resurgent Financial Advisors | 20k | $430k | 0% | Mar 2026 |
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| Ameriprise Financial | 20k | $427k | 1% | Mar 2026 |
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| Stratos Wealth Partners | 20k | $421k | 1% | Mar 2026 |
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| Welch Group | 19k | $415k | 8% | Mar 2026 |
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| CI Private Wealth | 19k | $407k | 0% | Mar 2026 |
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| Citadel Advisors | 19k | $405k | -96% | Mar 2026 |
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| Capital Investment Advisors | 18k | $395k | 0% | Mar 2026 |
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| Ingalls & Snyder | 18k | $393k | 0% | Mar 2026 |
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| State Street Corporation | 18k | $305k | -1% | Dec 2025 |
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| State of Wyoming | 15k | $332k | -65% | Mar 2026 |
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| XTX Topco | 14k | $230k | 100% | Dec 2025 |
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| Warren Averett Asset Management | 13k | $215k | 0% | Dec 2025 |
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| Kingswood Wealth Advisors | 12k | $268k | 0% | Mar 2026 |
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| Ironwood Wealth Management | 12k | $265k | 0% | Mar 2026 |
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| First Financial Bankshares | 12k | $258k | 0% | Mar 2026 |
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| Walleye Trading Advisors | 11k | $225k | -16% | Mar 2026 |
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| Clark Asset Management | 10k | $215k | 0% | Mar 2026 |
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| Russell Investments | 8.0k | $173k | -14% | Mar 2026 |
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| Union Bankshares | 7.6k | $163k | 0% | Mar 2026 |
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| Royal Bank of Canada | 7.5k | $162k | -19% | Mar 2026 |
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| Pnc Financial Services | 5.9k | $127k | 0% | Mar 2026 |
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| Group One Trading | 4.7k | $101k | -97% | Mar 2026 |
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| Access Investment Management | 3.0k | $65k | -25% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 2.8k | $61k | 45% | Mar 2026 |
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| Goss Wealth Management | 2.8k | $60k | 0% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 2.6k | $55k | 471% | Mar 2026 |
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| Golden State Wealth Management | 2.4k | $53k | 0% | Mar 2026 |
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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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| Lummis Asset Management | 1.9k | $40k | 0% | Mar 2026 |
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| Signature Resources Capital Management | 1.8k | $39k | 0% | Mar 2026 |
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| Geneos Wealth Management | 1.5k | $32k | 0% | Mar 2026 |
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| Principia Wealth Advisory | 1.3k | $23k | 0% | Dec 2025 |
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| CX Institutional | 1.2k | $25k | 100% | Mar 2026 |
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| Beacon Investment Advisory Services | 1.0k | $22k | 100% | Mar 2026 |
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| Smartleaf Asset Management | 1.0k | $22k | 100% | Mar 2026 |
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| Webster Bank, N. A. | 417.00 | $9.0k | 100% | Mar 2026 |
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| Harbour Investments | 387.00 | $8.3k | 37% | Mar 2026 |
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| Medallion Wealth Advisors | 384.00 | $8.3k | 0% | Mar 2026 |
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| WealthCollab | 324.00 | $7.0k | -13% | Mar 2026 |
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| Barclays | 273.00 | $4.6k | 100% | Dec 2025 |
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| SJS Investment Consulting | 201.00 | $4.3k | -40% | Mar 2026 |
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| CoreCap Advisors | 200.00 | $4.3k | 0% | Mar 2026 |
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| PFS Partners | 200.00 | $4.3k | 0% | Mar 2026 |
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| International Assets Investment Management | 200.00 | $4.1k | 0% | Mar 2026 |
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| Assetmark | 200.00 | $4.3k | 41% | Mar 2026 |
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| Fortis Group Advisors | 200.00 | $4.3k | 0% | Mar 2026 |
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| Western Wealth Management | 140.00 | $3.0k | 100% | Mar 2026 |
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| Signature | 87.00 | $1.9k | 0% | Mar 2026 |
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| Sunbelt Securities | 87.00 | $1.9k | 0% | Mar 2026 |
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| TD Waterhouse Canada | 45.00 | $919.998000 | 0% | Mar 2026 |
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| Farther Finance Advisors | 25.00 | $512.000000 | 0% | Mar 2026 |
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| Wolff Wiese Magana | 18.00 | $385.999200 | 0% | Mar 2026 |
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| Citigroup | 10.00 | $215.000000 | 100% | Mar 2026 |
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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 |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 101k | $1.8M |
| SCS Capital Management | Dec 2025 | 17k | $294k |
| Creative Planning | Dec 2025 | 14k | $241k |
| Wealth Enhancement Advisory Services | Dec 2025 | 13k | $235k |
| Virtus Investment Advisers | Sep 2025 | 9.6k | $175k |
| Foster Dykema Cabot & Partners | Sep 2025 | 2.2k | $40k |
| Kestra Advisory Services | Dec 2025 | 1.6k | $28k |
| Caitong International Asset Management | Dec 2025 | 1.4k | $24k |
| Eagle Bay Advisors | Dec 2025 | 1.3k | $22k |
| Alerus Financial | Dec 2025 | 1.0k | $17k |
| Garton & Associates Financial Advisors | Dec 2025 | 617.00 | $11k |
| Country Trust Bank | Dec 2025 | 300.00 | $5.1k |
| Global Retirement Partners | Sep 2025 | 200.00 | $3.7k |
| Winnow Wealth | Dec 2025 | 135.00 | $2.3k |
| BlackRock | Dec 2025 | 50.00 | $849.000000 |