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Permian Basin Royalty Trust shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Permian Basin Royalty Trust (PBT) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Permian Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including Permian Basin Royalty Trust held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Permian Basin Royalty Trust by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 147k 14.00
2023-09-30 $3.0M 143k 21.22
2023-06-30 $4.4M 176k 24.94
2023-03-31 $2.8M 115k 24.40
2022-12-31 $4.4M 173k 25.17

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View all positions for Beacon Pointe Advisors

Top funds holding Permian Basin Royalty Trust

Horizon Kinetics Asset Management
Schwartz Investment Counsel
Foundation Resource Management
UBS Group
Citadel Advisors
Moors & Cabot
MRM-Horizon Advisors
Wells Fargo & Company
Beacon Pointe Advisors
Captrust Financial Advisors
Pathstone Holdings
Commonwealth Equity Services
Essex Financial Services
Fielder Capital Group
Kingswood Wealth Advisors

View all funds holding Permian Basin Royalty Trust