Captrust Financial Advisors Permian Basin Royalty Trust Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
A detailed history of Captrust Financial Advisors transactions in Permian Basin Royalty Trust stock. As of the latest transaction made, Captrust Financial Advisors holds 28,682 shares of PBT stock, worth $368,850. This represents 0.0% of its overall portfolio holdings.
Number of Shares
28,682
Previous 28,681
-0.0%
Holding current value
$368,850
Previous $322,000
5.9%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding PBT
# of Institutions
98Shares Held
13.9MCall Options Held
124KPut Options Held
195K-
Soft Vest Advisors, LLC Abilene, TX4.43MShares$57 Million8.74% of portfolio
-
Horizon Kinetics Asset Management LLC3.68MShares$47.4 Million0.73% of portfolio
-
Schwartz Investment Counsel Inc Plymouth, MI1.4MShares$18 Million0.64% of portfolio
-
Foundation Resource Management Inc669KShares$8.61 Million1.23% of portfolio
-
Moors & Cabot, Inc. Boston, MA535KShares$6.88 Million0.32% of portfolio
About PERMIAN BASIN ROYALTY TRUST
- Ticker PBT
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Midstream
- Shares Outstandng 46,608,800
- Market Cap $599M
- Description
- Permian Basin Royalty Trust, an express trust, holds overriding royalty interests in various oil and gas properties in the United States. The company owns a 75% net overriding royalty interest in the Waddell Ranch properties comprising Dune, Judkins, McKnight, Tubb, Devonian, and Waddell fields located in Crane County, Texas. As of December 31, ...