Captrust Financial Advisors Permian Basin Royalty Trust Transaction History
Captrust Financial Advisors
- $30 Billion
- Q1 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 28,650 shares of PBT stock, worth $321,166. This represents 0.0% of its overall portfolio holdings.
Number of Shares
28,650
Previous 107,958
73.46%
Holding current value
$321,166
Previous $1.51 Million
77.04%
% of portfolio
0.0%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding PBT
# of Institutions
92Shares Held
13.3MCall Options Held
74.4KPut Options Held
171K-
Soft Vest Advisors, LLC Abilene, TX4.3MShares$48.2 Million17.57% of portfolio
-
Horizon Kinetics Asset Management LLC3.55MShares$39.7 Million0.87% of portfolio
-
Schwartz Investment Counsel Inc Plymouth, MI982KShares$11 Million0.46% of portfolio
-
Foundation Resource Management Inc683KShares$7.65 Million1.3% of portfolio
-
Hosking Partners LLP455KShares$5.1 Million0.21% of portfolio
About PERMIAN BASIN ROYALTY TRUST
- Ticker PBT
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Midstream
- Shares Outstandng 46,608,800
- Market Cap $522M
- 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, ...