Captrust Financial Advisors Permian Basin Royalty Trust Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
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 $528,609. This represents 0.0% of its overall portfolio holdings.
Number of Shares
28,682
Previous 28,682
-0.0%
Holding current value
$528,609
Previous $284,000
25.7%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding PBT
# of Institutions
115Shares Held
19.3MCall Options Held
93.1KPut Options Held
582K-
Soft Vest Advisors, LLC Abilene, TX6.21MShares$114 Million9.72% of portfolio
-
Horizon Kinetics Asset Management LLC5.84MShares$108 Million0.98% of portfolio
-
Schwartz Investment Counsel Inc Plymouth, MI985KShares$18.1 Million0.66% of portfolio
-
Mad River Investors922KShares$17 Million8.41% of portfolio
-
Foundation Resource Management Inc643KShares$11.8 Million1.74% of portfolio
About PERMIAN BASIN ROYALTY TRUST
- Ticker PBT
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Midstream
- Shares Outstandng 46,608,800
- Market Cap $859M
- 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, ...