Latest Institutional Transactions on Permian Basin Royalty Trust (PBT)
This table provides information on the latest institutional transactions involving Permian Basin Royalty Trust (PBT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
632+ 33.26% |
$6.64K - $7.59K
|
2.53K
$26.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
84+ 65.63% |
$882 - $1.01K
|
212
$2.24K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
8.21K+ 77.63% |
$86.2K - $98.6K
|
18.8K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$106K - $121K
|
10.1K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-562- 47.79% |
$5.9K - $6.75K
|
614
$6.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.6K+ 97.89% |
$279K - $319K
|
53.7K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18+ 1.07% |
$189 - $216
|
1.7K
$17.9K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-525- 1.76% |
$5.51K - $6.31K
|
29.3K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.98K+ 32.53% |
$52.3K - $59.8K
|
20.3K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
454+ 3.27% |
$4.77K - $5.45K
|
14.3K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-165K- 64.14% |
$1.73M - $1.98M
|
92.4K
$976K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.7K- 28.52% |
$70.4K - $80.5K
|
16.8K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.76K+ 9.43% |
$18.4K - $21.1K
|
20.4K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75K- 72.35% |
$788K - $901K
|
28.7K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
462New |
$4.85K - $5.55K
|
462
$4.88K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1K- 7.33% |
$10.5K - $12K
|
12.7K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.0% |
$10.5 - $12
|
28.7K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
57.5K+ 201.05% |
$604K - $691K
|
86.1K
$910K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-54.5K- 50.09% |
$572K - $655K
|
54.3K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
32.5K+ 91.04% |
$341K - $390K
|
68.2K
$721K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.97K+ 9.15% |
$52.1K - $59.6K
|
59.2K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.01K- 9.71% |
$10.6K - $12.2K
|
9.43K
$99.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
25.8KNew |
$271K - $310K
|
25.8K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.03% |
$315 - $360
|
97.8K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Soft Vest Advisors, LLC
Abilene, TX |
BUY
|
- |
51.5K+ 1.18% |
$541K - $619K
|
4.43M
$46.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14KNew |
$147K - $168K
|
14K
$148K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.56K- 6.7% |
$58.4K - $66.8K
|
77.4K
$818K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
300+ 3.28% |
$3.15K - $3.6K
|
9.45K
$99.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Hosking Partners LLP
|
BUY
|
- |
26.8K+ 12.57% |
$281K - $321K
|
240K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.06K+ 0.03% |
$11.1K - $12.7K
|
3.68M
$38.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.19% |
$10.5 - $12
|
85
$898
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.69K- 3.45% |
$28.2K - $32.3K
|
75.1K
$794K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3K- 48.08% |
$31.5K - $36K
|
3.24K
$34.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.01KNew |
$73.6K - $84.1K
|
7.01K
$74.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
40.8KNew |
$428K - $490K
|
40.8K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
70.4KNew |
$739K - $846K
|
70.4K
$744K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.89K- 12.63% |
$61.9K - $70.8K
|
40.8K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-7K- 12.68% |
$73.5K - $84.1K
|
48.2K
$510K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
75.1K+ 16.32% |
$788K - $902K
|
535K
$5.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.27KNew |
$97.3K - $111K
|
9.27K
$98K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.9K- 13.09% |
$429K - $491K
|
272K
$2.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
925+ 2.29% |
$9.71K - $11.1K
|
41.4K
$437K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.21K+ 1.98% |
$12.7K - $14.5K
|
62.2K
$658K
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.16KNew |
$85.7K - $98K
|
8.16K
$86.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
435+ 145.48% |
$4.57K - $5.22K
|
734
$7.76K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.1KNew |
$159K - $182K
|
15.1K
$160K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
20KNew |
$210K - $240K
|
20K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
300New |
$3.15K - $3.6K
|
300
$3.17K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
908+ 4.76% |
$9.53K - $10.9K
|
20K
$211K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
34+ 0.52% |
$357 - $408
|
6.56K
$69.3K
|