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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.18% |
$12.5 - $18.8
|
86
$1.76K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1K+ 3.49% |
$12.5K - $18.8K
|
29.7K
$607K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
29+ 0.01% |
$361 - $546
|
246K
$5.04M
|
|
|
Nov 17, 2025
Q3 2025
|
Avondale Wealth Management
|
BUY
|
- |
7K+ 93.33% |
$87.2K - $132K
|
14.5K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
118KNew |
$1.47M - $2.22M
|
118K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-18K- 8.25% |
$224K - $339K
|
200K
$4.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
157+ 6.61% |
$1.96K - $2.96K
|
2.53K
$51.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.09K+ 18.0% |
$38.5K - $58.2K
|
20.3K
$414K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.73K+ 2881.67% |
$21.5K - $32.6K
|
1.79K
$36.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
499+ 0.42% |
$6.22K - $9.4K
|
118K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
259K+ 4.44% |
$3.23M - $4.88M
|
6.1M
$125M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-550- 2.95% |
$6.85K - $10.4K
|
18.1K
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-15.9K- 22.67% |
$199K - $300K
|
54.4K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.6KNew |
$169K - $255K
|
13.6K
$277K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.8KNew |
$235K - $355K
|
18.8K
$385K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.8K+ 136.73% |
$222K - $336K
|
30.9K
$631K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-148K- 50.28% |
$1.84M - $2.78M
|
146K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.03% |
$12.5 - $18.8
|
3.76K
$76.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.5K+ 33.35% |
$268K - $405K
|
86K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-2.81K- 3.95% |
$35K - $52.9K
|
68.4K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.78K+ 11.89% |
$22.2K - $33.6K
|
16.8K
$343K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
153K+ 135.08% |
$1.9M - $2.87M
|
265K
$5.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
105K+ 74.14% |
$1.31M - $1.98M
|
247K
$5.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
140+ 18.67% |
$1.74K - $2.64K
|
890
$18.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
82+ 0.02% |
$1.02K - $1.54K
|
530K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-2K- 5.6% |
$24.9K - $37.7K
|
33.7K
$689K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.78K- 22.9% |
$34.6K - $52.3K
|
9.35K
$191K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.55K- 1.45% |
$44.3K - $66.9K
|
242K
$4.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
92.9K+ 170.08% |
$1.16M - $1.75M
|
148K
$3.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2.12K+ 16.83% |
$26.5K - $40K
|
14.7K
$301K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
17.3KNew |
$215K - $326K
|
17.3K
$354K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
210+ 130.43% |
$2.62K - $3.95K
|
371
$7.58K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-93.5K- 67.44% |
$1.16M - $1.76M
|
45.1K
$922K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
216K+ 466.31% |
$2.69M - $4.07M
|
262K
$5.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
305K+ 219.68% |
$3.8M - $5.74M
|
443K
$9.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-4.77K- 33.21% |
$59.5K - $89.9K
|
9.6K
$196K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
35.5K+ 342.21% |
$443K - $669K
|
45.9K
$939K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.32K+ 4.28% |
$16.5K - $24.9K
|
32.2K
$659K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-22.7K- 11.5% |
$283K - $428K
|
175K
$3.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17- 5.69% |
$212 - $320
|
282
$5.76K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.09K- 0.89% |
$26.1K - $39.4K
|
234K
$4.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.19KNew |
$27.3K - $41.3K
|
2.19K
$44.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Soft Vest Advisors, LLC
Abilene, TX |
BUY
|
- |
10.5K+ 0.17% |
$131K - $197K
|
6.22M
$127M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-7.82K- 17.38% |
$97.4K - $147K
|
37.2K
$760K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
96.4K+ 2157.19% |
$1.2M - $1.82M
|
101K
$2.06M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.6K+ 75.38% |
$381K - $575K
|
71.1K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-840- 4.14% |
$10.5K - $15.8K
|
19.4K
$397K
|
|
|
Nov 04, 2025
Q3 2025
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 22.75% |
$14.7K - $22.2K
|
4K
$81.8K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.66K+ 16.51% |
$58.1K - $87.7K
|
32.9K
$672K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.06K+ 16.22% |
$13.2K - $19.9K
|
7.58K
$155K
|
|