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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
164K+ 126.29% |
$1.44M - $2.04M
|
293K
$4.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
85.4K+ 64.31% |
$752K - $1.06M
|
218K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-57.3K- 86.24% |
$505K - $714K
|
9.14K
$150K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.77K+ 26.97% |
$24.4K - $34.5K
|
13K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.21K+ 23.0% |
$28.3K - $40K
|
17.2K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
884+ 0.36% |
$7.79K - $11K
|
245K
$4.03M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 53.05% |
$11.5K - $16.2K
|
3.76K
$61.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.1K- 19.39% |
$116K - $164K
|
54.6K
$897K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
968+ 5.48% |
$8.53K - $12.1K
|
18.6K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
200New |
$1.76K - $2.49K
|
200
$3.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Soft Vest Advisors, LLC
Abilene, TX |
BUY
|
- |
1.78M+ 40.11% |
$15.7M - $22.1M
|
6.21M
$102M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
12.6KNew |
$111K - $157K
|
12.6K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.2K+ 145.1% |
$336K - $476K
|
64.5K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.25K- 98.66% |
$55.1K - $77.9K
|
85
$1.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
100K+ 261.2% |
$884K - $1.25M
|
139K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.3KNew |
$408K - $577K
|
46.3K
$761K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-21.8K- 16.18% |
$192K - $272K
|
113K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-878- 93.6% |
$7.74K - $10.9K
|
60
$985
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
87.5K+ 160.35% |
$771K - $1.09M
|
142K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.04K+ 19.29% |
$9.14K - $12.9K
|
6.41K
$105K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.86K- 8.88% |
$60.4K - $85.4K
|
70.3K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-299- 11.17% |
$2.63K - $3.73K
|
2.38K
$39.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.6KNew |
$164K - $232K
|
18.6K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
949+ 7.07% |
$8.36K - $11.8K
|
14.4K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1K- 0.84% |
$8.81K - $12.5K
|
118K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
84+ 0.06% |
$740 - $1.05K
|
139K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1KNew |
$8.81K - $12.5K
|
1K
$16.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
181K+ 1116.47% |
$1.6M - $2.26M
|
198K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
71KNew |
$626K - $885K
|
71K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$139K - $196K
|
15.7K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41+ 0.13% |
$361 - $511
|
30.9K
$507K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.71M+ 41.25% |
$15M - $21.3M
|
5.84M
$95.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-62.9K- 50.0% |
$554K - $784K
|
62.9K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-986- 0.42% |
$8.69K - $12.3K
|
236K
$3.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
300New |
$2.64K - $3.74K
|
300
$4.93K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.1KNew |
$133K - $188K
|
15.1K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
45KNew |
$396K - $560K
|
45K
$738K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 39.87% |
$102K - $144K
|
40.5K
$666K
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-60.6K- 45.97% |
$534K - $755K
|
71.2K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.9K+ 14.54% |
$16.8K - $23.7K
|
15K
$246K
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
4K+ 12.62% |
$35.2K - $49.8K
|
35.7K
$586K
|
|
|
Aug 07, 2025
Q2 2025
|
Hosking Partners LLP
|
BUY
|
- |
3.58K+ 1.17% |
$31.6K - $44.6K
|
309K
$5.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.3K- 3.91% |
$11.5K - $16.2K
|
31.9K
$524K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.52KNew |
$57.5K - $81.3K
|
6.52K
$107K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.46K+ 3.29% |
$74.5K - $105K
|
266K
$4.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-53.3K- 83.69% |
$470K - $664K
|
10.4K
$171K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
22.9K+ 4.52% |
$202K - $286K
|
530K
$8.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
9.8K+ 14.55% |
$86.3K - $122K
|
77.2K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 19.27% |
$10.9K - $15.4K
|
5.18K
$85K
|