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 03, 2025
Q3 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
18.9K+ 160.84% |
$236K - $356K
|
30.7K
$565K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
45New |
$561 - $847
|
45
$829
|
|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
7.43K+ 9.62% |
$92.5K - $140K
|
84.6K
$1.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.57K+ 13.76% |
$19.6K - $29.6K
|
13K
$240K
|
|
|
Oct 29, 2025
Q3 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-465K- 32.08% |
$5.79M - $8.76M
|
985K
$18.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Hosking Partners LLP
|
SELL
|
- |
-1.1K- 0.36% |
$13.7K - $20.6K
|
307K
$5.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$12.5 - $18.8
|
18.4K
$338K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.9K+ 9.35% |
$310K - $468K
|
291K
$5.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5KNew |
$18.7K - $28.2K
|
1.5K
$27.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-109- 24.66% |
$1.36K - $2.05K
|
333
$6.14K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 100.0% |
$1.25K - $1.88K
|
200
$3.69K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
200New |
$2.49K - $3.77K
|
200
$3.69K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
500+ 2.45% |
$6.23K - $9.42K
|
20.9K
$386K
|
|
|
Oct 14, 2025
Q3 2025
|
Mad River Investors
|
BUY
|
- |
38.3K+ 4.33% |
$477K - $721K
|
922K
$17M
|
|
|
Oct 14, 2025
Q3 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-750- 0.12% |
$9.35K - $14.1K
|
643K
$11.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25New |
$312 - $471
|
25
$461
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3- 0.13% |
$26.4 - $37.4
|
2.38K
$43.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
189K+ 327.88% |
$1.66M - $2.35M
|
246K
$4.54M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.9K- 9.31% |
$25.5K - $36.1K
|
28.2K
$520K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
164K+ 126.29% |
$1.44M - $2.04M
|
293K
$5.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
200New |
$1.76K - $2.49K
|
200
$3.69K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-57.3K- 86.24% |
$505K - $714K
|
9.14K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.77K+ 26.97% |
$24.4K - $34.5K
|
13K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
85.4K+ 64.31% |
$752K - $1.06M
|
218K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.21K+ 23.0% |
$28.3K - $40K
|
17.2K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 53.05% |
$11.5K - $16.2K
|
3.76K
$69.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.1K- 19.39% |
$116K - $164K
|
54.6K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
968+ 5.48% |
$8.53K - $12.1K
|
18.6K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Soft Vest Advisors, LLC
Abilene, TX |
BUY
|
- |
1.78M+ 40.11% |
$15.7M - $22.1M
|
6.21M
$114M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
12.6KNew |
$111K - $157K
|
12.6K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.04K+ 19.29% |
$9.14K - $12.9K
|
6.41K
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-878- 93.6% |
$7.74K - $10.9K
|
60
$1.11K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.2K+ 145.1% |
$336K - $476K
|
64.5K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.25K- 98.66% |
$55.1K - $77.9K
|
85
$1.57K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
100K+ 261.2% |
$884K - $1.25M
|
139K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.3KNew |
$408K - $577K
|
46.3K
$854K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-21.8K- 16.18% |
$192K - $272K
|
113K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
87.5K+ 160.35% |
$771K - $1.09M
|
142K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
884+ 0.36% |
$7.79K - $11K
|
245K
$4.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
949+ 7.07% |
$8.36K - $11.8K
|
14.4K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.6KNew |
$164K - $232K
|
18.6K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$139K - $196K
|
15.7K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1K- 0.84% |
$8.81K - $12.5K
|
118K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
84+ 0.06% |
$740 - $1.05K
|
139K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1KNew |
$8.81K - $12.5K
|
1K
$18.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
181K+ 1116.47% |
$1.6M - $2.26M
|
198K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
71KNew |
$626K - $885K
|
71K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.86K- 8.88% |
$60.4K - $85.4K
|
70.3K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
300New |
$2.64K - $3.74K
|
300
$5.53K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41+ 0.13% |
$361 - $511
|
30.9K
$569K
|
|