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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-435- 59.26% |
$4.21K - $5.29K
|
299
$3.89K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-86.9K- 14.63% |
$841K - $1.06M
|
507K
$6.6M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-3K- 8.65% |
$29K - $36.5K
|
31.7K
$412K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-55.3K- 18.92% |
$534K - $671K
|
237K
$3.08M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5K+ 25.0% |
$48.4K - $60.8K
|
25K
$325K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.27K+ 1.91% |
$12.2K - $15.4K
|
67.4K
$876K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
23.7K+ 105.08% |
$229K - $288K
|
46.3K
$602K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
286+ 1.86% |
$2.77K - $3.47K
|
15.7K
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-286- 2.62% |
$2.77K - $3.47K
|
10.7K
$139K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.5K+ 19.23% |
$24.2K - $30.4K
|
15.5K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.59% |
$29 - $36.5
|
508
$6.61K
|
|
|
Apr 24, 2025
Q1 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
100K+ 7.21% |
$967K - $1.22M
|
1.49M
$19.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.25K+ 7352.94% |
$60.4K - $75.9K
|
6.34K
$82.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.45K- 50.0% |
$23.7K - $29.7K
|
2.45K
$31.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2KNew |
$19.3K - $24.3K
|
2K
$26K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.75K- 42.2% |
$84.6K - $106K
|
12K
$156K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-86- 0.75% |
$832 - $1.04K
|
11.4K
$149K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
87New |
$841 - $1.06K
|
87
$1.13K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
7.38K+ 68.27% |
$71.4K - $89.7K
|
18.2K
$237K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-400- 14.94% |
$4.2K - $5.54K
|
2.28K
$29.6K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.33KNew |
$14K - $18.5K
|
1.33K
$17.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.9KNew |
$450K - $594K
|
42.9K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.68K+ 28.34% |
$28.1K - $37.1K
|
12.1K
$158K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.18K+ 22.51% |
$96.3K - $127K
|
49.9K
$650K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22.6KNew |
$238K - $314K
|
22.6K
$295K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-34- 0.52% |
$357 - $471
|
6.52K
$84.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.18% |
$10.5 - $13.9
|
86
$1.12K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1KNew |
$10.5K - $13.9K
|
1K
$13K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.75K- 21.44% |
$18.4K - $24.3K
|
6.41K
$83.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
12New |
$126 - $166
|
12
$156
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$120K - $159K
|
11.5K
$149K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
480New |
$5.04K - $6.65K
|
480
$6.24K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.6K- 20.36% |
$37.7K - $49.8K
|
14.1K
$183K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
240New |
$2.52K - $3.33K
|
240
$3.12K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
672+ 0.65% |
$7.05K - $9.31K
|
104K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.8KNew |
$18.9K - $24.9K
|
1.8K
$23.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-6.2K- 33.51% |
$65K - $85.9K
|
12.3K
$160K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
909New |
$9.54K - $12.6K
|
909
$11.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
510+ 48.48% |
$5.35K - $7.07K
|
1.56K
$20.3K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1K- 7.33% |
$10.5K - $12K
|
12.7K
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
462New |
$4.85K - $5.55K
|
462
$6.01K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14KNew |
$147K - $168K
|
14K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Soft Vest Advisors, LLC
Abilene, TX |
BUY
|
- |
51.5K+ 1.18% |
$541K - $619K
|
4.43M
$57.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.0% |
$10.5 - $12
|
28.7K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
40.8KNew |
$428K - $490K
|
40.8K
$531K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.01KNew |
$73.6K - $84.1K
|
7.01K
$91.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-7K- 12.68% |
$73.5K - $84.1K
|
48.2K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
70.4KNew |
$739K - $846K
|
70.4K
$916K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.27KNew |
$97.3K - $111K
|
9.27K
$121K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
300New |
$3.15K - $3.6K
|
300
$3.9K
|
|