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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
26New |
$273 - $312
|
26
$275
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.64K- 2.62% |
$17.2K - $19.7K
|
60.9K
$644K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1K- 5.36% |
$10.5K - $12K
|
17.7K
$187K
|
|
|
Oct 23, 2024
Q3 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
262K+ 23.0% |
$2.75M - $3.15M
|
1.4M
$14.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-500- 2.28% |
$5.25K - $6.01K
|
21.4K
$226K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.62K+ 1089.0% |
$80K - $91.6K
|
8.32K
$88K
|
|
|
Oct 22, 2024
Q3 2024
|
Mad River Investors
|
BUY
|
- |
12.2K+ 4.62% |
$128K - $147K
|
276K
$2.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3K- 5.46% |
$31.5K - $36K
|
51.9K
$549K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
63.6KNew |
$667K - $763K
|
63.6K
$672K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-760- 2.44% |
$7.98K - $9.13K
|
30.4K
$321K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.6K+ 56.5% |
$447K - $511K
|
118K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-704- 3.21% |
$7.39K - $8.46K
|
21.3K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
292+ 205.63% |
$3.07K - $3.51K
|
434
$4.59K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
18.5KNew |
$194K - $222K
|
18.5K
$196K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.72K- 94.51% |
$18.1K - $20.7K
|
100
$1.06K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
532+ 3.42% |
$5.59K - $6.39K
|
16.1K
$170K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-11K- 1.62% |
$116K - $132K
|
669K
$7.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
9.5KNew |
$99.8K - $114K
|
9.5K
$100K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
104KNew |
$1.09M - $1.25M
|
104K
$1.1M
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6+ 1.3% |
$64.5 - $80.8
|
469
$4.96K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2KNew |
$21.5K - $26.9K
|
2K
$21.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
617+ 50.04% |
$6.63K - $8.3K
|
1.85K
$19.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Lagoda Investment Management, L.P.
New York, NY |
SELL
|
- |
-4.75K- 15.66% |
$51.1K - $63.9K
|
25.6K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-28K- 58.33% |
$301K - $377K
|
20K
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3KNew |
$110K - $138K
|
10.3K
$108K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
12KNew |
$129K - $162K
|
12K
$127K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
750New |
$8.06K - $10.1K
|
750
$7.93K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
124New |
$1.33K - $1.67K
|
124
$1.31K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100New |
$1.08K - $1.35K
|
100
$1.06K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-8.16K- 61.64% |
$87.7K - $110K
|
5.08K
$53.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
124KNew |
$1.33M - $1.67M
|
124K
$1.31M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
28New |
$301 - $377
|
28
$296
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
28+ 2.73% |
$301 - $377
|
1.05K
$11.1K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-300- 0.9% |
$3.23K - $4.04K
|
33.2K
$351K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-433- 50.58% |
$4.83K - $6.78K
|
423
$4.47K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
25.3KNew |
$282K - $396K
|
25.3K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.8K+ 109.72% |
$188K - $263K
|
32.1K
$340K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.2KNew |
$13.4K - $18.8K
|
1.2K
$12.7K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500New |
$5.58K - $7.83K
|
500
$5.29K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
11.8KNew |
$132K - $185K
|
11.8K
$125K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5.38K- 20.98% |
$60.1K - $84.2K
|
20.3K
$214K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7New |
$78.1 - $110
|
7
$74
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-535- 2.55% |
$5.97K - $8.37K
|
20.5K
$216K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 94.52% |
$16.7K - $23.5K
|
87
$920
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-200- 50.0% |
$2.23K - $3.13K
|
200
$2.11K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
416New |
$4.64K - $6.51K
|
416
$4.4K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
400New |
$5.58K - $8.5K
|
400
$4.23K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
950+ 11.26% |
$13.3K - $20.2K
|
9.39K
$99.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.8K- 20.08% |
$39.1K - $59.5K
|
11.1K
$118K
|
|