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 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.95K- 13.75% |
$44.1K - $53.2K
|
12.3K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
800+ 8.42% |
$18.1K - $21.8K
|
10.3K
$134K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 3.5% |
$4.52K - $5.45K
|
5.91K
$76.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
170New |
$3.84K - $4.63K
|
170
$2.21K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
750New |
$16.9K - $20.4K
|
750
$9.76K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
355New |
$8.02K - $9.68K
|
355
$4.62K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-20- 66.67% |
$452 - $545
|
10
$130
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.3K+ 9.56% |
$29.4K - $35.5K
|
14.9K
$194K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$208K - $264K
|
10.3K
$134K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.72KNew |
$176K - $223K
|
8.72K
$113K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
500New |
$10.1K - $12.8K
|
500
$6.51K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.59KNew |
$113K - $143K
|
5.59K
$72.7K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
PUT |
-400- 12.9% |
$8.08K - $10.2K
|
2.7K
$35.1K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-4.98K- 75.33% |
$101K - $127K
|
1.63K
$21.2K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
10KNew |
$202K - $256K
|
10K
$130K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20.4KNew |
$413K - $523K
|
20.4K
$266K
|
|
| Q4 2022 | |||||||
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
22.5KNew |
$390K - $567K
|
22.5K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
6KNew |
$104K - $151K
|
6K
$78.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75New |
$1.3K - $1.89K
|
75
$976
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
31.8KNew |
$551K - $801K
|
31.8K
$413K
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.84K+ 38.78% |
$101K - $147K
|
20.9K
$272K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.7KNew |
$272K - $395K
|
15.7K
$204K
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-521- 40.45% |
$9.03K - $13.1K
|
767
$9.98K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
500New |
$8.67K - $12.6K
|
500
$6.51K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-629- 5.73% |
$10.9K - $15.9K
|
10.3K
$135K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
379New |
$6.57K - $9.55K
|
379
$4.93K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
200New |
$3.47K - $5.04K
|
200
$2.6K
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.8KNew |
$172K - $241K
|
11.8K
$154K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
22.9KNew |
$333K - $467K
|
22.9K
$298K
|
|
|
Nov 15, 2022
Q3 2022
|
Santa Monica Partners LP
Larchmont, NY |
BUY
|
- |
86.5KNew |
$1.26M - $1.76M
|
86.5K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
19.7KNew |
$286K - $401K
|
19.7K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
29.7KNew |
$431K - $604K
|
29.7K
$386K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
362New |
$5.26K - $7.37K
|
362
$4.71K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.1KNew |
$16K - $22.4K
|
1.1K
$14.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Belvedere Trading LLC
|
SELL
|
- |
-57K- 77.81% |
$828K - $1.16M
|
16.2K
$211K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-6.25K- 49.95% |
$90.8K - $127K
|
6.26K
$81.5K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Price Jennifer C.
New York, NY |
BUY
|
- |
13.8KNew |
$159K - $300K
|
13.8K
$180K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-681Closed |
$7.83K - $14.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-20KClosed |
$230K - $433K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
CALL |
-12.5KClosed |
$144K - $271K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.2KClosed |
$13.8K - $26K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-64.6KClosed |
$743K - $1.4M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3K+ 120.0% |
$34.5K - $65.1K
|
5.5K
$71.6K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-25.8KClosed |
$264K - $369K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
211KNew |
$2.16M - $3.02M
|
211K
$2.74M
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-488Closed |
$5.01K - $7K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-100Closed |
$1.03K - $1.43K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-54.7KClosed |
$324K - $552K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Soft Vest Advisors, LLC
Abilene, TX |
BUY
|
CALL |
1.04MNew |
$6.17M - $10.5M
|
1.04M
$13.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1KNew |
$5.92K - $10.1K
|
1K
$13K
|
|