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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-1.1KClosed |
$6.51K - $11.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-2.23KClosed |
$10.4K - $12.8K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-24.6KClosed |
$114K - $141K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.3KClosed |
$48K - $59.2K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
56.8KNew |
$213K - $319K
|
56.8K
$739K
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-275Closed |
$1.03K - $1.55K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
35New |
$131 - $197
|
35
$455
|
|
|
Jul 19, 2021
Q2 2021
|
Fruth Investment Management
|
BUY
|
- |
1.5K+ 6.28% |
$5.63K - $8.43K
|
25.4K
$330K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.2KNew |
$4.5K - $6.74K
|
1.2K
$15.6K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-300Closed |
$1.01K - $1.41K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.2KNew |
$4.02K - $5.64K
|
1.2K
$15.6K
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2K- 36.56% |
$6.7K - $9.4K
|
3.47K
$45.1K
|
|
| Q4 2020 | |||||||
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.07KNew |
$2.33K - $3.75K
|
1.07K
$13.9K
|
|
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.64KNew |
$3.59K - $5.77K
|
1.64K
$21.3K
|
|
|
Feb 12, 2021
Q4 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-25KClosed |
$54.8K - $88K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-200Closed |
$438 - $704
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-375Closed |
$821 - $1.32K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-2KClosed |
$4.38K - $7.04K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 01, 2020
Q3 2020
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-11.2KClosed |
$27.8K - $39.2K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-18.3KClosed |
$45.3K - $63.9K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5KClosed |
$12.4K - $17.5K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.59KClosed |
$8.89K - $12.6K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-92.4KClosed |
$229K - $323K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.08KClosed |
$2.69K - $3.79K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-12.4KClosed |
$30.7K - $43.3K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Firestone Capital Management
|
SELL
|
- |
-625Closed |
$1.55K - $2.19K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2KClosed |
$4.96K - $7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Oct 02, 2024
Q2 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-519KClosed |
$1.4M - $2.02M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2KClosed |
$5.38K - $7.8K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-40.9KClosed |
$110K - $160K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-1KClosed |
$2.69K - $3.9K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-64.6KClosed |
$174K - $252K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-121KClosed |
$298K - $504K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-8.92KClosed |
$22K - $37.3K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-43KClosed |
$106K - $180K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-160KClosed |
$396K - $671K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13KClosed |
$32.1K - $54.4K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-13KClosed |
$32.1K - $54.4K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.34KClosed |
$5.78K - $9.78K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.67KClosed |
$4.12K - $6.96K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-4.35KClosed |
$10.7K - $18.2K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-500Closed |
$1.24K - $2.09K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2KClosed |
$7.06K - $9.96K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2KClosed |
$7.06K - $9.96K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Royce & Associates LP
|
SELL
|
- |
-893KClosed |
$3.15M - $4.45M
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Tranquility Partners, LLC
|
SELL
|
- |
-11.6KClosed |
$40.8K - $57.5K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Diligent Investors, LLC
|
SELL
|
- |
-10KClosed |
$35.3K - $49.8K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-26.5KClosed |
$126K - $159K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-10.5KClosed |
$50K - $63K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.1KClosed |
$95.6K - $120K
|
0
$0
|
|