Latest Institutional Purchases of Permian Basin Royalty Trust (PBT)
This list provides information on the latest institutional transactions involving Permian Basin Royalty Trust (PBT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
262K+ 7.11% |
$2.75M - $3.63M
|
3.95M
$39.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
158K+ 210.95% |
$1.66M - $2.2M
|
233K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
117K+ 408.99% |
$1.23M - $1.63M
|
146K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
103K+ 86.95% |
$1.08M - $1.42M
|
221K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
90KNew |
$944K - $1.25M
|
90K
$900K
|
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
BUY
|
- |
67.9K+ 28.31% |
$712K - $941K
|
308K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
60.9K+ 113.42% |
$639K - $844K
|
115K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
59.1K+ 11.04% |
$620K - $819K
|
594K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
56.3KNew |
$590K - $780K
|
56.3K
$563K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
56.2KNew |
$589K - $779K
|
56.2K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
43.6K+ 63.93% |
$457K - $604K
|
112K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.9KNew |
$450K - $594K
|
42.9K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
41.2K+ 42.11% |
$432K - $571K
|
139K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22.6KNew |
$238K - $314K
|
22.6K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
22.6KNew |
$237K - $313K
|
22.6K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
21.9KNew |
$229K - $303K
|
21.9K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 7.55% |
$215K - $284K
|
292K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6K+ 26.83% |
$153K - $202K
|
68.9K
$689K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
13KNew |
$136K - $180K
|
13K
$130K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$120K - $159K
|
11.5K
$115K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.9KNew |
$115K - $152K
|
10.9K
$109K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
9.5K+ 100.0% |
$99.7K - $132K
|
19K
$190K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.18K+ 45.24% |
$96.3K - $127K
|
29.5K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.18K+ 22.51% |
$96.3K - $127K
|
49.9K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.68K+ 28.34% |
$28.1K - $37.1K
|
12.1K
$121K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.54K+ 4.0% |
$26.7K - $35.2K
|
66.1K
$661K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.45KNew |
$25.7K - $33.9K
|
2.45K
$24.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.29K+ 13.65% |
$24.1K - $31.8K
|
19.1K
$191K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.25K+ 88.86% |
$23.6K - $31.2K
|
4.78K
$47.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.8KNew |
$18.9K - $24.9K
|
1.8K
$18K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.62K+ 16.13% |
$17K - $22.5K
|
11.7K
$117K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1KNew |
$10.5K - $13.9K
|
1K
$10K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
909New |
$9.54K - $12.6K
|
909
$9.09K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
809+ 1.3% |
$8.49K - $11.2K
|
63.1K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
743+ 3.72% |
$7.79K - $10.3K
|
20.7K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
743+ 3.65% |
$7.79K - $10.3K
|
21.1K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
672+ 0.65% |
$7.05K - $9.31K
|
104K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
510+ 48.48% |
$5.35K - $7.07K
|
1.56K
$15.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
505New |
$5.3K - $7K
|
505
$5.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
500+ 0.65% |
$5.25K - $6.93K
|
77.9K
$779K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
480New |
$5.04K - $6.65K
|
480
$4.8K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
406+ 2.83% |
$4.26K - $5.63K
|
14.8K
$148K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
244+ 1.61% |
$2.56K - $3.38K
|
15.4K
$154K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
240New |
$2.52K - $3.33K
|
240
$2.4K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26+ 1.53% |
$273 - $360
|
1.72K
$17.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
12New |
$126 - $166
|
12
$120
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.69% |
$31.5 - $41.6
|
437
$4.37K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.18% |
$10.5 - $13.9
|
86
$860
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.0% |
$10.5 - $13.9
|
60.9K
$609K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|