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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Mad River Investors
|
BUY
|
- |
412K+ 87.39% |
$3.63M - $5.14M
|
884K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18.4KNew |
$162K - $229K
|
18.4K
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
11.8KNew |
$104K - $147K
|
11.8K
$149K
|
|
|
Jul 08, 2025
Q2 2025
|
Mad River Investors
|
BUY
|
CALL |
8KNew |
$70.5K - $99.7K
|
8K
$101K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
182New |
$1.6K - $2.27K
|
182
$2.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
100New |
$881 - $1.25K
|
100
$1.26K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18New |
$159 - $224
|
18
$227
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.68% |
$26.4 - $37.4
|
442
$5.58K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.0% |
$17.6 - $24.9
|
59.2K
$747K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
188K+ 4.77% |
$1.82M - $2.29M
|
4.13M
$52.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
102K+ 305.72% |
$982K - $1.23M
|
135K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
100K+ 7.21% |
$967K - $1.22M
|
1.49M
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
62.8K+ 99.63% |
$607K - $763K
|
126K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
57.6KNew |
$557K - $700K
|
57.6K
$727K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
41.8K+ 191.28% |
$404K - $508K
|
63.7K
$804K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
41.8K+ 46.42% |
$404K - $508K
|
132K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
38.4KNew |
$371K - $467K
|
38.4K
$485K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.7K+ 16.66% |
$355K - $446K
|
257K
$3.25M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
23.7K+ 105.08% |
$229K - $288K
|
46.3K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
21K+ 18.78% |
$203K - $255K
|
133K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
16.3KNew |
$157K - $197K
|
16.3K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
13.4KNew |
$130K - $163K
|
13.4K
$169K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
13.1K+ 72.77% |
$127K - $159K
|
31.1K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11K+ 4.72% |
$107K - $134K
|
245K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10.2K+ 18.07% |
$98.3K - $124K
|
66.4K
$839K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7.96K+ 13.3% |
$77K - $96.7K
|
67.8K
$856K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
7.38K+ 68.27% |
$71.4K - $89.7K
|
18.2K
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.25K+ 7352.94% |
$60.4K - $75.9K
|
6.34K
$80K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5K+ 25.0% |
$48.4K - $60.8K
|
25K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.2K+ 3.66% |
$40.6K - $51K
|
119K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.06K+ 16.03% |
$29.6K - $37.2K
|
22.1K
$280K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
2.92K+ 19.82% |
$28.3K - $35.5K
|
17.7K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.5K+ 19.23% |
$24.2K - $30.4K
|
15.5K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.28K+ 19.54% |
$22.1K - $27.8K
|
14K
$176K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2KNew |
$19.3K - $24.3K
|
2K
$25.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.39K+ 4.71% |
$13.4K - $16.9K
|
30.9K
$390K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.27K+ 1.91% |
$12.2K - $15.4K
|
67.4K
$851K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1KNew |
$9.67K - $12.2K
|
1K
$12.6K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
736+ 42.74% |
$7.12K - $8.94K
|
2.46K
$31K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
634+ 208.55% |
$6.13K - $7.7K
|
938
$11.8K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
393New |
$3.8K - $4.77K
|
393
$4.96K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
286+ 1.86% |
$2.77K - $3.47K
|
15.7K
$198K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
161New |
$1.56K - $1.96K
|
161
$2.03K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
87New |
$841 - $1.06K
|
87
$1.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.59% |
$29 - $36.5
|
508
$6.42K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.9KNew |
$450K - $594K
|
42.9K
$542K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22.6KNew |
$238K - $314K
|
22.6K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$120K - $159K
|
11.5K
$145K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.18K+ 22.51% |
$96.3K - $127K
|
49.9K
$631K
|
|