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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
402+ 3.86% |
$8.12K - $10.3K
|
10.8K
$118K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
174New |
$3.52K - $4.45K
|
174
$1.89K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
31.8KNew |
$551K - $801K
|
31.8K
$346K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
22.5KNew |
$390K - $567K
|
22.5K
$245K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.7KNew |
$272K - $395K
|
15.7K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
6KNew |
$104K - $151K
|
6K
$65.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.84K+ 38.78% |
$101K - $147K
|
20.9K
$228K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
500New |
$8.67K - $12.6K
|
500
$5.45K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
379New |
$6.57K - $9.55K
|
379
$4.13K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
200New |
$3.47K - $5.04K
|
200
$2.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75New |
$1.3K - $1.89K
|
75
$817
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Santa Monica Partners LP
Larchmont, NY |
BUY
|
- |
86.5KNew |
$1.26M - $1.76M
|
86.5K
$942K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
29.7KNew |
$431K - $604K
|
29.7K
$323K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
22.9KNew |
$333K - $467K
|
22.9K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
19.7KNew |
$286K - $401K
|
19.7K
$214K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.8KNew |
$172K - $241K
|
11.8K
$129K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
5.6KNew |
$81.4K - $114K
|
5.6K
$61K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.1KNew |
$16K - $22.4K
|
1.1K
$12K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
362New |
$5.26K - $7.37K
|
362
$3.94K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Price Jennifer C.
New York, NY |
BUY
|
- |
13.8KNew |
$159K - $300K
|
13.8K
$151K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3K+ 120.0% |
$34.5K - $65.1K
|
5.5K
$59.9K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
211KNew |
$2.16M - $3.02M
|
211K
$2.3M
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Soft Vest Advisors, LLC
Abilene, TX |
BUY
|
CALL |
1.04MNew |
$6.17M - $10.5M
|
1.04M
$11.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2KNew |
$11.8K - $20.2K
|
2K
$21.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1KNew |
$5.92K - $10.1K
|
1K
$10.9K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
56.8KNew |
$213K - $319K
|
56.8K
$619K
|
|
|
Jul 19, 2021
Q2 2021
|
Fruth Investment Management
|
BUY
|
- |
1.5K+ 6.28% |
$5.63K - $8.43K
|
25.4K
$277K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.2KNew |
$4.5K - $6.74K
|
1.2K
$13.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
35New |
$131 - $197
|
35
$381
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.2KNew |
$4.02K - $5.64K
|
1.2K
$13.1K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.64KNew |
$3.59K - $5.77K
|
1.64K
$17.9K
|
|
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.07KNew |
$2.33K - $3.75K
|
1.07K
$11.6K
|
|
| Q3 2019 | |||||||
|
Oct 25, 2019
Q3 2019
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
373New |
$1.78K - $2.24K
|
373
$4.06K
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
5+ 2.17% |
$23.8 - $30
|
235
$2.56K
|
|