Latest Institutional Sells of Permian Basin Royalty Trust (PBT)
This list provides information on the latest institutional transactions involving Permian Basin Royalty Trust (PBT) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-21.5K- 74.14% |
$189K - $268K
|
7.5K
$94.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-4.62K- 0.71% |
$40.7K - $57.5K
|
643K
$8.12M
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-86.9K- 14.63% |
$841K - $1.06M
|
507K
$6.41M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-55.3K- 18.92% |
$534K - $671K
|
237K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-29.9K- 53.18% |
$289K - $363K
|
26.3K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.2K- 11.13% |
$157K - $197K
|
130K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.3K- 20.79% |
$138K - $174K
|
54.6K
$689K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-12.7K- 36.44% |
$123K - $154K
|
22.1K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.8K- 51.38% |
$105K - $132K
|
10.3K
$130K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.75K- 42.2% |
$84.6K - $106K
|
12K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.05K- 36.2% |
$29.5K - $37.1K
|
5.38K
$67.9K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-3K- 8.65% |
$29K - $36.5K
|
31.7K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Hosking Partners LLP
|
SELL
|
- |
-2.59K- 0.84% |
$25K - $31.4K
|
305K
$3.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.45K- 50.0% |
$23.7K - $29.7K
|
2.45K
$30.9K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.09K- 3.35% |
$10.5K - $13.2K
|
31.4K
$397K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-740- 0.95% |
$7.16K - $8.99K
|
77.2K
$975K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-435- 59.26% |
$4.21K - $5.29K
|
299
$3.78K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-415- 0.3% |
$4.01K - $5.04K
|
139K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-313- 6.55% |
$3.03K - $3.8K
|
4.47K
$56.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-286- 2.62% |
$2.77K - $3.47K
|
10.7K
$135K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-184- 0.63% |
$1.78K - $2.24K
|
29K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-98- 0.74% |
$948 - $1.19K
|
13.1K
$165K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-86- 0.75% |
$832 - $1.04K
|
11.4K
$145K
|
|
| Q4 2024 | |||||||
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-6.2K- 33.51% |
$65K - $85.9K
|
12.3K
$155K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.6K- 20.36% |
$37.7K - $49.8K
|
14.1K
$178K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.75K- 21.44% |
$18.4K - $24.3K
|
6.41K
$81K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-400- 14.94% |
$4.2K - $5.54K
|
2.28K
$28.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-34- 0.52% |
$357 - $471
|
6.52K
$82.4K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-7K- 12.68% |
$73.5K - $84.1K
|
48.2K
$609K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.72K- 94.51% |
$18.1K - $20.7K
|
100
$1.26K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1K- 7.33% |
$10.5K - $12K
|
12.7K
$160K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-760- 2.44% |
$7.98K - $9.13K
|
30.4K
$384K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-28K- 58.33% |
$301K - $377K
|
20K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Lagoda Investment Management, L.P.
New York, NY |
SELL
|
- |
-4.75K- 15.66% |
$51.1K - $63.9K
|
25.6K
$323K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-300- 0.9% |
$3.23K - $4.04K
|
33.2K
$420K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5.38K- 20.98% |
$60.1K - $84.2K
|
20.3K
$256K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 94.52% |
$16.7K - $23.5K
|
87
$1.1K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-535- 2.55% |
$5.97K - $8.37K
|
20.5K
$259K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-433- 50.58% |
$4.83K - $6.78K
|
423
$5.34K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-200- 50.0% |
$2.23K - $3.13K
|
200
$2.53K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.19K- 21.2% |
$58.5K - $89.1K
|
15.6K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.8K- 20.08% |
$39.1K - $59.5K
|
11.1K
$141K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.34K- 65.84% |
$66K - $84.4K
|
1.73K
$21.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.1K- 7.48% |
$21.7K - $27.7K
|
13.6K
$171K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-117- 3.34% |
$2.31K - $2.96K
|
3.39K
$42.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-79- 0.82% |
$1.56K - $2K
|
9.56K
$121K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.95K- 13.75% |
$44.1K - $53.2K
|
12.3K
$155K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-51- 0.05% |
$1.15K - $1.39K
|
110K
$1.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-20- 66.67% |
$452 - $545
|
10
$126
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-4.98K- 75.33% |
$101K - $127K
|
1.63K
$20.6K
|
|