Institutional Ownership Permian Basin Royalty Trust (PBT)
This table provides information about the institutional ownership of Permian Basin Royalty Trust (PBT). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soft Vest Advisors, LLC
Abilene, TX |
May 15, 2025 Q1 2025 |
4,429,695
shares
|
$56.1 Million
3.91% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
4,134,327
shares
|
$52.4 Million
0.52% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Apr 24, 2025 Q1 2025 |
1,486,902
shares
|
$18.8 Million
0.55% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Mad River Investors
|
Jul 08, 2025 Q2 2025 |
883,917
shares
|
$11.2 Million
5.6% of portfolio
|
Q2 2025
Added 87.39%
|
|
|
Foundation Resource Management Inc
|
Jul 14, 2025 Q2 2025 |
643,257
shares
|
$8.15 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
507,293
shares
|
$6.43 Million
0.26% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Hosking Partners LLP
|
May 12, 2025 Q1 2025 |
304,966
shares
|
$3.86 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
257,267
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2025
Added 16.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
244,514
shares
|
$3.1 Million
0.0% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
236,783
shares
|
$3 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
210,745
shares
|
$2.67 Million
0.55% of portfolio
|
Q1 2022
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
138,509
shares
|
$1.75 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
131,829
shares
|
$1.67 Million
0.84% of portfolio
|
Q1 2025
Added 46.42%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
129,697
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
125,872
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Added 99.63%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
124,017
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
118,842
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
109,651
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.05%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
104,397
shares
|
$1.32 Million
0.44% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
77,178
shares
|
$977,845
0.03% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
67,788
shares
|
$858,873
0.0% of portfolio
|
Q1 2025
Added 13.3%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
67,363
shares
|
$853,489
0.82% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
66,438
shares
|
$841,769
0.0% of portfolio
|
Q1 2025
Added 18.07%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
63,679
shares
|
$806,812
0.0% of portfolio
|
Q1 2025
Added 191.28%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
59,174
shares
|
$749,734
0.05% of portfolio
|
Q2 2025
Added 0.0%
|