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 110 institutions that hold shares in the stock, with a total of 15.1 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soft Vest Advisors, LLC
Abilene, TX |
Feb 13, 2025 Q4 2024 |
4,429,695
shares
|
$44.2 Million
4.94% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
3,946,083
shares
|
$39.4 Million
0.61% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Apr 24, 2025 Q1 2025 |
1,486,902
shares
|
$14.8 Million
0.55% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Foundation Resource Management Inc
|
Apr 14, 2025 Q1 2025 |
647,872
shares
|
$6.47 Million
1.02% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
594,221
shares
|
$5.93 Million
0.33% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Mad River Investors
|
Apr 22, 2025 Q1 2025 |
471,693
shares
|
$4.71 Million
2.22% of portfolio
|
Q1 2025
Added 91.52%
|
|
|
Hosking Partners LLP
|
Feb 05, 2025 Q4 2024 |
307,551
shares
|
$3.07 Million
0.14% of portfolio
|
Q4 2024
Added 28.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
292,045
shares
|
$2.91 Million
0.0% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
233,493
shares
|
$2.33 Million
0.0% of portfolio
|
Q4 2024
Added 210.95%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
220,527
shares
|
$2.2 Million
0.0% of portfolio
|
Q4 2024
Added 86.95%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
210,745
shares
|
$2.1 Million
0.55% of portfolio
|
Q1 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
145,944
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2024
Added 408.99%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
138,924
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
Added 42.11%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Feb 07, 2025 Q4 2024 |
124,017
shares
|
$1.24 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
114,642
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 113.42%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
109,651
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.05%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
104,397
shares
|
$1.04 Million
0.5% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
90,032
shares
|
$898,519
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
77,918
shares
|
$777,621
0.03% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
68,882
shares
|
$687,442
0.0% of portfolio
|
Q4 2024
Added 26.83%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Jan 29, 2025 Q4 2024 |
66,098
shares
|
$659,658
0.92% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
63,052
shares
|
$629,258
0.0% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
59,829
shares
|
$597,093
0.0% of portfolio
|
Q4 2024
Reduced 35.22%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
59,172
shares
|
$590,536
0.04% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
56,268
shares
|
$561,554
0.0% of portfolio
|
Q4 2024
New holding
|