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 115 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $357 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
59,174
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
54,642
shares
|
$999,948
0.0% of portfolio
|
Q2 2025
Reduced 19.39%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
48,218
shares
|
$882,389
0.16% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
46,335
shares
|
$847,930
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
46,273
shares
|
$846,795
0.26% of portfolio
|
Q1 2025
Added 105.08%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
44,975
shares
|
$823,042
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
40,537
shares
|
$741,827
0.0% of portfolio
|
Q2 2025
Added 39.87%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
35,700
shares
|
$653,310
0.07% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
31,917
shares
|
$584,081
0.03% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
30,895
shares
|
$565,378
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,403
shares
|
$556,374
0.0% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
28,682
shares
|
$524,880
0.0% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
28,215
shares
|
$516,334
0.05% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
25,400
shares
|
$464,820
0.09% of portfolio
|
Q2 2021
Added 6.28%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
25,000
shares
|
$457,500
0.09% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
20,420
shares
|
$373,686
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
20,270
shares
|
$370,941
0.0% of portfolio
|
Q2 2025
Added 90.33%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
20,268
shares
|
$370,904
0.01% of portfolio
|
Q1 2024
Reduced 20.98%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
20,000
shares
|
$366,000
0.14% of portfolio
|
Q2 2024
Reduced 58.33%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
18,646
shares
|
$341,221
0.0% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
18,597
shares
|
$340,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
18,362
shares
|
$336,024
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
17,798
shares
|
$325,703
0.01% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
17,185
shares
|
$314,485
0.0% of portfolio
|
Q2 2025
Added 23.0%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
15,727
shares
|
$287,804
0.0% of portfolio
|
Q2 2025
New holding
|