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 109 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 $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
57,584
shares
|
$727,285
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
54,564
shares
|
$689,143
0.0% of portfolio
|
Q1 2025
Reduced 20.79%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
48,218
shares
|
$608,993
0.14% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
46,273
shares
|
$584,427
0.26% of portfolio
|
Q1 2025
Added 105.08%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
33,217
shares
|
$419,530
0.03% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
31,700
shares
|
$400,371
0.05% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
31,400
shares
|
$396,582
0.0% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
31,113
shares
|
$392,957
0.04% of portfolio
|
Q1 2025
Added 72.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
30,854
shares
|
$389,686
0.0% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,403
shares
|
$383,989
0.0% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
28,981
shares
|
$366,030
0.0% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
28,682
shares
|
$362,253
0.0% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
26,302
shares
|
$332,194
0.0% of portfolio
|
Q1 2025
Reduced 53.18%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
25,400
shares
|
$320,802
0.09% of portfolio
|
Q2 2021
Added 6.28%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
25,000
shares
|
$315,750
0.08% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
22,146
shares
|
$279,703
0.0% of portfolio
|
Q1 2025
Added 16.03%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
20,420
shares
|
$257,904
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
20,268
shares
|
$255,984
0.01% of portfolio
|
Q1 2024
Reduced 20.98%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
20,000
shares
|
$252,600
0.12% of portfolio
|
Q2 2024
Reduced 58.33%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
18,362
shares
|
$231,912
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
18,200
shares
|
$229,866
0.01% of portfolio
|
Q1 2025
Added 68.27%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
17,678
shares
|
$223,273
0.0% of portfolio
|
Q1 2025
Added 19.82%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
16,253
shares
|
$205,275
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
15,675
shares
|
$197,975
0.0% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
15,500
shares
|
$195,765
0.02% of portfolio
|
Q1 2025
Added 19.23%
|