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 98 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
51,930
shares
|
$575,384
0.04% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
48,218
shares
|
$534,255
0.19% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
41,375
shares
|
$458,435
0.09% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
40,771
shares
|
$451,742
0.02% of portfolio
|
Q3 2024
Reduced 12.63%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
33,217
shares
|
$368,044
0.03% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,403
shares
|
$336,865
0.0% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,286
shares
|
$324,488
0.0% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
28,682
shares
|
$317,796
0.0% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
28,673
shares
|
$317,696
0.0% of portfolio
|
Q3 2024
Reduced 72.35%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,803
shares
|
$285,897
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fruth Investment Management
|
Oct 11, 2024 Q3 2024 |
25,400
shares
|
$281,432
0.08% of portfolio
|
Q2 2021
Added 6.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
21,418
shares
|
$237,311
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
21,256
shares
|
$235,516
0.01% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
20,420
shares
|
$226,253
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
20,374
shares
|
$225,743
0.0% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
20,288
shares
|
$224,791
0.0% of portfolio
|
Q3 2024
Added 32.53%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,268
shares
|
$224,569
0.01% of portfolio
|
Q1 2024
Reduced 20.98%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$221,600
0.14% of portfolio
|
Q2 2024
Reduced 58.33%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
20,000
shares
|
$221,600
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
19,982
shares
|
$221,400
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
18,793
shares
|
$208,226
0.03% of portfolio
|
Q3 2024
Added 77.63%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
18,500
shares
|
$204,980
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
17,666
shares
|
$195,739
0.01% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
16,794
shares
|
$186,077
0.0% of portfolio
|
Q3 2024
Reduced 28.52%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
16,102
shares
|
$178,410
0.0% of portfolio
|
Q3 2024
Added 3.42%
|