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 |
|---|---|---|---|---|---|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
15,052
shares
|
$275,451
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
14,995
shares
|
$274,408
0.0% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
14,369
shares
|
$262,952
0.06% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Price Jennifer C.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,841
shares
|
$253,290
0.43% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
13,037
shares
|
$238,577
0.0% of portfolio
|
Q2 2025
Added 26.97%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
12,666
shares
|
$231,787
0.0% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
12,623
shares
|
$231,000
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
12,385
shares
|
$226,645
0.0% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
12,300
shares
|
$225,090
0.03% of portfolio
|
Q4 2024
Reduced 33.51%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
12,132
shares
|
$222,015
0.0% of portfolio
|
Q4 2024
Added 28.34%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
12,000
shares
|
$219,600
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Jul 14, 2025 Q2 2025 |
11,761
shares
|
$215,226
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,442
shares
|
$209,388
0.0% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
10,384
shares
|
$190,027
0.0% of portfolio
|
Q2 2025
Reduced 83.69%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
10,342
shares
|
$189,258
0.06% of portfolio
|
Q4 2022
Reduced 5.73%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
10,000
shares
|
$183,000
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
9,666
shares
|
$176,887
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,143
shares
|
$167,316
0.0% of portfolio
|
Q2 2025
Reduced 86.24%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
7,500
shares
|
$137,250
0.06% of portfolio
|
Q2 2025
Reduced 74.14%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,006
shares
|
$128,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
6,524
shares
|
$119,389
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,524
shares
|
$119,389
0.0% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
6,412
shares
|
$117,339
0.0% of portfolio
|
Q2 2025
Added 19.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,912
shares
|
$108,189
0.0% of portfolio
|
Q2 2023
Added 3.5%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
5,178
shares
|
$94,757
0.02% of portfolio
|
Q2 2025
Reduced 19.27%
|