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 108 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
18,008
shares
|
$180,080
0.03% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
15,389
shares
|
$153,890
0.0% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
14,754
shares
|
$147,540
0.0% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
14,070
shares
|
$140,700
0.01% of portfolio
|
Q4 2024
Reduced 20.36%
|
|
|
Price Jennifer C.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,841
shares
|
$138,410
0.43% of portfolio
|
Q2 2022
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
13,190
shares
|
$131,900
0.0% of portfolio
|
Q4 2024
Reduced 18.08%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
13,000
shares
|
$130,000
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
12,666
shares
|
$126,660
0.0% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
12,300
shares
|
$123,000
0.03% of portfolio
|
Q4 2024
Reduced 33.51%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
12,132
shares
|
$121,320
0.0% of portfolio
|
Q4 2024
Added 28.34%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
12,000
shares
|
$120,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
11,688
shares
|
$116,880
0.0% of portfolio
|
Q4 2024
Added 16.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
11,528
shares
|
$115,280
0.0% of portfolio
|
Q4 2024
Reduced 46.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
11,465
shares
|
$114,650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
10,936
shares
|
$109,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
10,816
shares
|
$108,160
0.01% of portfolio
|
Q1 2023
Added 3.86%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
10,342
shares
|
$103,420
0.06% of portfolio
|
Q4 2022
Reduced 5.73%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
9,666
shares
|
$96,660
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,425
shares
|
$84,250
0.0% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,006
shares
|
$70,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
6,524
shares
|
$65,240
0.0% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
6,414
shares
|
$64,140
0.02% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
5,912
shares
|
$59,120
0.0% of portfolio
|
Q2 2023
Added 3.5%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,586
shares
|
$55,860
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,782
shares
|
$47,820
0.0% of portfolio
|
Q4 2024
Added 88.86%
|