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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
13,972
shares
|
$176,466
0.0% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Price Jennifer C.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,841
shares
|
$174,811
0.43% of portfolio
|
Q2 2022
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
13,420
shares
|
$169,494
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,092
shares
|
$165,351
0.0% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
12,666
shares
|
$159,971
0.0% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
12,300
shares
|
$155,349
0.03% of portfolio
|
Q4 2024
Reduced 33.51%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
12,132
shares
|
$153,227
0.0% of portfolio
|
Q4 2024
Added 28.34%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
12,000
shares
|
$151,560
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
11,980
shares
|
$151,307
0.0% of portfolio
|
Q1 2025
Reduced 42.2%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Jul 14, 2025 Q2 2025 |
11,761
shares
|
$148,541
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,442
shares
|
$144,512
0.0% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
10,650
shares
|
$134,509
0.0% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
10,342
shares
|
$130,619
0.06% of portfolio
|
Q4 2022
Reduced 5.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
10,268
shares
|
$129,684
0.0% of portfolio
|
Q1 2025
Reduced 51.38%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
9,666
shares
|
$122,081
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
7,500
shares
|
$94,725
0.06% of portfolio
|
Q2 2025
Reduced 74.14%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,006
shares
|
$88,485
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,524
shares
|
$82,398
0.0% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
6,414
shares
|
$81,008
0.02% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,335
shares
|
$80,011
0.01% of portfolio
|
Q1 2025
Added 7352.94%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,912
shares
|
$74,668
0.0% of portfolio
|
Q2 2023
Added 3.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,375
shares
|
$67,886
0.0% of portfolio
|
Q1 2025
Reduced 36.2%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,469
shares
|
$56,443
0.0% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,678
shares
|
$33,823
0.0% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,458
shares
|
$31,044
0.0% of portfolio
|
Q1 2025
Added 42.74%
|