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 $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
909
shares
|
$10,626
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
750
shares
|
$8,767
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
750
shares
|
$8,767
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
734
shares
|
$8,580
0.0% of portfolio
|
Q3 2024
Added 145.48%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
614
shares
|
$7,177
0.0% of portfolio
|
Q3 2024
Reduced 47.79%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
501
shares
|
$5,856
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
462
shares
|
$5,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
434
shares
|
$5,073
0.0% of portfolio
|
Q3 2024
Added 205.63%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
300
shares
|
$3,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
212
shares
|
$2,478
0.0% of portfolio
|
Q3 2024
Added 65.63%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
200
shares
|
$2,338
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
100
shares
|
$1,169
0.0% of portfolio
|
Q3 2024
Reduced 94.51%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
87
shares
|
$1,017
0.0% of portfolio
|
Q1 2024
Reduced 94.52%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
85
shares
|
$993
0.0% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
26
shares
|
$303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
10
shares
|
$116
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
7
shares
|
$81
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|