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 111 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 $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
2,446
shares
|
$30,892
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,000
shares
|
$25,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
1,850
shares
|
$23,365
0.01% of portfolio
|
Q2 2024
Added 50.04%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
1,800
shares
|
$22,734
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,562
shares
|
$19,728
0.0% of portfolio
|
Q4 2024
Added 48.48%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
1,333
shares
|
$16,835
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,000
shares
|
$12,630
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
938
shares
|
$11,846
0.0% of portfolio
|
Q1 2025
Added 208.55%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
750
shares
|
$9,472
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
750
shares
|
$9,472
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
462
shares
|
$5,835
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
442
shares
|
$5,582
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
393
shares
|
$4,963
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
300
shares
|
$3,789
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
299
shares
|
$3,776
0.0% of portfolio
|
Q1 2025
Reduced 59.26%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
200
shares
|
$2,526
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
182
shares
|
$2,298
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
161
shares
|
$2,033
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
100
shares
|
$1,263
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
100
shares
|
$1,263
0.0% of portfolio
|
Q3 2024
Reduced 94.51%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
87
shares
|
$1,098
0.0% of portfolio
|
Q1 2024
Reduced 94.52%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
86
shares
|
$1,086
0.0% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
26
shares
|
$328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
18
shares
|
$227
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
10
shares
|
$126
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|