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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,469
shares
|
$81,782
0.0% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,762
shares
|
$68,844
0.0% of portfolio
|
Q2 2025
Added 53.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,446
shares
|
$44,761
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
2,376
shares
|
$43,480
0.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
1,850
shares
|
$33,855
0.02% of portfolio
|
Q2 2024
Added 50.04%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
1,800
shares
|
$32,940
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,562
shares
|
$28,584
0.0% of portfolio
|
Q4 2024
Added 48.48%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,333
shares
|
$24,393
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$18,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
750
shares
|
$13,725
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
462
shares
|
$8,454
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
442
shares
|
$8,088
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
437
shares
|
$7,997
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
389
shares
|
$7,118
0.0% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
300
shares
|
$5,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
300
shares
|
$5,490
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
299
shares
|
$5,471
0.0% of portfolio
|
Q1 2025
Reduced 59.26%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
200
shares
|
$3,660
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
200
shares
|
$3,660
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
182
shares
|
$3,330
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
161
shares
|
$2,946
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
142
shares
|
$2,598
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
100
shares
|
$1,830
0.0% of portfolio
|
Q3 2024
Reduced 94.51%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
100
shares
|
$1,830
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
87
shares
|
$1,592
0.0% of portfolio
|
Q1 2024
Reduced 94.52%
|