Purchases and Sales Made in Q1 2023 in Permian Basin Royalty Trust (PBT)
This table provides information about the institutional ownership of Permian Basin Royalty Trust (PBT) during Q1 2023. The information is specifically focused on institutions that hold shares of PERMIAN BASIN ROYALTY TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
348K+ 378.79% |
$7.03M - $8.91M
|
440K
$4.79M
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
293K+ 7.83% |
$5.93M - $7.51M
|
4.04M
$44M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
88.6K+ 82.88% |
$1.79M - $2.27M
|
195K
$2.13M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
80.7K+ 71.46% |
$1.63M - $2.07M
|
194K
$2.11M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
60.3KNew |
$1.22M - $1.54M
|
60.3K
$657K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.9K+ 136.13% |
$786K - $996K
|
67.5K
$735K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.2K+ 14.99% |
$732K - $928K
|
278K
$3.03M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.9KNew |
$726K - $920K
|
35.9K
$391K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.5K+ 31.41% |
$636K - $806K
|
132K
$1.43M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
31.1KNew |
$628K - $795K
|
31.1K
$338K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20.4KNew |
$413K - $523K
|
20.4K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.9K+ 905.85% |
$382K - $483K
|
21K
$228K
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
13.4KNew |
$270K - $342K
|
13.4K
$145K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
12.6KNew |
$255K - $323K
|
12.6K
$137K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.8KNew |
$218K - $276K
|
10.8K
$117K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$208K - $264K
|
10.3K
$112K
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.1KNew |
$205K - $260K
|
10.1K
$110K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
10KNew |
$202K - $256K
|
10K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
9.5KNew |
$192K - $243K
|
9.5K
$103K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.72KNew |
$176K - $223K
|
8.72K
$95K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.59KNew |
$113K - $143K
|
5.59K
$60.8K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.79K+ 51.11% |
$76.6K - $97K
|
11.2K
$122K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.9K+ 12.85% |
$58.6K - $74.2K
|
25.5K
$277K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.12K+ 0.93% |
$42.9K - $54.3K
|
231K
$2.52M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.05K+ 16.86% |
$41.4K - $52.5K
|
14.2K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2K+ 24.1% |
$40.4K - $51.2K
|
10.3K
$112K
|
|
|
May 04, 2023
Q1 2023
|
Mad River Investors
|
BUY
|
- |
920+ 0.28% |
$18.6K - $23.6K
|
332K
$3.62M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
681+ 87.31% |
$13.8K - $17.4K
|
1.46K
$15.9K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
622+ 0.71% |
$12.6K - $15.9K
|
88.4K
$963K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
500New |
$10.1K - $12.8K
|
500
$5.45K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
500+ 3.8% |
$10.1K - $12.8K
|
13.6K
$149K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
434+ 14.99% |
$8.77K - $11.1K
|
3.33K
$36.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
402+ 3.86% |
$8.12K - $10.3K
|
10.8K
$118K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
400+ 4.0% |
$8.08K - $10.2K
|
10.4K
$113K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
350+ 16.2% |
$7.07K - $8.96K
|
2.51K
$27.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
275+ 48.93% |
$5.56K - $7.04K
|
837
$9.11K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
203+ 1.42% |
$4.1K - $5.2K
|
14.5K
$157K
|
|
|
May 15, 2023
Q1 2023
|
Lagoda Investment Management, L.P.
New York, NY |
BUY
|
- |
200+ 0.82% |
$4.04K - $5.12K
|
24.7K
$268K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
174New |
$3.52K - $4.45K
|
174
$1.89K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
147+ 1.09% |
$2.97K - $3.76K
|
13.6K
$148K
|
|
|
Apr 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
112+ 0.09% |
$2.26K - $2.87K
|
122K
$1.33M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100+ 10.0% |
$2.02K - $2.56K
|
1.1K
$12K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$606 - $768
|
30
$327
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.62% |
$101 - $128
|
811
$8.83K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.31% |
$20.2 - $25.6
|
320
$3.48K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-200Closed |
$4.04K - $5.12K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-493- 3.65% |
$9.96K - $12.6K
|
13K
$142K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-500- 1.25% |
$10.1K - $12.8K
|
39.5K
$431K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-651- 17.1% |
$13.2K - $16.7K
|
3.16K
$34.4K
|