Purchases and Sales Made in Q1 2025 in Permian Basin Royalty Trust (PBT)
This table provides information about the institutional ownership of Permian Basin Royalty Trust (PBT) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Mad River Investors
|
BUY
|
- |
225K+ 91.52% |
$2.18M - $2.74M
|
472K
$4.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
100K+ 7.21% |
$967K - $1.22M
|
1.49M
$14.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
10K+ 52.63% |
$96.7K - $122K
|
29K
$290K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
7.38K+ 68.27% |
$71.4K - $89.7K
|
18.2K
$182K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.25K+ 7352.94% |
$60.4K - $75.9K
|
6.34K
$63.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.5K+ 19.23% |
$24.2K - $30.4K
|
15.5K
$155K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.45K+ 100.0% |
$23.7K - $29.7K
|
4.89K
$48.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2KNew |
$19.3K - $24.3K
|
2K
$20K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
87New |
$841 - $1.06K
|
87
$869
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.59% |
$29 - $36.5
|
508
$5.07K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 0.46% |
$19.3 - $24.3
|
439
$4.39K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-86- 0.75% |
$832 - $1.04K
|
11.4K
$114K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-898- 4.54% |
$8.68K - $10.9K
|
18.9K
$188K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.75K- 2.88% |
$17K - $21.3K
|
59.2K
$591K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.45K- 50.0% |
$23.7K - $29.7K
|
2.45K
$24.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.75K- 42.2% |
$84.6K - $106K
|
12K
$120K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-12.7K- 36.44% |
$123K - $154K
|
22.1K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-14.7K- 2.21% |
$142K - $178K
|
648K
$6.47M
|