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
$6.14M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
188K+ 4.77% |
$1.82M - $2.29M
|
4.13M
$53.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
100K+ 7.21% |
$967K - $1.22M
|
1.49M
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
62.8K+ 99.63% |
$607K - $763K
|
126K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
57.6KNew |
$557K - $700K
|
57.6K
$749K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
41.8K+ 191.28% |
$404K - $508K
|
63.7K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
41.8K+ 46.42% |
$404K - $508K
|
132K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.7K+ 16.66% |
$355K - $446K
|
257K
$3.35M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
23.7K+ 105.08% |
$229K - $288K
|
46.3K
$602K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.1KNew |
$214K - $269K
|
22.1K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
16.3KNew |
$157K - $197K
|
16.3K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
13.4KNew |
$130K - $163K
|
13.4K
$175K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
13.1K+ 72.77% |
$127K - $159K
|
31.1K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11K+ 4.72% |
$107K - $134K
|
245K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10.2K+ 18.07% |
$98.3K - $124K
|
66.4K
$864K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
10K+ 52.63% |
$96.7K - $122K
|
29K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7.96K+ 13.3% |
$77K - $96.7K
|
67.8K
$882K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
7.38K+ 68.27% |
$71.4K - $89.7K
|
18.2K
$237K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.25K+ 7352.94% |
$60.4K - $75.9K
|
6.34K
$82.4K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5K+ 25.0% |
$48.4K - $60.8K
|
25K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.2K+ 3.66% |
$40.6K - $51K
|
119K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.06K+ 16.03% |
$29.6K - $37.2K
|
22.1K
$288K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
2.92K+ 19.82% |
$28.3K - $35.5K
|
17.7K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.5K+ 19.23% |
$24.2K - $30.4K
|
15.5K
$202K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.45K+ 100.0% |
$23.7K - $29.7K
|
4.89K
$63.6K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.28K+ 19.54% |
$22.1K - $27.8K
|
14K
$182K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2KNew |
$19.3K - $24.3K
|
2K
$26K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.39K+ 4.71% |
$13.4K - $16.9K
|
30.9K
$401K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.27K+ 1.91% |
$12.2K - $15.4K
|
67.4K
$876K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1KNew |
$9.67K - $12.2K
|
1K
$13K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
736+ 42.74% |
$7.12K - $8.94K
|
2.46K
$32K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
634+ 208.55% |
$6.13K - $7.7K
|
938
$12.2K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
451+ 20.25% |
$4.36K - $5.48K
|
2.68K
$34.8K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
393New |
$3.8K - $4.77K
|
393
$5.11K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
286+ 1.86% |
$2.77K - $3.47K
|
15.7K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
161New |
$1.56K - $1.96K
|
161
$2.09K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
87New |
$841 - $1.06K
|
87
$1.13K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.59% |
$29 - $36.5
|
508
$6.61K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 0.46% |
$19.3 - $24.3
|
439
$5.71K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-86- 0.75% |
$832 - $1.04K
|
11.4K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-98- 0.74% |
$948 - $1.19K
|
13.1K
$170K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-184- 0.63% |
$1.78K - $2.24K
|
29K
$377K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-286- 2.62% |
$2.77K - $3.47K
|
10.7K
$139K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-313- 6.55% |
$3.03K - $3.8K
|
4.47K
$58.1K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-415- 0.3% |
$4.01K - $5.04K
|
139K
$1.8M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-435- 59.26% |
$4.21K - $5.29K
|
299
$3.89K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-740- 0.95% |
$7.16K - $8.99K
|
77.2K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-898- 4.54% |
$8.68K - $10.9K
|
18.9K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.09K- 3.35% |
$10.5K - $13.2K
|
31.4K
$409K
|