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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.09K- 3.35% |
$10.5K - $13.2K
|
31.4K
$575K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.75K- 2.88% |
$17K - $21.3K
|
59.2K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.45K- 50.0% |
$23.7K - $29.7K
|
2.45K
$44.8K
|
|
|
May 12, 2025
Q1 2025
|
Hosking Partners LLP
|
SELL
|
- |
-2.59K- 0.84% |
$25K - $31.4K
|
305K
$5.58M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-3K- 8.65% |
$29K - $36.5K
|
31.7K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.05K- 36.2% |
$29.5K - $37.1K
|
5.38K
$98.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.75K- 42.2% |
$84.6K - $106K
|
12K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.8K- 51.38% |
$105K - $132K
|
10.3K
$188K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-12.7K- 36.44% |
$123K - $154K
|
22.1K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.3K- 20.79% |
$138K - $174K
|
54.6K
$999K
|
|
|
Apr 14, 2025
Q1 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-14.7K- 2.21% |
$142K - $178K
|
648K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.2K- 11.13% |
$157K - $197K
|
130K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-29.9K- 53.18% |
$289K - $363K
|
26.3K
$481K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-55.3K- 18.92% |
$534K - $671K
|
237K
$4.33M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-86.9K- 14.63% |
$841K - $1.06M
|
507K
$9.28M
|