Purchases and Sales Made in Q2 2023 in Permian Basin Royalty Trust (PBT)

PBT Quotes by TradingView

This table provides information about the institutional ownership of Permian Basin Royalty Trust (PBT) during Q2 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
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
79.4K
+ 89.77%
$1.79M - $2.16M
168K $1.82M
Jul 25, 2023 Q2 2023
Atlas Wealth Partners, LLC

Wyomissing, PA
BUY
 -
64.1K
New
$1.45M - $1.75M
64.1K $694K
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
63.6K
New
$1.44M - $1.73M
63.6K $688K
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
61.3K
+ 53.2%
$1.38M - $1.67M
176K $1.91M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
42.1K
+ 21.55%
$951K - $1.15M
238K $2.57M
Aug 02, 2023 Q2 2023
Hosking Partners LLP

BUY
 -
34.5K
+ 8.44%
$780K - $942K
444K $4.8M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
25.7K
+ 9.24%
$580K - $700K
304K $3.29M
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
14.7K
New
$331K - $400K
14.7K $159K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
12.7K
+ 92.52%
$286K - $345K
26.3K $285K
Aug 14, 2023 Q2 2023
Quadrature Capital LTD

London, X0
BUY
 -
11.3K
New
$255K - $308K
11.3K $122K
Aug 14, 2023 Q2 2023
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
9.67K
New
$218K - $263K
9.67K $105K
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
9.61K
New
$217K - $262K
9.61K $104K
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
4.85K
+ 2.51%
$110K - $132K
198K $2.15M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.47K
+ 5.15%
$78.4K - $94.6K
70.9K $767K
Aug 09, 2023 Q2 2023
Eagle Claw Capital Managment, LLC

Boston, MA
BUY
 -
3.1K
+ 9.98%
$70K - $84.5K
34.2K $370K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.93K
+ 154.05%
$66.1K - $79.8K
4.83K $52.2K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
2.78K
+ 19.22%
$62.7K - $75.7K
17.2K $186K
Aug 03, 2023 Q2 2023
Mad River Investors

BUY
 -
2.62K
+ 0.79%
$59.2K - $71.5K
335K $3.62M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.93K
+ 18.71%
$43.5K - $52.5K
12.2K $132K
Aug 14, 2023 Q2 2023
Lagoda Investment Management, L.P.

New York, NY
BUY
 -
1.5K
+ 6.06%
$33.8K - $40.8K
26.2K $283K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1.3K
+ 9.56%
$29.4K - $35.5K
14.9K $161K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
1.07K
+ 2.97%
$24.1K - $29.1K
37K $400K
Aug 14, 2023 Q2 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
800
+ 8.42%
$18.1K - $21.8K
10.3K $111K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
750
New
$16.9K - $20.4K
750 $8.12K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
463
New
$10.5K - $12.6K
463 $5.01K
Aug 08, 2023 Q2 2023
Rhumbline Advisers

Boston, MA
BUY
 -
355
New
$8.02K - $9.68K
355 $3.84K
Jul 26, 2023 Q2 2023
Dorsey Wright & Associates

BUY
 -
351
+ 11.12%
$7.93K - $9.57K
3.51K $38K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
321
+ 100.31%
$7.25K - $8.75K
641 $6.94K
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
300
+ 2.2%
$6.77K - $8.18K
13.9K $151K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
293
New
$6.62K - $7.99K
293 $3.17K
Aug 14, 2023 Q2 2023
State Of Wyoming

Cheyenne, WY
BUY
 -
252
+ 2.25%
$5.69K - $6.87K
11.5K $124K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
226
+ 75.59%
$5.1K - $6.16K
525 $5.68K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
200
+ 3.5%
$4.52K - $5.45K
5.91K $64K
Aug 10, 2023 Q2 2023
Stone House Investment Management, LLC

BUY
 -
170
New
$3.84K - $4.63K
170 $1.84K
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
120
+ 2.59%
$2.71K - $3.27K
4.76K $51.5K
Aug 14, 2023 Q2 2023
Alps Advisors Inc

Denver, CO
BUY
 -
105
+ 0.79%
$2.37K - $2.86K
13.5K $146K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
89
+ 0.35%
$2.01K - $2.43K
25.5K $276K
Jul 13, 2023 Q2 2023
Sinecera Capital, LLC

BUY
 -
88
+ 0.07%
$1.99K - $2.4K
122K $1.33M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
62
+ 4.24%
$1.4K - $1.69K
1.52K $16.5K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
50
+ 166.67%
$1.13K - $1.36K
80 $866
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
4
+ 0.48%
$90.3 - $109
841 $9.1K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
2
+ 0.25%
$45.2 - $54.5
813 $8.8K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 31, 2023 Q2 2023
Antonetti Capital Management LLC

SELL
 -
-20
- 66.67%
$452 - $545
10 $108
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-51
- 0.05%
$1.15K - $1.39K
110K $1.19M
Aug 03, 2023 Q2 2023
New Square Capital LLC

SELL
 -
-110
- 39.29%
$2.48K - $3K
170 $1.84K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-455
- 18.12%
$10.3K - $12.4K
2.06K $22.2K
Aug 11, 2023 Q2 2023
Titleist Asset Management, LLC

San Antonio, TX
SELL
 -
-507
- 5.0%
$11.4K - $13.8K
9.64K $104K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-581
- 5.39%
$13.1K - $15.8K
10.2K $110K

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