Purchases and Sales Made in Q2 2025 in Permian Basin Royalty Trust (PBT)
This table provides information about the institutional ownership of Permian Basin Royalty Trust (PBT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Soft Vest Advisors, LLC
Abilene, TX |
BUY
|
- |
1.78M+ 40.11% |
$15.7M - $22.1M
|
6.21M
$114M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.71M+ 41.25% |
$15M - $21.3M
|
5.84M
$107M
|
|
|
Jul 08, 2025
Q2 2025
|
Mad River Investors
|
BUY
|
- |
412K+ 87.39% |
$3.63M - $5.14M
|
884K
$16.2M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
189K+ 327.88% |
$1.66M - $2.35M
|
246K
$4.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
181K+ 1116.47% |
$1.6M - $2.26M
|
198K
$3.62M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
164K+ 126.29% |
$1.44M - $2.04M
|
293K
$5.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
94K+ 4701.05% |
$828K - $1.17M
|
96K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
87.5K+ 160.35% |
$771K - $1.09M
|
142K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.3KNew |
$408K - $577K
|
46.3K
$848K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
45KNew |
$396K - $560K
|
45K
$823K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.2K+ 145.1% |
$336K - $476K
|
64.5K
$1.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
22.9K+ 4.52% |
$202K - $286K
|
530K
$9.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.6KNew |
$164K - $232K
|
18.6K
$340K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18.4KNew |
$162K - $229K
|
18.4K
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$139K - $196K
|
15.7K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.1KNew |
$133K - $188K
|
15.1K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
12.6KNew |
$111K - $157K
|
12.6K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
11.8KNew |
$104K - $147K
|
11.8K
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 39.87% |
$102K - $144K
|
40.5K
$742K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
10KNew |
$88.1K - $125K
|
10K
$183K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
9.8K+ 14.55% |
$86.3K - $122K
|
77.2K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.62K+ 90.33% |
$84.8K - $120K
|
20.3K
$371K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.46K+ 3.29% |
$74.5K - $105K
|
266K
$4.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.52KNew |
$57.5K - $81.3K
|
6.52K
$119K
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
4K+ 12.62% |
$35.2K - $49.8K
|
35.7K
$653K
|
|
|
Aug 07, 2025
Q2 2025
|
Hosking Partners LLP
|
BUY
|
- |
3.58K+ 1.17% |
$31.6K - $44.6K
|
309K
$5.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.21K+ 23.0% |
$28.3K - $40K
|
17.2K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.77K+ 26.97% |
$24.4K - $34.5K
|
13K
$239K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.9K+ 14.54% |
$16.8K - $23.7K
|
15K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 53.05% |
$11.5K - $16.2K
|
3.76K
$68.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.04K+ 19.29% |
$9.14K - $12.9K
|
6.41K
$117K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1KNew |
$8.81K - $12.5K
|
1K
$18.3K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
968+ 5.48% |
$8.53K - $12.1K
|
18.6K
$341K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
949+ 7.07% |
$8.36K - $11.8K
|
14.4K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
884+ 0.36% |
$7.79K - $11K
|
245K
$4.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
437New |
$3.85K - $5.45K
|
437
$8K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
405+ 3.38% |
$3.57K - $5.05K
|
12.4K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
300New |
$2.64K - $3.74K
|
300
$5.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
200New |
$1.76K - $2.49K
|
200
$3.66K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
182New |
$1.6K - $2.27K
|
182
$3.33K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
142New |
$1.25K - $1.77K
|
142
$2.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
100New |
$881 - $1.25K
|
100
$1.83K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
84+ 0.06% |
$740 - $1.05K
|
139K
$2.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41+ 0.13% |
$361 - $511
|
30.9K
$565K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18New |
$159 - $224
|
18
$329
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.68% |
$26.4 - $37.4
|
442
$8.09K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.0% |
$17.6 - $24.9
|
59.2K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3- 0.13% |
$26.4 - $37.4
|
2.38K
$43.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-4- 1.02% |
$35.2 - $49.8
|
389
$7.12K
|