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 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-299- 11.17% |
$2.63K - $3.73K
|
2.38K
$43.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
SELL
|
- |
-402- 2.21% |
$3.54K - $5.01K
|
17.8K
$326K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-480Closed |
$4.23K - $5.98K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-878- 93.6% |
$7.74K - $10.9K
|
60
$1.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-986- 0.42% |
$8.69K - $12.3K
|
236K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1K- 0.84% |
$8.81K - $12.5K
|
118K
$2.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 19.27% |
$10.9K - $15.4K
|
5.18K
$94.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.3K- 3.91% |
$11.5K - $16.2K
|
31.9K
$584K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.9K- 9.31% |
$25.5K - $36.1K
|
28.2K
$516K
|
|
|
Jul 14, 2025
Q2 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-4.62K- 0.71% |
$40.7K - $57.5K
|
643K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.25K- 98.66% |
$55.1K - $77.9K
|
85
$1.56K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.86K- 8.88% |
$60.4K - $85.4K
|
70.3K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.1K- 19.39% |
$116K - $164K
|
54.6K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-21.5K- 74.14% |
$189K - $268K
|
7.5K
$137K
|
|
|
Jul 30, 2025
Q2 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-37.2K- 2.5% |
$328K - $463K
|
1.45M
$26.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-53.3K- 83.69% |
$470K - $664K
|
10.4K
$190K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-57.3K- 86.24% |
$505K - $714K
|
9.14K
$167K
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-60.6K- 45.97% |
$534K - $755K
|
71.2K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-62.9K- 50.0% |
$554K - $784K
|
62.9K
$1.15M
|