Purchases and Sales Made in Q3 2023 in Permian Basin Royalty Trust (PBT)
This table provides information about the institutional ownership of Permian Basin Royalty Trust (PBT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.43K- 10.3% |
$48.1K - $61.5K
|
21.2K
$388K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.34K- 65.84% |
$66K - $84.4K
|
1.73K
$31.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.09K- 7.18% |
$80.9K - $103K
|
52.9K
$967K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.24K- 42.92% |
$104K - $133K
|
6.98K
$128K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-6.44K- 84.9% |
$127K - $163K
|
1.15K
$21K
|
|
|
Oct 10, 2023
Q3 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-8.58K- 1.25% |
$170K - $217K
|
677K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.2K- 49.94% |
$260K - $333K
|
13.2K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-19.8K- 26.6% |
$391K - $500K
|
54.6K
$999K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-22.2K- 34.96% |
$440K - $562K
|
41.4K
$757K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33.2K- 18.81% |
$656K - $839K
|
143K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.1K- 66.12% |
$753K - $963K
|
19.5K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-47K- 1.18% |
$929K - $1.19M
|
3.95M
$72.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.5K- 17.28% |
$1.04M - $1.33M
|
251K
$4.6M
|