Purchases and Sales Made in Q4 2024 in Permian Basin Royalty Trust (PBT)
This table provides information about the institutional ownership of Permian Basin Royalty Trust (PBT) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-34- 0.52% |
$357 - $471
|
6.52K
$65.2K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-121- 0.41% |
$1.27K - $1.68K
|
29.2K
$291K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-127- 59.91% |
$1.33K - $1.76K
|
85
$849
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-310- 50.49% |
$3.25K - $4.3K
|
304
$3.04K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-785- 4.18% |
$8.23K - $10.9K
|
18K
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1K- 10.61% |
$10.5K - $13.9K
|
8.43K
$84.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.01K- 31.2% |
$10.6K - $14K
|
2.23K
$22.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 7.05% |
$15.7K - $20.8K
|
19.8K
$197K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.75K- 21.44% |
$18.4K - $24.3K
|
6.41K
$64.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.91K- 18.08% |
$30.5K - $40.4K
|
13.2K
$132K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.6K- 20.36% |
$37.7K - $49.8K
|
14.1K
$141K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-6.2K- 33.51% |
$65K - $85.9K
|
12.3K
$123K
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-6.68K- 16.13% |
$70K - $92.5K
|
34.7K
$347K
|
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-6.79K- 1.01% |
$71.3K - $94.2K
|
663K
$6.62M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.89K- 46.18% |
$104K - $137K
|
11.5K
$115K
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-15.5K- 1.11% |
$163K - $215K
|
1.39M
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-17.1K- 32.99% |
$180K - $237K
|
34.8K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.7K- 45.13% |
$280K - $370K
|
32.5K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Mad River Investors
|
SELL
|
- |
-30.1K- 10.89% |
$316K - $417K
|
246K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.5K- 35.22% |
$341K - $451K
|
59.8K
$598K
|