Who owns Permian Basin Royalty Trust?
- Ticker: PBT
- CUSIP Number: 714236106
Tip: Access positions for across all investors
Analyze quarterly positions in Permian Basin Royalty Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Permian Basin Royalty Trust stock
Who bought or sold Permian Basin Royalty Trust this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| SoftVest Advisors | 4.3M | $52M | 4% | Mar 2024 |
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| Horizon Kinetics Asset Management | 3.6M | $50M | -9% | Dec 2023 |
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| Schwartz Investment Counsel | 982k | $12M | 22% | Mar 2024 |
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| Foundation Resource Management | 683k | $8.3M | 1% | Mar 2024 |
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| Hosking Partners | 455k | $5.5M | -3% | Mar 2024 |
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| UBS Group | 434k | $5.3M | -6% | Mar 2024 |
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| Moors & Cabot | 373k | $4.5M | 39% | Mar 2024 |
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| MRM-Horizon Advisors | 252k | $3.1M | -2% | Mar 2024 |
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| Susquehanna International | 241k | $2.9M | 3% | Mar 2024 |
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| Morgan Stanley | 181k | $2.2M | -28% | Mar 2024 |
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| Citadel Advisors | 172k | $2.1M | -55% | Mar 2024 |
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| Beacon Pointe Advisors | 147k | $2.1M | 3% | Dec 2023 |
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| LPL Financial | 137k | $1.7M | -22% | Mar 2024 |
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| Santa Monica Partners | 87k | $1.0M | 0% | Mar 2024 |
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| Capital Analysts | 83k | $1.0M | 52% | Mar 2024 |
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| Pathstone Holdings | 82k | $991k | -18% | Mar 2024 |
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| Wells Fargo & Company | 77k | $926k | -68% | Mar 2024 |
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| Commonwealth Equity Services | 73k | $879k | 45% | Mar 2024 |
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| Essex Financial Services | 66k | $795k | -2% | Mar 2024 |
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| Fielder Capital Group | 55k | $668k | -10% | Mar 2024 |
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| Kingswood Wealth Advisors | 55k | $663k | -53% | Mar 2024 |
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| Group One Trading | 51k | $619k | 18% | Mar 2024 |
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| Resurgent Financial Advisors | 48k | $581k | 0% | Mar 2024 |
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| EagleClaw Capital Managment | 41k | $489k | 19% | Mar 2024 |
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| Raymond James & Associates | 35k | $423k | -34% | Mar 2024 |
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| Beese Fulmer Investment Management | 34k | $405k | -9% | Mar 2024 |
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| Jane Street | 32k | $389k | 110% | Mar 2024 |
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| Lagoda Investment Management | 30k | $367k | 17% | Mar 2024 |
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| HighTower Advisors | 30k | $356k | 13% | Mar 2024 |
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| Qube Research & Technologies | 29k | $356k | 55% | Mar 2024 |
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| Captrust Financial Advisors | 29k | $347k | -73% | Mar 2024 |
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| Fruth Investment Management | 25k | $306k | 0% | Mar 2024 |
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| Russell Investments | 24k | $294k | -16% | Mar 2024 |
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| Capital Investment Advisors | 22k | $265k | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 21k | $251k | 100% | Mar 2024 |
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| Advisory Alpha | 21k | $247k | -3% | Mar 2024 |
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| Ronald Blue Trust | 20k | $247k | 0% | Mar 2024 |
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| Ingalls & Snyder | 20k | $245k | -21% | Mar 2024 |
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| Cambridge Investment Research Advisors | 19k | $233k | -6% | Mar 2024 |
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| Bank of America Corporation | 18k | $214k | -5% | Mar 2024 |
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| PFG Investments | 17k | $209k | 100% | Mar 2024 |
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| Creative Planning | 14k | $175k | -15% | Mar 2024 |
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| Price Jennifer C. | 14k | $168k | 0% | Mar 2024 |
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| Simplex Trading | 13k | $160k | 658% | Mar 2024 |
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| Warren Averett Asset Management | 13k | $153k | 0% | Mar 2024 |
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| We Are One Seven | 11k | $156k | -20% | Dec 2023 |
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| Welch Group | 11k | $130k | 0% | Mar 2024 |
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| Advisor Group Holdings | 8.8k | $106k | -17% | Mar 2024 |
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| State of Wyoming | 8.7k | $106k | -25% | Mar 2024 |
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| Steward Partners Investment Advisory | 8.3k | $100k | 83% | Mar 2024 |
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| Royal Bank of Canada | 6.5k | $0 | 3% | Mar 2024 |
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| Sandy Spring Bank | 6.5k | $79k | 0% | Mar 2024 |
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| Pnc Financial Services | 5.9k | $72k | 0% | Mar 2024 |
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| Venturi Wealth Management | 5.6k | $68k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 1.9k | $23k | 0% | Mar 2024 |
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| Tower Research Capital | 1.8k | $22k | 20200% | Mar 2024 |
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| Global Retirement Partners | 1.8k | $22k | 0% | Mar 2024 |
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| Goss Wealth Management | 1.7k | $20k | 155% | Mar 2024 |
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| CoreFirst Bank & Trust | 1.6k | $20k | 0% | Mar 2024 |
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| Lummis Asset Management | 1.2k | $15k | 0% | Mar 2024 |
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| FRG Family Wealth Advisors | 1.2k | $14k | 100% | Mar 2024 |
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| Sugarloaf Wealth Management | 1.0k | $12k | 100% | Mar 2024 |
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| Gradient Investments | 1.0k | $12k | 0% | Mar 2024 |
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| Us Bancorp | 890.00 | $11k | 100% | Mar 2024 |
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| IFP Advisors | 856.00 | $12k | 1% | Dec 2023 |
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| Spire Wealth Management | 750.00 | $9.0k | 0% | Mar 2024 |
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| Harbour Investments | 528.00 | $7.4k | 1% | Dec 2023 |
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| Brian McDonald | 501.00 | $6.1k | 0% | Mar 2024 |
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| Anchor Investment Management | 500.00 | $6.0k | 100% | Mar 2024 |
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| Newbridge Financial Services Group | 463.00 | $5.6k | 1% | Mar 2024 |
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| CVA Family Office | 463.00 | $6.5k | 100% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 416.00 | $5.0k | 100% | Mar 2024 |
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| Tucker Asset Management | 400.00 | $5.6k | 100% | Dec 2023 |
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| Fortis Group Advisors | 200.00 | $2.4k | -50% | Mar 2024 |
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| SJS Investment Consulting | 140.00 | $1.7k | 100% | Mar 2024 |
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| CWM | 100.00 | $1.0k | 0% | Mar 2024 |
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| Signature | 87.00 | $1.0k | -95% | Mar 2024 |
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| Hartland & Co | 82.00 | $1.1k | 1% | Dec 2023 |
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| Anfield Capital Management | 7.00 | $85.000300 | 100% | Mar 2024 |
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Who sold out of Permian Basin Royalty Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Quadrature Capital | Sep 2023 | 43k | $909k |
| Hrt Financial | Dec 2023 | 29k | $404k |
| Navellier & Associates | Dec 2023 | 22k | $312k |
| Ameriprise Financial | Sep 2023 | 18k | $374k |
| Sowell Financial Services | Dec 2023 | 16k | $219k |
| Virtus ETF Advisers | Dec 2023 | 9.4k | $131k |
| Lazard Asset Management | Sep 2023 | 8.4k | $178k |
| Dorsey Wright & Associates | Sep 2023 | 3.4k | $72k |
| Quantbot Technologies | Sep 2023 | 1.7k | $37k |
| Advisory Services Network | Dec 2023 | 1.0k | $14k |
| ORG Partners | Dec 2023 | 240.00 | $3.4k |