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Permian Basin Royalty Trust (PBT) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Permian Basin Royalty Trust (NYSE:PBT)

Current
Institutional Ownership
Percentage
28.86%
Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$31.69M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$15.98M
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PBT Institutional Buying and Selling by Quarter

Permian Basin Royalty Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Hosking Partners LLP454,897$5.50M0.2%-12.4%0.976%
4/30/2024Commonwealth Equity Services LLC72,614$879K0.0%+45.3%0.156%
4/25/2024 Fielder Capital Group LLC55,242$668K0.3%-10.4%0.119%
4/24/2024 Essex Financial Services Inc.65,699$795K0.1%-1.6%0.141%
4/22/2024 PFG Investments LLC17,266$209K0.0%N/A0.037%
4/19/2024 Mad River Investors252,447$3.06M2.1%-1.9%0.542%
4/15/2024 Kingswood Wealth Advisors LLC55,006$663K0.1%-53.2%0.118%
4/11/2024 Foundation Resource Management Inc.682,634$8.26M1.3%+0.8%1.465%
4/8/2024 Beese Fulmer Investment Management Inc.33,517$405K0.0%-9.1%0.072%
2/13/2024Aristides Capital LLC11,679$163K0.1%N/A0.025%
2/13/2024Tower Research Capital LLC TRC 1,916$27K0.0%+21,188.9%0.004%
2/9/2024UBS Group AG463,587$6.47M0.0%-3.3%0.995%
2/8/2024Navellier & Associates Inc.22,376$312K0.0%+92.2%0.048%
2/8/2024Beacon Pointe Advisors LLC147,246$2.06M0.0%+2.8%0.316%
2/6/2024 Fielder Capital Group LLC61,642$861K0.5%N/A0.132%
2/6/2024 Essex Financial Services Inc.66,792$932K0.1%+26.4%0.143%
2/5/2024Russell Investments Group Ltd.28,802$402K0.0%+18.5%0.062%
1/29/2024Ingalls & Snyder LLC25,650$358K0.0%+90.0%0.055%
1/26/2024 Mad River Investors257,289$3.59M3.3%-23.4%0.552%
1/26/2024Schwartz Investment Counsel Inc.803,849$11.25M0.4%+40.6%1.725%
1/24/2024Sowell Financial Services LLC15,584$219K0.0%-21.2%0.033%
1/24/2024 International Assets Investment Management LLC2,792$39K0.0%+1,296.0%0.006%
1/23/2024Advisory Alpha LLC21,006$294K0.0%-49.2%0.045%
1/18/2024 Global Retirement Partners LLC1,802$26K0.0%-31.2%0.004%
1/16/2024 Kingswood Wealth Advisors LLC117,499$1.65M0.2%-17.5%0.252%
1/16/2024 Raymond James & Associates52,605$734K0.0%-24.1%0.113%
11/16/2023 Essex Financial Services Inc.52,861$1.12M0.1%-7.2%0.113%
11/14/2023Quadrature Capital Ltd42,809$909K0.0%+279.0%0.092%
11/14/2023Waverly Advisors LLC12,867$273K0.0%+30.4%0.028%
11/14/2023Lagoda Investment Management L.P.27,250$579K0.4%+4.2%0.058%
11/13/2023LPL Financial LLC175,257$3.72M0.0%+4.5%0.376%
11/9/2023Navellier & Associates Inc.11,642$247K0.0%-5.2%0.025%
11/9/2023UBS Group AG479,363$10.19M0.0%+1.5%1.028%
11/8/2023Hosking Partners LLP470,891$10.01M0.4%+6.0%1.010%
11/8/2023Sowell Financial Services LLC19,777$421K0.0%N/A0.042%
11/8/2023Moors & Cabot Inc.217,741$4.63M0.3%+9.7%0.467%
11/7/2023Virtus ETF Advisers LLC8,440$179K0.1%-8.8%0.018%
11/7/2023Quantbot Technologies LP1,731$37K0.0%-65.8%0.004%
11/3/2023 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA13,571$264K0.0%-7.5%0.029%
11/2/2023Ingalls & Snyder LLC13,500$287K0.0%N/A0.029%
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10/24/2023 Stratos Wealth Partners LTD.9,478$201K0.0%-7.0%0.020%
10/24/2023 Raymond James & Associates69,300$1.47M0.0%-2.3%0.149%
10/24/2023 Kingswood Wealth Advisors LLC142,367$3.02M0.8%N/A0.305%
10/24/2023 Cambridge Investment Research Advisors Inc.21,177$450K0.0%-10.3%0.045%
10/18/2023 Mad River Investors335,730$7.13M5.1%+0.3%0.720%
10/18/2023Advisory Alpha LLC41,371$878K0.0%-35.0%0.089%
10/17/2023Schwartz Investment Counsel Inc.571,849$12.15M0.5%+30.0%1.227%
10/13/2023 Global Retirement Partners LLC2,618$51K0.0%+222.0%0.006%
10/10/2023 Foundation Resource Management Inc.676,963$14.39M2.4%-1.3%1.452%
8/14/2023Horizon Kinetics Asset Management LLC3,993,403$99.56M2.1%-1.1%8.568%
8/10/2023EagleClaw Capital Managment LLC34,150$851K0.2%+10.0%0.073%
8/10/2023Moors & Cabot Inc.198,474$4.95M0.3%+2.5%0.426%
8/9/2023 Essex Financial Services Inc.56,949$1.42M0.2%-75.4%0.122%
8/7/2023Navellier & Associates Inc.12,281$306K0.1%-5.7%0.026%
8/3/2023 Mad River Investors334,871$8.09M6.0%+0.8%0.718%
8/2/2023Hosking Partners LLP444,065$11.07M0.5%+8.4%0.953%
8/1/2023Signaturefd LLC1,500$37K0.0%-54.9%0.003%
8/1/2023 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA14,668$366K0.0%N/A0.031%
7/31/2023LPL Financial LLC167,759$4.18M0.0%+89.8%0.360%
7/25/2023 Raymond James & Associates70,926$1.77M0.0%+5.1%0.152%
7/25/2023Atlas Wealth Partners LLC64,143$1.50M4.3%N/A0.138%
7/21/2023Creative Planning17,229$430K0.0%+19.2%0.037%
7/18/2023 Stratos Wealth Partners LTD.10,192$254K0.0%-5.4%0.022%
7/14/2023 SeaCrest Wealth Management LLC14,908$372K0.0%+9.6%0.032%
7/13/2023 Cambridge Investment Research Advisors Inc.23,609$589K0.0%-82.1%0.051%
7/12/2023 Foundation Resource Management Inc.685,543$17.09M2.8%-0.3%1.471%
7/11/2023 Beese Fulmer Investment Management Inc.36,867$919K0.1%-6.8%0.079%
7/11/2023 Capital Investment Advisors LLC22,035$550K0.0%-7.8%0.047%
5/18/2023Titleist Asset Management LLC10,144$248K0.1%N/A0.022%
5/11/2023 Cambridge Investment Research Advisors Inc.131,732$3.21M0.0%+31.4%0.283%
5/9/2023Hosking Partners LLP409,520$9.99M0.5%-17.0%0.879%
5/9/2023Schwartz Investment Counsel Inc.439,978$10.74M0.5%+378.8%0.944%
5/8/2023MGO One Seven LLC13,645$333K0.0%+3.8%0.029%
5/5/2023Capital Analysts LLC113,928$2.78M0.2%-16.9%0.244%
5/5/2023EagleClaw Capital Managment LLC31,050$758K0.2%N/A0.067%
5/5/2023Moors & Cabot Inc.193,622$4.72M0.3%+71.5%0.415%
5/4/2023 Mad River Investors332,247$8.11M5.7%+0.3%0.713%
5/2/2023 Venturi Wealth Management LLC5,586$136K0.0%N/A0.012%
4/28/2023Signaturefd LLC3,329$81K0.0%+15.0%0.007%
4/27/2023 Stratos Wealth Partners LTD.10,773$263K0.0%N/A0.023%
4/20/2023Dorsey Wright & Associates3,157$77K0.0%-17.1%0.007%
4/17/2023 E&G Advisors LP10,000$244K0.1%N/A0.021%
4/17/2023 Ronald Blue Trust Inc.20,420$515K0.0%N/A0.044%
4/14/2023 Raymond James & Associates67,454$1.65M0.0%+136.1%0.145%
4/13/2023 Welch Group LLC10,816$264K0.0%+3.9%0.023%
4/11/2023 Foundation Resource Management Inc.687,688$16.78M2.8%-0.3%1.475%
4/11/2023 Beese Fulmer Investment Management Inc.39,539$965K0.1%-1.2%0.085%
4/10/2023 Capital Investment Advisors LLC23,910$583K0.0%-3.7%0.051%
3/6/2023Rockefeller Capital Management L.P.12,157$306K0.0%+141.5%0.026%
2/14/2023Dorsey Wright & Associates3,808$96K0.0%N/A0.008%
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2/13/2023Pathstone Family Office LLC109,600$2.76M0.0%+37.7%0.235%
2/13/2023Hosking Partners LLP493,375$12.43M0.5%+22.9%1.059%
2/13/2023GSA Capital Partners LLP20,901$527K0.1%+38.8%0.045%
2/13/2023Schwartz Investment Counsel Inc.91,893$2.32M0.1%N/A0.197%
2/10/2023Moors & Cabot Inc.112,925$2.85M0.2%+83.6%0.242%
2/9/2023Horizon Kinetics Asset Management LLC3,744,689$94.37M1.6%+21.7%8.034%
2/9/2023HighTower Advisors LLC22,556$570K0.0%+6.9%0.048%
2/8/2023 Raymond James Financial Services Advisors Inc.15,666$395K0.0%N/A0.034%
2/8/2023 Raymond James & Associates28,566$720K0.0%+176.9%0.061%
2/8/2023UBS Group AG573,688$14.46M0.0%+139.7%1.231%
(Data available from 1/1/2016 forward)

PBT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBT shares?

During the previous two years, 67 institutional investors and hedge funds held shares of Permian Basin Royalty Trust. The most heavily invested institutionals were Horizon Kinetics Asset Management LLC ($99.56M), SoftVest Advisors LLC ($67.99M), Schwartz Investment Counsel Inc. ($11.25M), Foundation Resource Management Inc. ($8.26M), UBS Group AG ($6.47M), Hosking Partners LLP ($5.50M), and Moors & Cabot Inc. ($4.63M).Learn more on PBT's institutional investors.

What percentage of Permian Basin Royalty Trust stock is owned by institutional investors?

28.86% of Permian Basin Royalty Trust stock is owned by institutional investors. Learn more on PBT's institutional investor holdings.

Which institutional investors have been buying Permian Basin Royalty Trust stock?

Of the 59 institutional investors that purchased Permian Basin Royalty Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Horizon Kinetics Asset Management LLC ($3.31M), Schwartz Investment Counsel Inc. ($803.85K), UBS Group AG ($561.94K), Hosking Partners LLP ($364.11K), SoftVest Advisors LLC ($258.66K), Moors & Cabot Inc. ($217.74K), and RGT Wealth Advisors LLC ($210.75K).

How much institutional buying is happening at Permian Basin Royalty Trust?

Institutional investors have bought a total of 6,971,384 shares in the last 24 months. This purchase volume represents approximately $138.93M in transactions.

Which Permian Basin Royalty Trust major shareholders have been selling company stock?

Of the 29 institutional investors that sold Permian Basin Royalty Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Essex Financial Services Inc. ($236.07K), Hosking Partners LLP ($148.21K), Cambridge Investment Research Advisors Inc. ($110.56K), Kingswood Wealth Advisors LLC ($87.36K), Mad River Investors ($85.88K), Sinecera Capital LLC ($82.57K), and Capital Analysts LLC ($48.22K).

How much institutional selling is happening at Permian Basin Royalty Trust?

Institutional investors have sold a total of 1,064,726 shares in the last 24 months. This volume of shares sold represents approximately $20.34M in transactions.


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This page (NYSE:PBT) was last updated on 5/3/2024 by MarketBeat.com Staff

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