Free Trial
→ A New Way to Double Your Retirement Income? (From Investors Alley) (Ad)tc pixel Free PBT Stock Alerts

Permian Basin Royalty Trust (PBT) Institutional Ownership

Permian Basin Royalty Trust logo
$18.22 -0.13 (-0.71%)
Closing price 09/18/2025 03:59 PM Eastern
Extended Trading
$18.23 +0.01 (+0.03%)
As of 09/18/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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)
53
Total
Institutional Inflows
(last 12 months)
$75.95M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$4.64M
Get PBT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Permian Basin Royalty Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PBT Institutional Buying and Selling by Quarter

Permian Basin Royalty Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Advisory Services Network LLC246,391$3.30M0.1%+327.9%0.529%
8/19/2025 State of Wyoming28,215$352K0.0%-9.3%0.061%
8/15/2025 SoftVest Advisors LLC6,206,624$77.34M9.7%+40.1%13.316%
8/15/2025 Lazard Asset Management LLC9,143$113K0.0%-86.2%0.020%
8/15/2025 Bank of America Corp DE13,037$162K0.0%+27.0%0.028%
8/15/2025 Ameriprise Financial Inc.17,185$214K0.0%+23.0%0.037%
8/14/2025 Raymond James Financial Inc.64,466$803K0.0%+145.1%0.138%
8/14/2025 NewEdge Advisors LLC3,762$47K0.0%+53.1%0.008%
8/13/2025 Lido Advisors LLC117,842$1.47M0.0%-0.8%0.253%
8/13/2025 Virtus Investment Advisers LLC14,369$179K0.1%+7.1%0.031%
8/13/2025 Quadrature Capital Ltd18,597$232K0.0%N/A0.040%
8/12/2025 XTX Topco Ltd15,052$188K0.0%N/A0.032%
8/12/2025 Horizon Kinetics Asset Management LLC5,839,825$72.76M0.9%+41.3%12.529%
8/12/2025 JPMorgan Chase & Co.104,298$1.30M0.0%+2,233.8%0.224%
8/12/2025 BWM Planning LLC103,725$1.29M0.4%-0.6%0.223%
8/8/2025 Creative Planning14,995$187K0.0%+14.5%0.032%
8/8/2025 EagleClaw Capital Managment LLC35,700$445K0.1%+12.6%0.077%
8/6/2025 Atlantic Union Bankshares Corp6,524$81K0.0%N/A0.014%
8/6/2025 Moors & Cabot Inc.530,208$6.61M0.3%+4.5%1.138%
8/5/2025 Atlas Wealth Partners LLC77,163$960K1.1%+14.5%0.166%
8/5/2025 Access Investment Management LLC5,178$64K0.0%N/A0.011%
8/1/2025 Clark Asset Management LLC10,000$124K0.0%N/A0.021%
8/1/2025 Bessemer Group Inc.96,021$1.20M0.0%+4,701.1%0.206%
7/30/2025 Schwartz Investment Counsel Inc.1,449,709$18.02M0.6%-2.5%3.110%
7/29/2025 Stratos Wealth Partners LTD.20,270$253K0.0%+90.3%0.043%
7/17/2025 Avondale Wealth Management7,500$93K0.1%-74.1%0.016%
7/14/2025 Kapitalo Investimentos Ltda11,761$147K0.0%N/A0.025%
7/14/2025 Foundation Resource Management Inc.643,257$8.02M1.2%-0.7%1.380%
5/15/2025Promethium Advisors LLC131,829$1.31M0.8%+46.4%0.283%
5/15/2025State of Wyoming31,113$308K0.0%+72.8%0.067%
5/12/2025Hosking Partners LLP304,966$3.02M0.1%-0.8%0.654%
5/8/2025EagleClaw Capital Managment LLC31,700$314K0.0%-8.6%0.068%
5/8/2025Moors & Cabot Inc.507,293$5.03M0.3%-14.6%1.088%
5/7/2025LPL Financial LLC236,783$2.35M0.0%-18.9%0.508%
5/6/2025Financial Sense Advisors Inc.25,000$248K0.1%+25.0%0.054%
5/5/2025Atlas Wealth Partners LLC67,363$666K0.8%+1.9%0.145%
5/2/2025Napatree Capital LLC46,273$457K0.3%+105.1%0.099%
4/30/2025Pekin Hardy Strauss Inc.15,500$154K0.0%+19.2%0.033%
4/25/2025Essex Financial Services Inc.59,172$586K0.0%-2.9%0.127%
4/24/2025Sunbelt Securities Inc.6,335$63K0.0%+7,352.9%0.014%
4/24/2025Schwartz Investment Counsel Inc.1,486,902$14.68M0.5%+7.2%3.190%
4/23/2025Golden State Wealth Management LLC4,892$48K0.0%+100.0%0.010%
4/22/2025Cambridge Investment Research Advisors Inc.11,980$119K0.0%-42.2%0.026%
4/22/2025Mad River Investors471,693$4.67M2.0%+91.5%1.012%
4/21/2025Kingswood Wealth Advisors LLC22,118$218K0.0%-36.4%0.047%
4/14/2025Foundation Resource Management Inc.647,872$6.42M1.0%-2.2%1.390%
4/8/2025Avondale Wealth Management29,000$287K0.2%+52.6%0.062%
4/8/2025Welch Group LLC18,200$180K0.0%+68.3%0.039%
3/17/2025Wealth Enhancement Advisory Services LLC11,528$127K0.0%-46.2%0.025%
2/17/2025Lazard Asset Management LLC56,268$623K0.0%N/A0.121%
2/17/2025Ameriprise Financial Inc.11,688$128K0.0%+16.1%0.025%
2/14/2025Jane Street Group LLC42,885$475K0.0%N/A0.092%
2/14/2025Lido Advisors LLC114,642$1.27M0.0%+113.4%0.246%
2/14/2025Beacon Pointe Advisors LLC138,924$1.53M0.0%+42.1%0.298%
2/14/2025GeoWealth Management LLC49,947$550K0.0%+22.5%0.107%
2/13/2025Raymond James Financial Inc.56,180$622K0.0%N/A0.121%
2/13/2025Russell Investments Group Ltd.12,132$134K0.0%+28.3%0.026%
2/13/2025Wells Fargo & Company MN233,493$2.59M0.0%+211.0%0.501%
2/12/2025Brown Brothers Harriman & Co.22,645$251K0.0%N/A0.049%
2/12/2025JPMorgan Chase & Co.4,782$53K0.0%+88.9%0.010%
2/11/2025Napatree Capital LLC22,563$249K0.1%N/A0.048%
2/11/2025LPL Financial LLC292,045$3.24M0.0%+7.5%0.627%
2/10/2025Horizon Kinetics Asset Management LLC3,946,083$43.72M0.5%+7.1%8.466%
2/10/2025Commonwealth Equity Services LLC220,527$2.44M0.0%+87.0%0.473%
2/7/2025Moors & Cabot Inc.594,221$6.58M0.3%+11.0%1.275%
2/7/2025OFI Invest Asset Management124,017$1.33M0.0%N/A0.266%
2/7/2025EagleClaw Capital Managment LLC34,700$384K0.1%-16.1%0.074%
2/6/2025Raymond James Financial Inc.56,180$622K0.0%N/A0.121%
2/6/2025Steward Partners Investment Advisory LLC29,467$326K0.0%+45.2%0.063%
2/5/2025Hosking Partners LLP307,551$3.41M0.1%+28.3%0.660%
2/4/2025Access Investment Management LLC6,414$71K0.0%-21.4%0.014%
1/31/2025Atria Wealth Solutions Inc.11,465$127K0.0%N/A0.025%
1/29/2025Schwartz Investment Counsel Inc.1,386,902$15.28M0.6%-1.1%2.976%
1/29/2025Atlas Wealth Partners LLC66,098$730K0.9%+4.0%0.142%
1/28/2025Golden State Wealth Management LLC2,446$27K0.0%N/A0.005%
1/27/2025Stratos Wealth Partners LTD.10,936$121K0.0%N/A0.023%
1/22/2025Kingswood Wealth Advisors LLC34,800$384K0.0%-33.0%0.000%
1/22/2025PFG Investments LLC14,070$156K0.0%-20.4%0.000%
1/16/2025Mad River Investors246,293$2.73M1.3%-10.9%0.000%
1/16/2025Ironwood Wealth Management LLC.12,300$136K0.0%-33.5%0.026%
1/14/2025Foundation Resource Management Inc.662,541$7.34M1.2%-1.0%1.421%
1/13/2025Capital Investment Advisors LLC19,758$218K0.0%-7.0%0.042%
1/10/2025Avondale Wealth Management19,000$211K0.1%+100.0%0.041%
11/14/2024Flow Traders U.S. LLC14,009$167K0.0%N/A0.000%
11/13/2024Horizon Kinetics Asset Management LLC3,684,264$43.81M0.7%+0.0%0.000%
11/13/2024Independent Advisor Alliance70,403$837K0.0%N/A0.000%
11/8/2024Moors & Cabot Inc.535,151$6.36M0.3%+16.3%0.000%
11/8/2024EagleClaw Capital Managment LLC41,375$492K0.1%+2.3%0.000%
11/8/2024Prospera Private Wealth LLC9,271$110K0.0%N/A0.000%
11/5/2024Apollon Wealth Management LLC15,145$180K0.0%N/A0.000%
11/4/2024Access Investment Management LLC8,164$97K0.0%N/A0.018%
10/24/2024PFG Investments LLC17,666$210K0.0%-5.4%0.038%
10/23/2024Schwartz Investment Counsel Inc.1,402,402$16.65M0.6%+23.0%0.000%
10/22/2024International Assets Investment Management LLC8,323$99K0.0%+1,089.0%0.000%
10/22/2024Mad River Investors276,382$3.29M1.8%+4.6%0.593%
10/19/2024Atlas Wealth Partners LLC63,556$758K1.2%N/A0.000%
10/16/2024Ironwood Financial llc18,500$220K0.0%N/A0.040%
10/10/2024Avondale Wealth Management9,500$113K0.1%N/A0.020%
10/10/2024Foundation Resource Management Inc.669,334$7.96M1.2%-1.6%1.436%
10/9/2024BWM Planning LLC103,725$1.23M0.5%N/A0.223%
(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, 78 institutional investors and hedge funds held shares of Permian Basin Royalty Trust. The most heavily invested institutionals were SoftVest Advisors LLC ($77.34M), Horizon Kinetics Asset Management LLC ($72.76M), Schwartz Investment Counsel Inc. ($18.02M), Foundation Resource Management Inc. ($8.02M), Moors & Cabot Inc. ($6.61M), UBS Group AG ($6.47M), and Mad River Investors ($4.67M).Learn more on Permian Basin Royalty Trust's institutional investors.

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

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

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

Of the 69 institutional investors that purchased Permian Basin Royalty Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Horizon Kinetics Asset Management LLC ($1.97M), SoftVest Advisors LLC ($1.78M), Schwartz Investment Counsel Inc. ($884.60K), Moors & Cabot Inc. ($263.40K), Mad River Investors ($250.19K), OFI Invest Asset Management ($248.03K), and Advisory Services Network LLC ($188.81K).

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

Institutional investors have bought a total of 6,351,919 shares in the last 24 months. This purchase volume represents approximately $75.95M in transactions.

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

Of the 20 institutional investors that sold Permian Basin Royalty Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Moors & Cabot Inc. ($86.93K), Lazard Asset Management LLC ($57.30K), LPL Financial LLC ($55.26K), Schwartz Investment Counsel Inc. ($52.69K), Foundation Resource Management Inc. ($37.08K), Mad River Investors ($30.09K), and Kingswood Wealth Advisors LLC ($29.81K).

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

Institutional investors have sold a total of 421,919 shares in the last 24 months. This volume of shares sold represents approximately $4.64M in transactions.


Related Companies

This page (NYSE:PBT) was last updated on 9/19/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsoredtc pixel
A New Way to Double Your Retirement Income?
Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boo...
Investors Alley | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Strange crypto pattern discovered by 40-person research team
Something unusual is happening inside a 40-person crypto research firm. They're helping 8,000+ ordinary peo...
Crypto Swap Profits | Sponsoredtc pixel
IRS Wants Another Check on Sept 15th—What If You Could Keep It Instead?
On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...
American Alternative | Sponsoredtc pixel
Forget AI Stocks — This Device Will REPLACE the Microchip
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
This is the “End of Tesla” as we know it…
Jeff has identified five of the past seven number-one performing tech stocks — before they took off. His Tesla...
Brownstone Research | Sponsoredtc pixel