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Permian Basin Royalty Trust (PBT) Institutional Ownership

Permian Basin Royalty Trust logo
$16.75 +0.16 (+0.94%)
Closing price 08/29/2025 03:59 PM Eastern
Extended Trading
$16.68 -0.07 (-0.39%)
As of 08/29/2025 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.
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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)
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
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Skip Chart & View Institutional Buying and Selling Data

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
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%
5/15/2025 Promethium Advisors LLC131,829$1.31M0.8%+46.4%0.283%
5/15/2025 State of Wyoming31,113$308K0.0%+72.8%0.067%
5/12/2025 Hosking Partners LLP304,966$3.02M0.1%-0.8%0.654%
5/8/2025 EagleClaw Capital Managment LLC31,700$314K0.0%-8.6%0.068%
5/8/2025 Moors & Cabot Inc.507,293$5.03M0.3%-14.6%1.088%
5/7/2025 LPL Financial LLC236,783$2.35M0.0%-18.9%0.508%
5/6/2025 Financial Sense Advisors Inc.25,000$248K0.1%+25.0%0.054%
5/5/2025 Atlas Wealth Partners LLC67,363$666K0.8%+1.9%0.145%
5/2/2025Napatree Capital LLC46,273$457K0.3%+105.1%0.099%
4/30/2025 Pekin Hardy Strauss Inc.15,500$154K0.0%+19.2%0.033%
4/25/2025 Essex Financial Services Inc.59,172$586K0.0%-2.9%0.127%
4/24/2025 Sunbelt Securities Inc.6,335$63K0.0%+7,352.9%0.014%
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4/24/2025 Schwartz Investment Counsel Inc.1,486,902$14.68M0.5%+7.2%3.190%
4/23/2025 Golden State Wealth Management LLC4,892$48K0.0%+100.0%0.010%
4/22/2025 Cambridge Investment Research Advisors Inc.11,980$119K0.0%-42.2%0.026%
4/22/2025 Mad River Investors471,693$4.67M2.0%+91.5%1.012%
4/21/2025 Kingswood Wealth Advisors LLC22,118$218K0.0%-36.4%0.047%
4/14/2025 Foundation Resource Management Inc.647,872$6.42M1.0%-2.2%1.390%
4/8/2025 Avondale Wealth Management29,000$287K0.2%+52.6%0.062%
4/8/2025 Welch Group LLC18,200$180K0.0%+68.3%0.039%
3/17/2025 Wealth Enhancement Advisory Services LLC11,528$127K0.0%-46.2%0.025%
2/17/2025 Lazard Asset Management LLC56,268$623K0.0%N/A0.121%
2/17/2025 Ameriprise Financial Inc.11,688$128K0.0%+16.1%0.025%
2/14/2025 Jane Street Group LLC42,885$475K0.0%N/A0.092%
2/14/2025 Lido Advisors LLC114,642$1.27M0.0%+113.4%0.246%
2/14/2025 Beacon Pointe Advisors LLC138,924$1.53M0.0%+42.1%0.298%
2/14/2025 GeoWealth Management LLC49,947$550K0.0%+22.5%0.107%
2/13/2025 Raymond James Financial Inc.56,180$622K0.0%N/A0.121%
2/13/2025 Russell Investments Group Ltd.12,132$134K0.0%+28.3%0.026%
2/13/2025 Wells Fargo & Company MN233,493$2.59M0.0%+211.0%0.501%
2/12/2025 Brown Brothers Harriman & Co.22,645$251K0.0%N/A0.049%
2/12/2025 JPMorgan Chase & Co.4,782$53K0.0%+88.9%0.010%
2/11/2025Napatree Capital LLC22,563$249K0.1%N/A0.048%
2/11/2025 LPL Financial LLC292,045$3.24M0.0%+7.5%0.627%
2/10/2025 Horizon Kinetics Asset Management LLC3,946,083$43.72M0.5%+7.1%8.466%
2/10/2025 Commonwealth Equity Services LLC220,527$2.44M0.0%+87.0%0.473%
2/7/2025 Moors & Cabot Inc.594,221$6.58M0.3%+11.0%1.275%
2/7/2025 OFI Invest Asset Management124,017$1.33M0.0%N/A0.266%
2/7/2025 EagleClaw Capital Managment LLC34,700$384K0.1%-16.1%0.074%
2/6/2025 Raymond James Financial Inc.56,180$622K0.0%N/A0.121%
2/6/2025 Steward Partners Investment Advisory LLC29,467$326K0.0%+45.2%0.063%
2/5/2025 Hosking Partners LLP307,551$3.41M0.1%+28.3%0.660%
2/4/2025 Access Investment Management LLC6,414$71K0.0%-21.4%0.014%
1/31/2025 Atria Wealth Solutions Inc.11,465$127K0.0%N/A0.025%
1/29/2025 Schwartz Investment Counsel Inc.1,386,902$15.28M0.6%-1.1%2.976%
1/29/2025 Atlas Wealth Partners LLC66,098$730K0.9%+4.0%0.142%
1/28/2025 Golden State Wealth Management LLC2,446$27K0.0%N/A0.005%
1/27/2025 Stratos Wealth Partners LTD.10,936$121K0.0%N/A0.023%
1/22/2025 Kingswood Wealth Advisors LLC34,800$384K0.0%-33.0%0.000%
1/22/2025 PFG Investments LLC14,070$156K0.0%-20.4%0.000%
1/16/2025 Mad River Investors246,293$2.73M1.3%-10.9%0.000%
1/16/2025 Ironwood Wealth Management LLC.12,300$136K0.0%-33.5%0.026%
1/14/2025 Foundation Resource Management Inc.662,541$7.34M1.2%-1.0%1.421%
1/13/2025 Capital Investment Advisors LLC19,758$218K0.0%-7.0%0.042%
1/10/2025 Avondale Wealth Management19,000$211K0.1%+100.0%0.041%
11/14/2024 Flow Traders U.S. LLC14,009$167K0.0%N/A0.000%
11/13/2024 Horizon Kinetics Asset Management LLC3,684,264$43.81M0.7%+0.0%0.000%
11/13/2024 Independent Advisor Alliance70,403$837K0.0%N/A0.000%
11/8/2024 Moors & Cabot Inc.535,151$6.36M0.3%+16.3%0.000%
11/8/2024 EagleClaw Capital Managment LLC41,375$492K0.1%+2.3%0.000%
11/8/2024 Prospera Private Wealth LLC9,271$110K0.0%N/A0.000%
11/5/2024 Apollon Wealth Management LLC15,145$180K0.0%N/A0.000%
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11/4/2024 Access Investment Management LLC8,164$97K0.0%N/A0.018%
10/24/2024 PFG Investments LLC17,666$210K0.0%-5.4%0.038%
10/23/2024 Schwartz Investment Counsel Inc.1,402,402$16.65M0.6%+23.0%0.000%
10/22/2024 International Assets Investment Management LLC8,323$99K0.0%+1,089.0%0.000%
10/22/2024 Mad River Investors276,382$3.29M1.8%+4.6%0.593%
10/19/2024 Atlas Wealth Partners LLC63,556$758K1.2%N/A0.000%
10/16/2024 Ironwood Financial llc18,500$220K0.0%N/A0.040%
10/10/2024 Avondale Wealth Management9,500$113K0.1%N/A0.020%
10/10/2024 Foundation Resource Management Inc.669,334$7.96M1.2%-1.6%1.436%
10/9/2024 BWM 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.


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This page (NYSE:PBT) was last updated on 9/1/2025 by MarketBeat.com Staff
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