Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Permian Basin Royalty Trust (PBT) Institutional Ownership

Permian Basin Royalty Trust logo
$16.41 +0.03 (+0.16%)
As of 10:46 AM Eastern
This is a fair market value 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)
46
Total
Institutional Inflows
(last 12 months)
$27.97M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$3.87M
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.

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
8/8/2025 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%
5/12/2025 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%
5/7/2025LPL 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%
4/24/2025Sunbelt Securities Inc.6,335$63K0.0%+7,352.9%0.014%
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%
2/17/2025Lazard 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%
Altucher: It Looks Like My Trump prediction is coming true (Ad)

New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun. Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation.

See Altucher’s Trump crypto prediction here
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%
2/10/2025 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%
2/6/2025Raymond James Financial Inc.56,180$622K0.0%N/A0.121%
2/6/2025Steward Partners Investment Advisory LLC29,467$326K0.0%+45.2%0.063%
2/5/2025 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%
11/14/2024Flow 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%
11/8/2024 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%
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%
10/9/2024BWM Planning LLC103,725$1.23M0.5%N/A0.223%
8/9/2024 Moors & Cabot Inc.460,087$5.18M0.3%+23.3%0.987%
8/7/2024 PFG Investments LLC18,666$210K0.0%+8.1%0.040%
8/3/2024 Mad River Investors264,173$2.98M2.0%+4.6%0.567%
7/31/2024 Essex Financial Services Inc.62,565$709K0.0%-4.8%0.134%
7/31/2024 Commonwealth Equity Services LLC75,375$849K0.0%+3.8%0.162%
Top Picks for Trump’s Pro-Crypto America (Ad)

27 industry leaders share urgent market intel (free access)... For a very limited time, you can claim your spot for FREE.

Click here to reserve your free seat at the Crypto Community Summit
7/29/2024 Hosking Partners LLP212,935$2.40M0.1%-53.2%0.457%
7/25/2024 Schwartz Investment Counsel Inc.1,140,169$12.79M0.5%+16.1%2.446%
7/19/2024 OFI Invest Asset Management124,017$1.30M0.0%N/A0.266%
7/16/2024 Wealth Enhancement Advisory Services LLC21,918$247K0.0%+5.5%0.047%
7/10/2024 Foundation Resource Management Inc.680,334$7.66M1.2%-0.3%1.460%
5/20/2024Virtu Financial LLC25,279$306K0.0%N/A0.054%
5/15/2024Quadrature Capital Ltd11,846$143K0.0%-71.8%0.025%
5/8/2024Russell Investments Group Ltd.24,326$294K0.0%-15.5%0.052%
5/2/2024 Hosking Partners LLP454,897$5.50M0.2%-12.4%0.976%
4/30/2024 Commonwealth Equity Services LLC72,614$879K0.0%+45.3%0.156%
(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, 72 institutional investors and hedge funds held shares of Permian Basin Royalty Trust. The most heavily invested institutionals were Horizon Kinetics Asset Management LLC ($43.72M), Schwartz Investment Counsel Inc. ($18.02M), Foundation Resource Management Inc. ($8.02M), Moors & Cabot Inc. ($6.61M), UBS Group AG ($6.47M), Mad River Investors ($4.67M), and Hosking Partners LLP ($3.02M).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 63 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: Schwartz Investment Counsel Inc. ($884.60K), Moors & Cabot Inc. ($263.40K), Horizon Kinetics Asset Management LLC ($262.88K), Mad River Investors ($250.19K), OFI Invest Asset Management ($248.03K), Wells Fargo & Company MN ($158.40K), and Kingswood Wealth Advisors LLC ($142.37K).

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

Institutional investors have bought a total of 2,500,808 shares in the last 24 months. This purchase volume represents approximately $27.97M in transactions.

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

Of the 16 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), LPL Financial LLC ($55.26K), Schwartz Investment Counsel Inc. ($52.69K), Foundation Resource Management Inc. ($37.08K), Mad River Investors ($30.09K), Kingswood Wealth Advisors LLC ($29.81K), and Avondale Wealth Management ($21.50K).

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

Institutional investors have sold a total of 360,054 shares in the last 24 months. This volume of shares sold represents approximately $3.87M in transactions.


Related Companies

This page (NYSE:PBT) was last updated on 8/12/2025 by MarketBeat.com Staff
From Our Partners
When the levee breaks
The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was project...
Porter & Company | Sponsored
My shocking meeting in Washington, D.C.
After a shocking discovery in D.C., Jeff Brown is revealing: President Trump’s “Project MAFA” Get a look...
Brownstone Research | Sponsored
Big Changes Coming in August — Is Your IRA Ready?
Banks aren’t waiting for the headlines to catch up. They’ve already started moving their wealth out of pape...
Reagan Gold Group | Sponsored
#1 Pre-IPO Opportunity For 2025 [Take Action Now!]
James Altucher has scored 37X and even 60X returns on past pre-IPO deals. But now he says a much bigger opport...
Paradigm Press | Sponsored
The stealth altcoin the financial world is underestimating
The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...
Crypto 101 Media | Sponsored
Silver Demand Is Exploding—and Supply Can’t Keep Up
Elon's Next Market Move Could Send Silver Soaring Every industry Elon Musk touches explodes—from Tesla to S...
Priority Gold | Sponsored
Market Crash Warning: How to Protect Your Wealth Before August 12th
China tariffs hit August 12—and experts warn a market meltdown may follow. A free guide from American Alter...
American Alternative | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored