Go Pro
→ Ready to give options a try? Your first trade (Ticker included) -INSIDE (From Base Camp Trading) (Ad)tc pixel Free PBT Stock Alerts

Permian Basin Royalty Trust (PBT) Institutional Ownership

Permian Basin Royalty Trust logo
$31.60 +0.29 (+0.93%)
Closing price 10/2/2026 03:58 PM Eastern
Extended Trading
$31.60 +0.00 (+0.02%)
As of 10/2/2026 07:30 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 Massive. 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)
38
Total
Institutional Inflows
(last 12 months)
$18.91M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$13.59M
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/2/2026CX Institutional2,773$87K0.0%+31.5%0.006%
9/9/2026Tidal Investments LLC8,441$211K0.0%N/A0.018%
9/9/2026Capital Analysts LLC34,563$865K0.0%-40.0%0.074%
9/9/2026Integrated Wealth Concepts LLC4,557$114K0.0%N/A0.010%
9/9/2026NewEdge Advisors LLC3,493$87K0.0%+25.1%0.007%
8/27/2026Corient Private Wealth LP20,865$522K0.0%+10.4%0.045%
7/7/2026Post Resch Tallon Group Inc.8,402$210K0.1%N/A0.018%
7/2/2026CX Institutional2,109$53K0.0%+80.3%0.005%
5/22/2026Access Investment Management LLC3,000$65K0.0%-25.0%0.006%
5/19/2026Bank of America Corp DE51,387$1.11M0.0%-13.0%0.110%
5/18/2026Royal Bank of Canada7,525$162K0.0%-23.2%0.016%
5/15/2026Bradley Foster & Sargent Inc. CT17,070$367K0.0%-48.5%0.037%
5/14/2026Sei Investments Co.422,000$9.08M0.0%+116.0%0.905%
5/14/2026Lido Advisors LLC122,037$2.63M0.0%-0.4%0.262%
5/14/2026Walleye Capital LLC10,470$225K0.0%-15.7%0.022%
5/14/2026State of Wyoming15,442$332K0.0%-65.1%0.033%
5/4/2026Schwartz Investment Counsel Inc.933,719$20.09M0.7%-3.5%2.003%
4/30/2026Atlas Wealth Partners LLC81,144$1.75M1.8%-3.4%0.174%
4/24/2026Essex Financial Services Inc.57,477$1.24M0.1%-2.9%0.123%
4/23/2026Mad River Investors1,003,140$21.59M7.8%+1.7%2.152%
4/21/2026Welch Group LLC19,298$415K0.0%+8.4%0.041%
2/18/2026NewEdge Advisors LLC2,791$47K0.0%-25.8%0.006%
2/18/2026XTX Topco Ltd13,541$230K0.0%N/A0.029%
2/17/2026Avondale Wealth Management45,750$777K0.4%+215.5%0.098%
2/17/2026Royal Bank of Canada9,802$166K0.0%+6.0%0.021%
2/13/2026Kestra Advisory Services LLC1,634$28K0.0%N/A0.004%
2/13/2026Walleye Capital LLC12,415$211K0.0%N/A0.027%
2/13/2026Ingalls & Snyder LLC18,268$310K0.0%-9.9%0.039%
2/13/2026Wells Fargo & Company MN240,538$4.08M0.0%-0.5%0.516%
2/12/2026HRT Financial LP86,939$1.48M0.0%+540.8%0.187%
2/12/2026Commonwealth Equity Services LLC259,314$4.40M0.0%-10.8%0.556%
2/12/2026Bradley Foster & Sargent Inc. CT33,144$562K0.0%-10.8%0.071%
2/11/2026Capital Analysts LLC1,660$28K0.0%-96.9%0.004%
2/11/2026Horizon Kinetics Asset Management LLC6,187,800$105.07M1.4%+1.5%13.276%
2/11/2026LPL Financial LLC229,956$3.91M0.0%-1.6%0.493%
2/11/2026State of Wyoming44,257$751K0.1%+34.6%0.095%
2/10/2026Lido Advisors LLC122,523$2.24M0.0%+3.5%0.263%
2/10/2026Moors & Cabot Inc.585,746$9.95M0.4%+10.5%1.257%
2/6/2026Mad River Investors986,819$16.76M7.6%+7.0%2.117%
2/6/2026HighTower Advisors LLC71,697$1.22M0.0%+0.8%0.154%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
2/4/2026Schwartz Investment Counsel Inc.967,197$16.40M0.6%-1.8%2.075%
2/4/2026Hosking Partners LLP346,683$5.89M0.2%+12.8%0.744%
1/28/2026Kingswood Wealth Advisors LLC12,439$211K0.0%N/A0.027%
1/26/2026Atlas Wealth Partners LLC83,989$1.43M1.6%-0.7%0.180%
1/15/2026MOR Wealth Management LLC52,534$892K0.4%N/A0.113%
1/1/2026JPMorgan Chase & Co.100,874$1.84M0.0%-3.3%0.216%
11/17/2025Avondale Wealth Management14,500$265K0.1%+93.3%0.031%
11/17/2025Promethium Advisors LLC68,418$1.26M0.7%-3.9%0.147%
11/17/2025EagleClaw Capital Managment LLC33,700$615K0.1%-5.6%0.072%
11/17/2025Bank of America Corp DE30,863$563K0.0%+136.7%0.066%
11/17/2025Ameriprise Financial Inc.20,278$370K0.0%+18.0%0.044%
11/14/2025Creative Planning16,778$306K0.0%+11.9%0.036%
11/14/2025Raymond James Financial Inc.85,964$1.57M0.0%+33.3%0.184%
11/13/2025Family Management Corp14,747$269K0.0%+16.8%0.032%
11/13/2025UBS Group AG147,578$2.69M0.0%+170.1%0.317%
11/13/2025Russell Investments Group Ltd.9,354$171K0.0%-22.9%0.020%
11/12/2025Foster Dykema Cabot & Partners LLC2,193$40K0.0%N/A0.005%
11/12/2025SoftVest Advisors LLC6,217,107$113.46M23.1%+0.2%13.339%
11/10/2025Bradley Foster & Sargent Inc. CT37,159$679K0.0%-17.4%0.080%
11/7/2025JPMorgan Chase & Co.100,874$1.84M0.0%-3.3%0.216%
11/7/2025HighTower Advisors LLC71,093$1.30M0.0%+75.4%0.153%
11/6/2025Stratos Wealth Partners LTD.19,430$355K0.0%-4.1%0.042%
11/4/2025Atlantic Union Bankshares Corp7,582$138K0.0%+16.2%0.016%
11/4/2025State of Wyoming32,874$600K0.1%+16.5%0.071%
11/4/2025Access Investment Management LLC4,000$73K0.0%-22.8%0.009%
11/3/2025Kapitalo Investimentos Ltda30,677$560K0.1%+160.8%0.066%
10/31/2025Atlas Wealth Partners LLC84,588$1.55M1.6%+9.6%0.181%
10/31/2025BWM Planning LLC104,397$1.91M0.6%+0.6%0.224%
10/29/2025Wealth Enhancement Advisory Services LLC13,016$222K0.0%+13.8%0.028%
10/29/2025Schwartz Investment Counsel Inc.984,672$17.98M0.6%-32.1%2.113%
10/23/2025Hosking Partners LLP307,453$5.61M0.2%-0.4%0.660%
10/22/2025Geneos Wealth Management Inc.1,500$27K0.0%N/A0.003%
10/22/2025Commonwealth Equity Services LLC290,577$5.30M0.0%+9.4%0.623%
10/14/2025Foundation Resource Management Inc.642,507$11.73M1.7%-0.1%1.378%
10/14/2025Mad River Investors922,230$16.83M7.2%+3.4%1.979%
8/19/2025Advisory Services Network LLC246,391$3.30M0.1%+327.9%0.529%
8/19/2025State of Wyoming28,215$352K0.0%-9.3%0.061%
8/15/2025SoftVest Advisors LLC6,206,624$77.34M9.7%+40.1%13.316%
8/15/2025Lazard Asset Management LLC9,143$113K0.0%-86.2%0.020%
8/15/2025Bank of America Corp DE13,037$162K0.0%+27.0%0.028%
8/15/2025Ameriprise Financial Inc.17,185$214K0.0%+23.0%0.037%
8/14/2025Raymond James Financial Inc.64,466$803K0.0%+145.1%0.138%
8/14/2025NewEdge Advisors LLC3,762$47K0.0%+53.1%0.008%
8/13/2025Lido Advisors LLC117,842$1.47M0.0%-0.8%0.253%
8/13/2025Virtus Investment Advisers LLC14,369$179K0.1%+7.1%0.031%
8/13/2025Quadrature Capital Ltd18,597$232K0.0%N/A0.040%
8/12/2025XTX Topco Ltd15,052$188K0.0%N/A0.032%
8/12/2025Horizon Kinetics Asset Management LLC5,839,825$72.76M0.9%+41.3%12.529%
8/12/2025JPMorgan Chase & Co.104,298$1.30M0.0%+2,233.8%0.224%
8/12/2025BWM Planning LLC103,725$1.29M0.4%-0.6%0.223%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
8/8/2025Creative Planning14,995$187K0.0%+14.5%0.032%
8/8/2025EagleClaw Capital Managment LLC35,700$445K0.1%+12.6%0.077%
8/6/2025Atlantic Union Bankshares Corp6,524$81K0.0%N/A0.014%
8/6/2025Moors & Cabot Inc.530,208$6.61M0.3%+4.5%1.138%
8/5/2025Atlas Wealth Partners LLC77,163$960K1.1%+14.5%0.166%
8/5/2025Access Investment Management LLC5,178$64K0.0%N/A0.011%
8/1/2025Clark Asset Management LLC10,000$124K0.0%N/A0.021%
8/1/2025Bessemer Group Inc.96,021$1.20M0.0%+4,701.1%0.206%
7/30/2025Schwartz Investment Counsel Inc.1,449,709$18.02M0.6%-2.5%3.110%
7/29/2025Stratos Wealth Partners LTD.20,270$253K0.0%+90.3%0.043%


PBT Institutional Ownership - Frequently Asked Questions

During the previous two years, 80 institutional investors and hedge funds held shares of Permian Basin Royalty Trust. The most heavily invested institutionals were SoftVest Advisors LLC ($113.46M), Horizon Kinetics Asset Management LLC ($105.07M), Mad River Investors ($21.59M), Schwartz Investment Counsel Inc. ($20.09M), Foundation Resource Management Inc. ($11.73M), Moors & Cabot Inc. ($9.95M), and Sei Investments Co. ($9.08M).Learn more on Permian Basin Royalty Trust's institutional investors.

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

Of the 71 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 ($2.06M), SoftVest Advisors LLC ($1.79M), Schwartz Investment Counsel Inc. ($362.23K), Mad River Investors ($348.83K), Sei Investments Co. ($226.60K), Moors & Cabot Inc. ($212.51K), and Advisory Services Network LLC ($188.81K).

Institutional investors have bought a total of 1,012,498 shares in the last 24 months. This purchase volume represents approximately $18.91M in transactions.

Of the 23 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: Schwartz Investment Counsel Inc. ($515.99K), Capital Analysts LLC ($75.74K), Commonwealth Equity Services LLC ($31.26K), State of Wyoming ($28.82K), Bradley Foster & Sargent Inc. CT ($27.91K), Bank of America Corp DE ($7.68K), and JPMorgan Chase & Co. ($6.85K).

Institutional investors have sold a total of 724,575 shares in the last 24 months. This volume of shares sold represents approximately $13.59M in transactions.


Related Companies

Institutional ownership data for NYSE:PBT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel