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Permian Basin Royalty Trust (PBT) Institutional Ownership

Permian Basin Royalty Trust logo
$27.92 +1.72 (+6.56%)
Closing price 03:59 PM Eastern
Extended Trading
$27.99 +0.07 (+0.25%)
As of 07:09 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.
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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)
44
Total
Institutional Inflows
(last 12 months)
$68.67M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$14.57M
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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
7/7/2026 Post Resch Tallon Group Inc.8,402$210K0.1%N/A0.018%
7/2/2026 CX 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%
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%
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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%
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%
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8/1/2025 Clark 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%
7/17/2025Avondale Wealth Management7,500$93K0.1%-74.1%0.016%
7/14/2025Kapitalo Investimentos Ltda11,761$147K0.0%N/A0.025%
7/14/2025Foundation 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%


PBT Institutional Ownership - Frequently Asked Questions

During the previous two years, 77 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 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 ($2.06M), SoftVest Advisors LLC ($1.79M), Schwartz Investment Counsel Inc. ($520.73K), Mad River Investors ($360.56K), Moors & Cabot Inc. ($299.59K), OFI Invest Asset Management ($248.03K), and Sei Investments Co. ($226.60K).

Institutional investors have bought a total of 5,022,994 shares in the last 24 months. This purchase volume represents approximately $68.67M in transactions.

Of the 26 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. ($553.18K), Lazard Asset Management LLC ($57.30K), Capital Analysts LLC ($52.72K), State of Wyoming ($31.71K), Commonwealth Equity Services LLC ($31.26K), Bradley Foster & Sargent Inc. CT ($27.91K), and Avondale Wealth Management ($21.50K).

Institutional investors have sold a total of 826,728 shares in the last 24 months. This volume of shares sold represents approximately $14.57M in transactions.


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This page (NYSE:PBT) was last updated on 7/13/2026 by MarketBeat.com Staff.
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