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Permian Basin Royalty Trust (PBT) Institutional Ownership

Permian Basin Royalty Trust logo
$28.45 -0.41 (-1.41%)
As of 10:23 AM Eastern
This is a fair market value 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)
43
Total
Institutional Inflows
(last 12 months)
$68.98M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$13.98M
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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
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%
5/14/2026 Walleye Capital LLC10,470$225K0.0%-15.7%0.022%
5/14/2026State of Wyoming15,442$332K0.0%-65.1%0.033%
5/4/2026 Schwartz Investment Counsel Inc.933,719$20.09M0.7%-3.5%2.003%
4/30/2026 Atlas Wealth Partners LLC81,144$1.75M1.8%-3.4%0.174%
4/24/2026 Essex Financial Services Inc.57,477$1.24M0.1%-2.9%0.123%
4/23/2026 Mad River Investors1,003,140$21.59M7.8%+1.7%2.152%
4/21/2026 Welch 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%
2/17/2026 Avondale Wealth Management45,750$777K0.4%+215.5%0.098%
2/17/2026Royal Bank of Canada9,802$166K0.0%+6.0%0.021%
2/13/2026 Kestra Advisory Services LLC1,634$28K0.0%N/A0.004%
2/13/2026 Walleye Capital LLC12,415$211K0.0%N/A0.027%
2/13/2026Ingalls & Snyder LLC18,268$310K0.0%-9.9%0.039%
2/13/2026 Wells Fargo & Company MN240,538$4.08M0.0%-0.5%0.516%
2/12/2026HRT Financial LP86,939$1.48M0.0%+540.8%0.187%
2/12/2026 Commonwealth 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%
2/11/2026 LPL 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%
2/10/2026 Moors & Cabot Inc.585,746$9.95M0.4%+10.5%1.257%
2/6/2026 Mad River Investors986,819$16.76M7.6%+7.0%2.117%
2/6/2026 HighTower Advisors LLC71,697$1.22M0.0%+0.8%0.154%
2/4/2026 Schwartz Investment Counsel Inc.967,197$16.40M0.6%-1.8%2.075%
2/4/2026 Hosking Partners LLP346,683$5.89M0.2%+12.8%0.744%
1/28/2026 Kingswood Wealth Advisors LLC12,439$211K0.0%N/A0.027%
1/26/2026 Atlas Wealth Partners LLC83,989$1.43M1.6%-0.7%0.180%
1/15/2026 MOR Wealth Management LLC52,534$892K0.4%N/A0.113%
1/1/2026JPMorgan Chase & Co.100,874$1.84M0.0%-3.3%0.216%
11/17/2025 Avondale Wealth Management14,500$265K0.1%+93.3%0.031%
11/17/2025 Promethium Advisors LLC68,418$1.26M0.7%-3.9%0.147%
11/17/2025 EagleClaw 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%
11/14/2025 Creative Planning16,778$306K0.0%+11.9%0.036%
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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%
11/13/2025 UBS Group AG147,578$2.69M0.0%+170.1%0.317%
11/13/2025 Russell 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%
11/7/2025 HighTower Advisors LLC71,093$1.30M0.0%+75.4%0.153%
11/6/2025 Stratos Wealth Partners LTD.19,430$355K0.0%-4.1%0.042%
11/4/2025 Atlantic 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%
11/3/2025 Kapitalo Investimentos Ltda30,677$560K0.1%+160.8%0.066%
10/31/2025 Atlas Wealth Partners LLC84,588$1.55M1.6%+9.6%0.181%
10/31/2025 BWM Planning LLC104,397$1.91M0.6%+0.6%0.224%
10/29/2025 Wealth Enhancement Advisory Services LLC13,016$222K0.0%+13.8%0.028%
10/29/2025 Schwartz Investment Counsel Inc.984,672$17.98M0.6%-32.1%2.113%
10/23/2025 Hosking Partners LLP307,453$5.61M0.2%-0.4%0.660%
10/22/2025 Geneos Wealth Management Inc.1,500$27K0.0%N/A0.003%
10/22/2025 Commonwealth Equity Services LLC290,577$5.30M0.0%+9.4%0.623%
10/14/2025 Foundation Resource Management Inc.642,507$11.73M1.7%-0.1%1.378%
10/14/2025 Mad 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%
8/12/2025 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%
8/5/2025Access 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%
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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%


PBT Institutional Ownership - Frequently Asked Questions

During the previous two years, 76 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 68 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 5,068,555 shares in the last 24 months. This purchase volume represents approximately $68.98M in transactions.

Of the 24 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), Avondale Wealth Management ($21.50K), and Bradley Foster & Sargent Inc. CT ($11.83K).

Institutional investors have sold a total of 799,700 shares in the last 24 months. This volume of shares sold represents approximately $13.98M in transactions.


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This page (NYSE:PBT) was last updated on 5/14/2026 by MarketBeat.com Staff.
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