Permian Basin Royalty Trust
PBT- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0000319654
No open-market purchases or sales by Permian Basin Royalty Trust insiders were filed in the last 90 days; 100 institutions reported holding it in 13F filings for Q2 2026, worth $504.8M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Permian Basin Royalty Trust changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 49 | 48 | −1 |
| Shares | 4.43M | 4.46M | +30.3K (+0.7%) |
| Value | $17.6M | $25.1M | +$7.43M (+42.2%) |
New holders (6)
Institutions that held Permian Basin Royalty Trust at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Essex Financial Services, Inc. | 207,500 | $1.17M | 0.17% |
| Wolverine Trading, LLC | 16,318 | $90.0K | 0.00% |
| Dynamic Advisor Solutions LLC | 10,325 | $58.0K | 0.00% |
| Newbridge Financial Services Group, Inc. | 3,325 | $19.0K | 0.01% |
| AdvisorNet Financial, Inc | 1,200 | $7.00K | 0.00% |
| Rosenberg Matthew Hamilton | 100 | $1.00K | 0.00% |
Sold out (7)
Institutions that held Permian Basin Royalty Trust at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Virtu Financial LLC | 12,872 | $51.0K |
| Jane Street Group, LLC | 10,949 | $44.0K |
| Simplex Trading, LLC | 7,056 | $28.0K |
| Bank of Montreal | 1,472 | $6.00K |
| Tower Research Capital LLC (TRC) | 538 | $2.00K |
| Ameritas Investment Company, LLC | 278 | $1.11K |
| RMR Wealth Builders | 275 | $1.00K |