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.
Q1 2022 vs. Q4 2021
How the institutions holding Permian Basin Royalty Trust changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 56 | 3 | 61 | +8 |
| Shares | 7.21M | 5.51K | 9.15M | +1.94M (+26.9%) |
| Value | $73.8M | $52.0K | $114.1M | +$40.4M (+54.8%) |
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Permian Basin Royalty Trust at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 210,745 | $2.62M | 0.42% |
| Mad River Investors | 182,500 | $2.28M | 1.76% |
| Sowell Financial Services LLC | 154,594 | $1.93M | 0.34% |
| BNP Paribas Arbitrage, SA | 85,756 | $1.07M | 0.00% |
| Millennium Management LLC | 19,964 | $250.0K | 0.00% |
| State Street Corp | 15,200 | $190.0K | 0.00% |
| Jane Street Group, LLC | 13,007 | $163.0K | 0.00% |
| HighTower Advisors, LLC | 11,932 | $148.0K | 0.00% |
| PEAK6 Investments LLC | 11,454 | $143.0K | 0.00% |
| Walleye Capital LLC | 10,515 | $132.0K | 0.00% |
| Selective Wealth Management, Inc. | 2,500 | $31.0K | 0.01% |
| Barclays PLC | 1,200 | $15.0K | 0.00% |
| Steward Partners Investment Advisory, LLC | 531 | $7.00K | 0.00% |
| IFP Advisors, Inc | 562 | $6.00K | 0.00% |
Sold out (6)
Institutions that held Permian Basin Royalty Trust at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Kovack Advisors, Inc. | 25,750 | $260.0K |
| Virtu Financial LLC | 17,125 | $173.0K |
| Legend Financial Advisors, Inc. | 11,053 | $112.0K |
| Northwestern Mutual Wealth Management Co | 1,099 | $11.0K |
| Shore Point Advisors, LLC | 488 | $5.00K |
| Rosenberg Matthew Hamilton | 100 | $1.00K |
Not filed for Q1 2022 yet (3)
Institutions that held Permian Basin Royalty Trust at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Carroll Financial Associates, Inc. | 4,065 | $37.0K |
| NEXT Financial Group, Inc | 1,150 | $12.0K |
| Harbour Investments, Inc. | 299 | $3.00K |