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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.

Q3 2022 vs. Q2 2022

How the institutions holding Permian Basin Royalty Trust changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of PBT: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders61177+17
Shares10.5M6.22K11.5M+1.04M (+9.9%)
Value$173.4M$103.0K$188.0M+$14.7M (+8.5%)

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (21)

Institutions that held Permian Basin Royalty Trust at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to PBT in Q3 2022
InstitutionSharesValue% of portfolio
Santa Monica Partners LP86,500$1.41M1.06%
Moors & Cabot, Inc.61,500$1.00M0.08%
Walleye Capital LLC29,673$485.0K0.01%
Alliancebernstein L.P.22,931$374.0K0.00%
Boothbay Fund Management, LLC19,674$321.0K0.01%
Navellier & Associates Inc15,339$250.0K0.06%
Qube Research & Technologies Ltd15,123$247.0K0.00%
Gsa Capital Partners LLP15,060$246.0K0.03%
Wolverine Trading, LLC15,182$239.0K0.01%
We Are One Seven, LLC13,145$214.0K0.02%
Goldman Sachs Group Inc11,830$193.0K0.00%
HRT Financial LP10,963$179.0K0.00%
Raymond James & Associates10,315$168.0K0.00%
Fifth Third Bancorp5,600$91.0K0.00%
Rockefeller Capital Management L.P.5,033$82.0K0.00%
Tower Research Capital LLC (TRC)1,805$29.0K0.00%
Legend Financial Advisors, Inc.1,288$21.0K0.02%
Signaturefd, LLC1,124$18.0K0.00%
Clear Street Markets LLC1,100$18.0K0.00%
Parallel Advisors, LLC362$6.00K0.00%
Antonetti Capital Management LLC30$00.00%

Sold out (4)

Institutions that held Permian Basin Royalty Trust at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of PBT in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Sowell Financial Services LLC210,325$3.50M
Bessemer Group Inc2,000$33.0K
Newbridge Financial Services Group, Inc.1,525$25.0K
Patriot Financial Group Insurance Agency, LLC373$6.00K

Not filed for Q3 2022 yet (1)

Institutions that held Permian Basin Royalty Trust at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PBT in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Dorsey Wright & Associates6,221$103.0K