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.
Q4 2022 vs. Q3 2022
How the institutions holding Permian Basin Royalty Trust changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 77 | 1 | 77 | +1 |
| Shares | 11.5M | 210.7K | 12.4M | +1.14M (+10.1%) |
| Value | $188.0M | $3.44M | $313.4M | +$128.8M (+69.8%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Permian Basin Royalty Trust at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Beacon Pointe Advisors, LLC | 172,838 | $4.35M | 0.08% |
| Schwartz Investment Counsel Inc | 91,893 | $2.32M | 0.11% |
| Jane Street Group, LLC | 33,939 | $855.3K | 0.00% |
| Penserra Capital Management LLC | 31,782 | $800.0K | 0.02% |
| Lagoda Investment Management, L.P. | 24,455 | $616.3K | 0.42% |
| Raymond James Financial Services Advisors, Inc. | 15,666 | $394.8K | 0.00% |
| SeaCrest Wealth Management, LLC | 13,460 | $338.8K | 0.05% |
| Dorsey Wright & Associates | 3,808 | $96.0K | 0.03% |
| Advisory Services Network, LLC | 1,000 | $25.2K | 0.00% |
| Global Retirement Partners, LLC | 806 | $20.3K | 0.00% |
| TSFG, LLC | 500 | $13.0K | 0.01% |
| Accurate Wealth Management, LLC | 379 | $8.11K | 0.00% |
| McElhenny Sheffield Capital Management, LLC | 200 | $5.04K | 0.00% |
| Cary Street Partner Investment Advisory LLC | 75 | $1.89K | 0.00% |
| GWM Advisors LLC | 319 | $8 | 0.00% |
Sold out (14)
Institutions that held Permian Basin Royalty Trust at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Susquehanna International Group, LLP | 248,341 | $4.05M |
| Walleye Capital LLC | 29,673 | $485.0K |
| Alliancebernstein L.P. | 22,931 | $374.0K |
| Boothbay Fund Management, LLC | 19,674 | $321.0K |
| Belvedere Trading LLC | 16,239 | $316.0K |
| Qube Research & Technologies Ltd | 15,123 | $247.0K |
| Wolverine Trading, LLC | 15,182 | $239.0K |
| Goldman Sachs Group Inc | 11,830 | $193.0K |
| HRT Financial LP | 10,963 | $179.0K |
| Selective Wealth Management, Inc. | 5,500 | $90.0K |
| AdvisorNet Financial, Inc | 1,200 | $20.0K |
| Stonebridge Capital Advisors LLC | 1,200 | $20.0K |
| Clear Street Markets LLC | 1,100 | $18.0K |
| Parallel Advisors, LLC | 362 | $6.00K |
Not filed for Q4 2022 yet (1)
Institutions that held Permian Basin Royalty Trust at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| RGT Wealth Advisors, LLC | 210,745 | $3.44M |