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 2024 vs. Q2 2024
How the institutions holding Permian Basin Royalty Trust changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 81 | 1 | 87 | +7 |
| Shares | 13.1M | 124.0K | 13.4M | +473.2K (+3.7%) |
| Value | $147.2M | $1.30M | $159.6M | +$13.7M (+9.4%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Permian Basin Royalty Trust at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| BWM Planning, LLC | 103,725 | $1.23M | 0.55% |
| Independent Advisor Alliance | 70,403 | $837.1K | 0.03% |
| Atlas Wealth Partners, LLC | 63,556 | $758.0K | 1.16% |
| Group One Trading, L.P. | 25,803 | $306.8K | 0.01% |
| Financial Sense Advisors, Inc. | 20,000 | $237.8K | 0.07% |
| Ironwood Financial, llc | 18,500 | $220.0K | 0.05% |
| Apollon Wealth Management, LLC | 15,145 | $180.1K | 0.01% |
| Flow Traders U.S. LLC | 14,009 | $167.0K | 0.01% |
| Ameriprise Financial Inc | 10,065 | $119.7K | 0.00% |
| Avondale Wealth Management | 9,500 | $113.0K | 0.07% |
| Reuter James Wealth Management, LLC | 9,271 | $110.2K | 0.02% |
| Access Investment Management LLC | 8,164 | $96.9K | 0.03% |
| PEAK6 Investments LLC | 7,006 | $83.3K | 0.00% |
| Bokf, NA | 462 | $5.54K | 0.00% |
| US Bancorp | 300 | $3.57K | 0.00% |
| Abich Financial Wealth Management LLC | 26 | $313 | 0.00% |
Sold out (9)
Institutions that held Permian Basin Royalty Trust at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Lagoda Investment Management, L.P. | 25,575 | $288.0K |
| Mariner, LLC | 10,261 | $115.5K |
| Simplex Trading, LLC | 5,077 | $57.0K |
| Northwestern Mutual Wealth Management Co | 2,000 | $22.5K |
| Gradient Investments LLC | 1,000 | $11.2K |
| Newbridge Financial Services Group, Inc. | 469 | $5.28K |
| Ashton Thomas Private Wealth, LLC | 124 | $1.40K |
| Central Trust Co | 100 | $1.13K |
| Voisard Asset Management Group, Inc. | 28 | $315 |
Not filed for Q3 2024 yet (1)
Institutions that held Permian Basin Royalty Trust at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Ofi Invest Asset Management | 124,017 | $1.30M |