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icono de PBT

Permian Basin Royalty Trust
PBT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Horizon Kinetics Asset Management
1
Horizon Kinetics Asset Management
New York
USD 169 M +USD 8.85 M +349,597 +5%
SA
2
SoftVest Advisors
Texas
USD 156 M – – –
MRI
3
Mad River Investors
Massachusetts
USD 25.2 M +USD 50.9 k +2,012 +0.2%
SIC
4
Schwartz Investment Counsel
Michigan
USD 23.4 M – – –
Foundation Resource Management
5
Foundation Resource Management
Arkansas
USD 15.7 M -USD 98.1 k -3,876 -0.6%
Moors & Cabot
6
Moors & Cabot
Massachusetts
USD 14.3 M -USD 468 k -18,481 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 10.6 M +USD 3.93 M +155,244 +58%
HRT Financial
8
HRT Financial
New York
USD 6.91 M +USD 2.66 M +105,179 +62%
Advisory Services Network
9
Advisory Services Network
Georgia
USD 6.25 M -USD 46.6 k -1,841 -0.7%
Wells Fargo
10
Wells Fargo
California
USD 5.5 M -USD 279 k -11,004 -5%
Beacon Pointe Advisors
11
Beacon Pointe Advisors
California
USD 5.34 M +USD 1.4 M +55,470 +35%
SEI Investments
12
SEI Investments
Pennsylvania
USD 5.28 M -USD 5.34 M -211,000 -50%
Morgan Stanley
13
Morgan Stanley
New York
USD 5.16 M -USD 2.4 M -94,753 -31%
SteelPeak Wealth
14
SteelPeak Wealth
California
USD 5 M +USD 211 k +8,346 +4%
LPL Financial
15
LPL Financial
California
USD 4.95 M -USD 342 k -13,524 -6%
Lido Advisors
16
Lido Advisors
California
USD 2.95 M -USD 106 k -4,195 -3%
JP Morgan Chase
17
JP Morgan Chase
New York
USD 2.73 M -USD 435 k -17,200 -14%
BP
18
BWM Planning
Texas
USD 2.61 M – – –
Raymond James Financial
19
Raymond James Financial
Florida
USD 2.39 M +USD 281 k +11,086 +13%
AWP
20
Atlas Wealth Partners
Pennsylvania
USD 2.06 M +USD 27.8 k +1,097 +1%
Jane Street
21
Jane Street
New York
USD 1.86 M +USD 1.32 M +51,995 +234%
HighTower Advisors
22
HighTower Advisors
Illinois
USD 1.77 M -USD 21 k -828 -1%
PA
23
Promethium Advisors
Maryland
USD 1.71 M – – –
Bank of America
24
Bank of America
North Carolina
USD 1.61 M +USD 324 k +12,795 +25%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
USD 1.58 M +USD 101 +4 +0%
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