HighTower Advisors
PBT

HighTower Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

HighTower Advisors’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54M Sell
71,588
-109
-0.2% -$2.12K ﹤0.01% 1878
2025
Q4 		$1.22M Buy
71,697
+604
+0.8% +$10.8K ﹤0.01% 1983
2025
Q3 		$1.3M Buy
71,093
+30,556
+75% +$476K ﹤0.01% 1916
2025
Q2 		$505K Buy
40,537
+11,556
+40% +$123K ﹤0.01% 2518
2025
Q1 		$287K Sell
28,981
-184
-0.6% -$2K ﹤0.01% 2900
2024
Q4 		$323K Sell
29,165
-121
-0.4% -$1.45K ﹤0.01% 2835
2024
Q3 		$349K Sell
29,286
-525
-2% -$5.91K ﹤0.01% 2699
2024
Q2 		$336K Buy
29,811
+322
+1% +$3.91K ﹤0.01% 2631
2024
Q1 		$356K Buy
29,489
+3,376
+13% +$45.9K ﹤0.01% 2552
2023
Q4 		$364K Buy
26,113
+318
+1% +$5.69K ﹤0.01% 2567
2023
Q3 		$547K Buy
25,795
+252
+1% +$5.71K ﹤0.01% 2176
2023
Q2 		$636K Buy
25,543
+89
+0.3% +$2.2K ﹤0.01% 2036
2023
Q1 		$621K Buy
25,454
+2,898
+13% +$69K ﹤0.01% 1968
2022
Q4 		$570K Buy
22,556
+1,448
+7% +$29.9K ﹤0.01% 2041
2022
Q3 		$345K Buy
21,108
+7,362
+54% +$128K ﹤0.01% 2258
2022
Q2 		$228K Buy
13,746
+1,814
+15% +$28.1K ﹤0.01% 2543
2022
Q1 		$148K Buy
+11,932
New +$154K ﹤0.01% 2909
2015
Q2 		– Sell
-14,495
Closed -$741K – 1688
2015
Q1 		$741K Buy
+14,495
New +$137K 0.01% 926

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HKAM
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SA
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MRI
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SIC
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FRM
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MC
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SEI Investments
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return