PBT

Permian Basin Royalty Trust
PBT

Overview Fund Activity

87 hedge funds and large institutions have $160M invested in Permian Basin Royalty Trust in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
29
Reduced
22
Closed
9
Calls
$2.9M
Puts
$4.97M
Net Calls
-$2.06M
Net Calls Change
-$3.49M

Top Buyers

1
SIC
Schwartz Investment Counsel
Michigan
$16.6M
2
MC
Moors & Cabot
Massachusetts
$6.36M
3
IAA
Independent Advisor Alliance
North Carolina
$837K
4
AWP
Atlas Wealth Partners
Pennsylvania
$758K
5
SA
SoftVest Advisors
Texas
$52.7M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.1M
2
Morgan Stanley
Morgan Stanley
New York
$341K
3
Citadel Advisors
Citadel Advisors
Florida
$646K
4
LPL Financial
LPL Financial
California
$3.23M
5
LIM
Lagoda Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
26
GeoWealth Management
Illinois
$484K -$70K -5,894 -13%
BFIM
27
Beese Fulmer Investment Management
Ohio
$394K – – –
RJA
28
Raymond James & Associates
Florida
$361K -$9.04K -760 -2%
HighTower Advisors
29
HighTower Advisors
Illinois
$349K -$6.26K -525 -2%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$341K +$12 +1 +0%
Morgan Stanley
31
Morgan Stanley
New York
$341K -$892K -75,032 -72%
Group One Trading
32
Group One Trading
Illinois
$307K +$307K +25,803 New
FIM
33
Fruth Investment Management
Texas
$301K – – –
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$255K -$5.94K -500 -2%
CIA
35
Capital Investment Advisors
Georgia
$252K -$8.36K -704 -3%
Bank of America
36
Bank of America
North Carolina
$242K +$20.9K +1,756 +9%
SPIA
37
Steward Partners Investment Advisory
New York
$241K +$59.2K +4,980 +33%
ISL
38
Ingalls & Snyder LLC
New York
$241K – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$238K +$10.8K +908 +5%
RFA
40
Resurgent Financial Advisors
Georgia
$238K – – –
FSA
41
Financial Sense Advisors
California
$238K +$238K +20,000 New
BTI
42
Blue Trust Inc
Georgia
$230K – – –
SOW
43
State of Wyoming
Wyoming
$223K +$97.7K +8,213 +78%
IF
44
Ironwood Financial
Arizona
$220K +$220K +18,500 New
PI
45
PFG Investments
New York
$210K -$11.9K -1,000 -5%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$200K -$79.7K -6,702 -29%
Creative Planning
47
Creative Planning
Kansas
$191K +$6.32K +532 +3%
AWM
48
Apollon Wealth Management
South Carolina
$180K +$180K +15,145 New
State Street
49
State Street
Massachusetts
$171K +$5.42K +454 +3%
FTUS
50
Flow Traders U.S.
New York
$167K +$167K +14,009 New
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