PBT

Permian Basin Royalty Trust
PBT

Overview Fund Activity

96 hedge funds and large institutions have $160M invested in Permian Basin Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
30
Reduced
20
Closed
9
Calls
$4.26M
Puts
$4.72M
Net Calls
-$454K
Net Calls Change
+$1.61M

Top Buyers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$43.7M
2
Wells Fargo
2
Wells Fargo
California
$2.59M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.62M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.44M
5
PA
5
Promethium Advisors
Maryland
$997K

Top Sellers

1
SMP
1
Santa Monica Partners
Florida
$0
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
UBS Group
3
UBS Group
Switzerland
$663K
4
MRI
4
Mad River Investors
Massachusetts
$2.73M
5
Group One Trading
5
Group One Trading
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PI
51
PFG Investments
New York
$156K 14,070 -3,596 -20%
JCP
52
Jennifer C. Price
$153K 13,841 – –
Creative Planning
53
Creative Planning
Kansas
$146K 13,190 -2,912 -18%
PHS
54
Pekin Hardy Strauss
Illinois
$144K 13,000 +13,000 New
WA
55
Waverly Advisors
Alabama
$140K 12,666 – –
IF
56
Ironwood Financial
Arizona
$136K 12,300 -6,200 -34%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$134K 12,132 +2,679 +28%
FFB
58
First Financial Bankshares
Texas
$133K 12,000 – –
Ameriprise
59
Ameriprise
Minnesota
$128K 11,688 +1,623 +16%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$127K 11,528 -9,890 -46%
AWS
61
Atria Wealth Solutions
New York
$127K 11,465 +11,465 New
SWP
62
Stratos Wealth Partners
Ohio
$121K 10,936 +10,936 New
WG
63
Welch Group
Alabama
$118K 10,816 – –
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$93K 8,425 -1,000 -11%
SSB
65
Sandy Spring Bank
Maryland
$72.3K 6,524 -34 -0.5%
AIM
66
Access Investment Management
Georgia
$70.7K 6,414 -1,750 -21%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$65.5K 5,912 – –
VWM
68
Venturi Wealth Management
Texas
$61.9K 5,586 – –
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$53K 4,782 +2,250 +89%
GSWM
70
Golden State Wealth Management
California
$27.1K 2,446 +2,446 New
Osaic Holdings
71
Osaic Holdings
Arizona
$25.2K 2,278 -959 -30%
LAM
72
Lummis Asset Management
Texas
$20.4K 1,850 – –
SRCM
73
Signature Resources Capital Management
California
$19.8K 1,800 +1,800 New
NA
74
NewEdge Advisors
Louisiana
$19.1K 1,722 +26 +2%
SWM
75
Sugarloaf Wealth Management
Georgia
$17.3K 1,562 +510 +48%
1 2
3
4 5