PBT

Permian Basin Royalty Trust
PBT

Overview Fund Activity

93 hedge funds and large institutions have $148M invested in Permian Basin Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-3
Holders Change %
-3.13%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
30
Reduced
23
Closed
9
Calls
$2.55M
Puts
$4.74M
Net Calls
-$2.19M
Net Calls Change
-$1.74M

Top Buyers

1
MRI
Mad River Investors
Massachusetts
+$2.23M
2
HKAM
Horizon Kinetics Asset Management
New York
+$1.87M
3
SIC
Schwartz Investment Counsel
Michigan
+$987K
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$623K
5
ASN
Advisory Services Network
Georgia
+$571K

Top Sellers

1
MC
Moors & Cabot
Massachusetts
-$861K
2
GM
GeoWealth Management
Illinois
-$550K
3
LPL Financial
LPL Financial
California
-$548K
4
Jane Street
Jane Street
New York
-$475K
5
Raymond James Financial
Raymond James Financial
Florida
-$296K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$138K +$22.6K +2,284 +20%
VIA
52
Virtus Investment Advisers
Connecticut
$133K +$133K +13,420 New
Creative Planning
53
Creative Planning
Kansas
$130K -$970 -98 -0.7%
WA
54
Waverly Advisors
Alabama
$125K – – –
IF
55
Ironwood Financial
Arizona
$122K – – –
Russell Investments Group
56
Russell Investments Group
United Kingdom
$120K – – –
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$119K -$86.9K -8,745 -42%
FFB
58
First Financial Bankshares
Texas
$119K – – –
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$113K -$851 -86 -0.7%
SWP
60
Stratos Wealth Partners
Ohio
$106K -$2.84K -286 -3%
Bank of America
61
Bank of America
North Carolina
$102K -$108K -10,849 -51%
SSB
62
Sandy Spring Bank
Maryland
$64.7K – – –
SS
63
Sunbelt Securities
Texas
$62.8K +$61.9K +6,250 +7,353%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$58.6K – – –
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$53K -$30.1K -3,050 -36%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$44.3K -$3.1K -313 -7%
Osaic Holdings
67
Osaic Holdings
Arizona
$26.5K +$3.97K +400 +18%
NA
68
NewEdge Advisors
Louisiana
$24.4K +$7.29K +736 +43%
GSWM
69
Golden State Wealth Management
California
$24.2K – – –
Bessemer Group
70
Bessemer Group
New Jersey
$20K +$20K +2,000 New
LAM
71
Lummis Asset Management
Texas
$18.3K – – –
SRCM
72
Signature Resources Capital Management
California
$17.8K – – –
PWA
73
Principia Wealth Advisory
Texas
$12.7K – – –
CCM
74
Coldstream Capital Management
Washington
$9.91K +$9.91K +1,000 New
TRCT
75
Tower Research Capital (TRC)
New York
$9.3K +$6.28K +634 +209%
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