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 %
CFO
76
CVA Family Office
Colorado
$5.5K – – –
SIC
77
SJS Investment Consulting
Ohio
$5.15K +$3.46K +292 +206%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$4.76K +$4.74K +399 +39,900%
US Bancorp
79
US Bancorp
Minnesota
$3.57K +$3.57K +300 New
SS
80
Sunbelt Securities
Texas
$2.52K +$1K +84 +66%
FGA
81
Fortis Group Advisors
New Jersey
$2.38K – – –
GRP
82
Global Retirement Partners
California
$1.19K -$20.5K -1,722 -95%
S
83
SignatureFD
Georgia
$1.03K – – –
CA
84
Clearstead Advisors
Ohio
$1.01K +$12 +1 +1%
IAIM
85
International Assets Investment Management
Florida
$700 +$641 +7,623 +1,089%
AFWM
86
Abich Financial Wealth Management
Virginia
$313 +$313 +26 New
ACM
87
Anfield Capital Management
California
$83 – – –
LIM
88
Lagoda Investment Management
New York
– -$288K -25,575 Closed
Mariner
89
Mariner
Kansas
– -$116K -10,261 Closed
Simplex Trading
90
Simplex Trading
Illinois
– -$57K -5,077 Closed
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
– -$22.5K -2,000 Closed
GI
92
Gradient Investments
Minnesota
– -$11.2K -1,000 Closed
NFSG
93
Newbridge Financial Services Group
Florida
– -$5.28K -469 Closed
ATPW
94
Ashton Thomas Private Wealth
Arizona
– -$1.4K -124 Closed
CTC
95
Central Trust Company
Missouri
– -$1.13K -100 Closed
VAMG
96
Voisard Asset Management Group
Michigan
– -$315 -28 Closed
1 2 3
4