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 %
PWA
76
Principia Wealth Advisory
Texas
$14.7K 1,333 +1,333 New
NC
77
NewSquare Capital
Pennsylvania
$11K 1,000 +1,000 New
BIG
78
Brooklyn Investment Group
New York
$10.1K 909 +909 New
MCM
79
Manchester Capital Management
Vermont
$8.31K 750 – –
SWM
80
Spire Wealth Management
Virginia
$8.27K 750 – –
HI
81
Harbour Investments
Wisconsin
$8.13K 734 – –
VWM
82
Vermillion Wealth Management
Minnesota
$5.57K 505 +505 New
BF
83
BOK Financial
Oklahoma
$5.4K 462 – –
NFSG
84
Newbridge Financial Services Group
Florida
$5.32K 480 +480 New
WW
85
Winnow Wealth
Texas
$5.31K 480 +480 New
SIC
86
SJS Investment Consulting
Ohio
$4.82K 437 +3 +0.7%
TRCT
87
Tower Research Capital (TRC)
New York
$3.37K 304 -310 -50%
US Bancorp
88
US Bancorp
Minnesota
$3.32K 300 – –
VWA
89
Valued Wealth Advisors
Utah
$2.65K 240 +240 New
FGA
90
Fortis Group Advisors
New Jersey
$2.22K 200 – –
GRP
91
Global Retirement Partners
California
$1.11K 100 – –
S
92
SignatureFD
Georgia
$959 87 – –
CA
93
Clearstead Advisors
Ohio
$953 86 +1 +1%
SS
94
Sunbelt Securities
Texas
$930 85 -127 -60%
BTD
95
BankPlus Trust Department
Mississippi
$133 12 +12 New
ACM
96
Anfield Capital Management
California
$77 7 – –
SMP
97
Santa Monica Partners
Florida
– – -86,500 Closed
IAA
98
Independent Advisor Alliance
North Carolina
– – -70,403 Closed
Group One Trading
99
Group One Trading
Illinois
– – -25,803 Closed
FTUS
100
Flow Traders U.S.
New York
– – -14,009 Closed
1 2 3
4
5