PBT
Permian Basin Royalty Trust
PBT
PBT
94 hedge funds and large institutions have $241M invested in Permian Basin Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 15 closing their positions.
Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
30
Reduced
20
Closed
15
Calls
$342K
Puts
$12.6M
Net Calls
-$12.2M
Net Calls Change
-$10M
Top Buyers
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CCM
101
Coldstream Capital Management
Bellevue,
Washington
| – | – | -1,000 | Closed |
|
|
SWM
102
Spire Wealth Management
Mclean,
Virginia
| – | – | -750 | Closed |
|
|
WW
103
Winnow Wealth
Waco,
Texas
| – | – | -565 | Closed |
|
|
VWM
104
Vermillion Wealth Management
Rosemount,
Minnesota
| – | – | -508 | Closed |
|
105
Fifth Third Bancorp
Cincinnati,
Ohio
| – | – | -87 | Closed |
|
|
CA
106
Clearstead Advisors
Cleveland,
Ohio
| – | – | -86 | Closed |
|
|
BTD
107
BankPlus Trust Department
Jackson,
Mississippi
| – | – | -12 | Closed |
|
108
BlackRock
New York
| – | – | -5 | Closed |
|
109
Fidelity Investments
Boston,
Massachusetts
| – | – | -3 | Closed |
|