PBT
Permian Basin Royalty Trust• Energy
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Mad River Investors | $33.3M | 1.06M | 13.54% | +5.1% |
Schwartz Investment Counsel Inc | $29.4M | 933.7K | 1.02% | Unchanged |
Foundation Resource Management Inc | $18.8M | 595.6K | 2.00% | -4.9% |
Commonwealth Equity Services, Llc | $17.1M | 544.2K | 0.02% | +28.3% |
Steelpeak Wealth, Llc | $5.9M | 188.0K | 0.15% | -5.8% |
Blue Trust, Inc. | $2.4M | 76.0K | 0.02% | +272.1% |
Promethium Advisors,Llc | $2.1M | 66.5K | 1.03% | -2.7% |
Avondale Wealth Management | $1.3M | 41.6K | 0.58% | -10.3% |
Pks Advisory Services, Llc | $1M | 41.1K | 0.17% | Unchanged |
Beese Fulmer Investment Management, Inc. | $828K | 26.3K | 0.05% | Unchanged |
Fruth Investment Management | $799K | 25.4K | 0.20% | Unchanged |
Wealth Enhancement Advisory Services, Llc | $789K | 22.7K | 0.00% | +36.1% |
State Of Wyoming | $772K | 24.5K | 0.06% | +537.0% |
Welch Group, Llc | $608K | 19.3K | 0.02% | Unchanged |
Capital Investment Advisors, Llc | $578K | 18.4K | 0.01% | +0.0% |
Pekin Hardy Strauss, Inc. | $570K | 18.1K | 0.05% | New Position |
Kingswood Wealth Advisors, Llc | $465K | 14.8K | 0.02% | Unchanged |
Clark Asset Management, Llc | $315K | 10.0K | 0.02% | +0.1% |
Fourpath Capital Management, Llc | $292K | 9.3K | 0.04% | Unchanged |
Post Resch Tallon Group Inc. | $292K | 9.3K | 0.20% | +10.2% |
Pinnacle Wealth Planning Services, Inc. | $90K | 2.9K | 0.01% | +1.7% |
Cx Institutional | $87K | 2.8K | 0.00% | +31.5% |
Signature Resources Capital Management, Llc | $57K | 1.8K | 0.02% | Unchanged |
Access Investment Management Llc | $57K | 1.8K | 0.01% | Unchanged |
Beacon Investment Advisory Services, Inc. | $31K | 1.0K | 0.00% | Unchanged |
Sjs Investment Consulting Inc. | $6K | 202 | 0.00% | +0.5% |
Corecap Advisors, Llc | $6K | 200 | 0.00% | Unchanged |
Pfs Partners, Llc | $6K | 200 | 0.00% | Unchanged |
Assetmark, Inc | $6K | 180 | 0.00% | -4.8% |
Buck Wealth Strategies, Llc | $3K | 100 | 0.00% | Unchanged |
Signaturefd, Llc | $3K | 88 | 0.00% | -93.8% |
Td Waterhouse Canada Inc. | $1K | 45 | 0.00% | Unchanged |
Wolff Wiese Magana Llc | $565 | 18 | 0.00% | Unchanged |
Farther Finance Advisors, Llc | $472 | 15 | 0.00% | New Position |