PBT
Permian Basin Royalty Trust
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC Horizon Kinetics Asset Management Llc | $168.5M | 6.73M | 1.91% | +5.5% |
| SoftVest Advisors, LLC Softvest Advisors, Llc | $155.7M | 6.22M | 16.90% | Unchanged |
| MAD RIVER INVESTORS Mad River Investors | $25.2M | 1.01M | 9.39% | +0.2% |
| SCHWARTZ INVESTMENT COUNSEL INC Schwartz Investment Counsel Inc | $23.4M | 933.7K | 0.78% | Unchanged |
| FOUNDATION RESOURCE MANAGEMENT INC Foundation Resource Management Inc | $15.7M | 626.3K | 1.82% | -0.6% |
| Moors & Cabot, Inc. Moors & Cabot, Inc. | $14.3M | 570.2K | 0.56% | -3.1% |
| COMMONWEALTH EQUITY SERVICES, LLC Commonwealth Equity Services, Llc | $10.6M | 424.2K | 0.01% | +57.7% |
| HRT FINANCIAL LP Hrt Financial Lp | $6.9M | 276.0K | 0.01% | +61.6% |
| Advisory Services Network, LLC Advisory Services Network, Llc | $6.2M | 249.6K | 0.07% | -0.7% |
| WELLS FARGO & COMPANY/MN Wells Fargo & Company/Mn | $5.5M | 219.7K | 0.00% | -4.8% |
| Beacon Pointe Advisors, LLC Beacon Pointe Advisors, Llc | $5.3M | 213.3K | 0.02% | +35.1% |
| SEI INVESTMENTS CO Sei Investments Co | $5.3M | 211.0K | 0.00% | -50.0% |
| MORGAN STANLEY Morgan Stanley | $5.2M | 206.2K | 0.00% | -31.5% |
| SteelPeak Wealth, LLC Steel Peak Wealth Management Llc | $5M | 199.4K | 0.13% | +4.4% |
| LPL Financial LLC Lpl Financial Llc | $5M | 197.7K | 0.00% | -6.4% |
| Lido Advisors, LLC Lido Advisors, Llc | $3M | 117.8K | 0.01% | -3.4% |
| JPMORGAN CHASE & CO Jpmorgan Chase | $2.7M | 109.4K | 0.00% | New Position |
| BWM Planning, LLC Bwm Planning, Llc | $2.6M | 104.4K | 0.61% | Unchanged |
| RAYMOND JAMES FINANCIAL INC Raymond James Financial Inc | $2.4M | 95.3K | 0.00% | +13.2% |
| Atlas Wealth Partners, LLC Atlas Wealth Partners, Llc | $2.1M | 82.2K | 2.25% | +1.4% |
| JANE STREET GROUP, LLC Jane Street Group, Llc | $1.9M | 74.2K | 0.00% | +233.8% |
| HighTower Advisors, LLC Hightower Advisors, Llc | $1.8M | 70.8K | 0.00% | -1.2% |
| PROMETHIUM ADVISORS,LLC Promethium Advisors,Llc | $1.7M | 68.3K | 0.82% | Unchanged |
| BANK OF AMERICA CORP /DE/ Bank Of America | $1.6M | 64.2K | 0.00% | +24.9% |
| Pathstone Holdings, LLC Pathstone Holdings, Llc | $1.6M | 62.9K | 0.00% | +0.0% |
| Corient Private Wealth LP Ci Private Wealth, Llc | $1.6M | 62.7K | 0.00% | +10.7% |
| Essex Financial Services, Inc. Essex Financial Services, Inc. | $1.4M | 56.9K | 0.07% | -1.1% |
| UBS Group AG Ubs Group Ag | $1.4M | 55.1K | 0.00% | +55.9% |
| MOR Wealth Management, LLC Mor Wealth Management, Llc | $1.3M | 52.5K | 0.52% | Unchanged |
| Avondale Wealth Management Avondale Wealth Management | $1.2M | 46.3K | 0.47% | -5.9% |
| Family Manage LLC Family Management Corp | $1.1M | 42.8K | 0.11% | +96.8% |
| Fielder Capital Group LLC Fielder Capital Group Llc | $1M | 41.7K | 0.23% | Unchanged |
| PKS Advisory Services, LLC Pks Advisory Services, Llc | $1M | 41.1K | 0.16% | New Position |
| Walleye Capital LLC Walleye Capital Llc | $1M | 40.4K | 0.00% | +285.8% |
| EagleClaw Capital Managment, LLC Eagleclaw Capital Managment, Llc | $916K | 36.6K | 0.12% | +3.2% |
| Capital Analysts, LLC Capital Analysts, Llc | $865K | 34.6K | 0.02% | -40.0% |
| XTX Topco Ltd Xtx Topco Ltd | $835K | 33.3K | 0.01% | New Position |
| Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, Llc | $805K | 32.2K | 0.00% | -0.2% |
| CAPTRUST FINANCIAL ADVISORS Captrust Financial Advisors | $673K | 26.9K | 0.00% | Unchanged |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. Beese Fulmer Investment Management, Inc. | $659K | 26.3K | 0.04% | -11.1% |
| Fruth Investment Management Fruth Investment Management | $636K | 25.4K | 0.15% | Unchanged |
| Financial Sense Advisors, Inc. Financial Sense Advisors, Inc. | $627K | 25.1K | 0.12% | +0.2% |
| GROUP ONE TRADING LLC Group One Trading, L.P. | $547K | 21.8K | 0.00% | +367.1% |
| ROYAL BANK OF CANADA Royal Bank Of Canada | $534K | 21.3K | 0.00% | +183.4% |
| Blue Trust, Inc. Ronald Blue Trust, Inc. | $511K | 20.4K | 0.01% | Unchanged |
| Resurgent Financial Advisors LLC Resurgent Financial Advisors Llc | $501K | 20.0K | 0.14% | Unchanged |
| Stratos Wealth Partners, LTD. Stratos Wealth Partners, Ltd. | $491K | 19.6K | 0.00% | +0.1% |
| Welch Group, LLC Welch Group, Llc | $483K | 19.3K | 0.02% | Unchanged |
| AMERIPRISE FINANCIAL INC Ameriprise Financial Inc | $464K | 18.5K | 0.00% | -6.5% |
| Capital Investment Advisors, LLC Capital Investment Advisors, Llc | $460K | 18.4K | 0.01% | +0.0% |