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Get Institutions for : 
Permian Basin Royalty Trust (PBT)  
$12.54 0.07 (0.56%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    12
Total shares held : 
 13,448,143  
% of shares held : 
 28.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 55,145  
% of shares held change : 
   0.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.78  
Last Quarter's Ending Price : 
 $13.96  
Last Quarter's Average Price : 
 $17.90  
Change from last quarter's     
avg. price to the last closing  : 
5.36 (29.94%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 29,001
 0.22%
 
Increased Positions :
30
 872,292
 6.49%
 
Unchanged Positions :
19
 1,102,777
 8.2%
 
Decreased Positions :
23
-619,755
-4.61%
 
Closed Positions :
16
-226,393
-1.68%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VIRTU FINANCIAL LLC 612 *New 2024-03-31 25,279 $306,000 25,279
   Silicon Hills Wealth Management LLC 78 *New 2023-06-30 9,666 $241,000 9,666
   PFG Investments LLC 886 *New 2024-03-31 17,266 $209,000 17,266
   STATE STREET CORP 3703 *New 2024-03-31 14,801 $179,000 14,801
   FRG Family Wealth Advisors LLC 251 *New 2024-03-31 1,200 $14,000 1,200
   Sugarloaf Wealth Management LLC 461 *New 2024-03-31 1,024 $12,000 1,024
   US BANCORP 3259 *New 2024-03-31 890 $11,000 890
   TUCKER ASSET MANAGEMENT LLC 549 *New 2023-12-31 400 $6,000 400
   Anchor Investment Management LLC 854 *New 2024-03-31 500 $6,000 500
   Nelson Van Denburg & Campbell Wealth Management Gr 2054 *New 2024-03-31 416 $5,000 416
   SJS Investment Consulting Inc. 859 *New 2024-03-31 140 $2,000 140
   Anfield Capital Management LLC 351 *New 2024-03-31 7 $0 7
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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