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Get Institutions for : 
Permian Basin Royalty Trust (PBT)  
$13.09 0.67 (5.39%) as of 4:30 Mon 5/13


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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  : 
4.81 (26.87%)  




 
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
   SANTA MONICA PARTNERS LP 13 - 2023-12-31 86,500 $1,208,000 0
   Resurgent Financial Advisors LLC 92 - 2024-03-31 48,000 $581,000 0
   FRUTH INVESTMENT MANAGEMENT 180 - 2024-03-31 25,400 $306,000 0
   Ronald Blue Trust Inc. 443 - 2024-03-31 20,420 $247,000 0
   Price Jennifer C. 38 - 2023-12-31 13,841 $193,000 0
   WELCH GROUP, LLC 223 - 2024-03-31 10,816 $130,000 0
   SANDY SPRING BANK 499 - 2024-03-31 6,524 $79,000 0
   PNC FINANCIAL SERVICES GROUP INC 2792 - 2024-03-31 5,912 $72,000 0
   Venturi Wealth Management LLC 462 - 2024-03-31 5,586 $68,000 0
   CoreFirst Bank & Trust 266 - 2023-12-31 1,640 $23,000 0
   J P MORGAN CHASE & CO 4908 - 2024-03-31 1,900 $23,000 0
   Global Retirement Partners LLC 1756 - 2024-03-31 1,802 $22,000 0
   GRADIENT INVESTMENTS LLC 610 - 2024-03-31 1,000 $12,000 0
   Spire Wealth Management 1749 - 2024-03-31 750 $9,000 0
   COMERICA BANK 3199 - 2023-12-31 501 $7,000 0
   CVA Family Office LLC 809 - 2024-03-31 463 $6,000 0
   CWM LLC 4113 - 2024-03-31 100 $1,000 0
   ANTONETTI CAPITAL MANAGEMENT LLC 348 - 2023-09-30 10 $0 0
   PROEQUITIES INC. 9941 - 2024-03-31 0 $0 0

  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results