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PBT Permian Basin Royalty Trust

Institutional ownership

Data for period
(Last complete reporting period)
Institutional shares
Float
Outstanding shares
Total positions
Opened positions
Closed positions
Increased positions
Decreased positions

Latest institutional filings

Type Filer #Shares Filed For date #Previous %Chg Prev. Date
13F-HR
Patriot Financial Group Insurance Agency 373 24 Nov 21 30 Sep 21 373 0% 30 Jun 21
13F-HR
Captrust Financial Advisors 116.77K 15 Nov 21 30 Sep 21 116.77K 0% 30 Jun 21
13F-HR
Pathstone Family Office 56.82K 15 Nov 21 30 Sep 21 56.82K 0% 30 Jun 21
13F-HR
Harbour Investments 299 15 Nov 21 30 Sep 21 348 -14% 31 Mar 21
13F-HR
Citadel Advisors 24.97K 15 Nov 21 30 Sep 21 26.12K -4% 30 Jun 21
13F-HR
Morgan Stanley 202.43K 15 Nov 21 30 Sep 21 35.08K +477% 30 Jun 21
13F-HR
McGowan Group Asset Management 98.71K 15 Nov 21 30 Sep 21 111.57K -12% 30 Jun 21
13F-HR
Horizon Kinetics Asset Management 327.08K 15 Nov 21 30 Sep 21 333.91K -2% 30 Jun 21
13F-HR
Bank Of America 5.58K 15 Nov 21 30 Sep 21 5.58K 0% 30 Jun 21
13F-HR
Royal Bank Of Canada 113 15 Nov 21 30 Sep 21 542 -79% 30 Jun 21

About this data

This data is updated daily from 13F, 13D and 13G SEC filings.

Faded values represent incomplete data for the quarter, where values have been used from the previous quarter for institutions that haven't filed updated data yet.

PBT 5-year stock price

Institutional ownership trends

Institutional shares (*long positions only)
Number of holders
Opened vs closed positions (#holders, opened on top)
Increased vs decreased positions (#holders, increased on top)
Puts vs calls (#shares, puts on top)

Institutional ownership history data

All data in millions (MM) except percentages. "0.0" is < 100,000 and "0.0%" is < 0.1%
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