Permian Basin Royalty Trust

DB:P0BR Stock Report

Market Cap: €1.0b

Permian Basin Royalty Trust Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of P0BR?
Owner TypeNumber of SharesOwnership Percentage
VC/PE Firms4,148,0958.9%
Individual Insiders4,659,19910%
Institutions8,701,69018.7%
General Public29,099,81262.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 36.11% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.9%
Softvest Advisors, LLC
4,148,095€92.7m0.97%34.78%
8.04%
Horizon Kinetics LLC
3,746,345€83.7m21.8%1.73%
7.24%
Loyd Powell
3,372,195€75.3m0%no data
2.76%
Gideon Powell
1,287,004€28.7m0%no data
1.48%
Foundation Resource Management, Inc.
687,688€15.4m-0.31%2.73%
1.23%
UBS Asset Management AG
573,688€12.8m140%no data
1.06%
Hosking Partners LLP
493,375€11.0m22.9%0.4%
0.71%
MRM-Horizon Advisors, LLC
332,247€7.4m0.28%6.14%
0.52%
Morgan Stanley, Investment Banking and Brokerage Investments
241,720€5.4m158%no data
0.49%
Essex Financial Services, Inc.
229,080€5.1m0%0.45%
0.45%
RGT Wealth Advisors, LLC
210,745€4.7m0%0.7%
0.42%
Moors & Cabot, Inc., Asset Management Arm
193,622€4.3m71.5%0.32%
0.37%
Beacon Pointe Advisors, LLC
172,838€3.9m0%0.08%
0.26%
SineCera Capital, LLC
122,373€2.7m0.09%3.1%
0.24%
Ofi Asset Management
112,600€2.5m0%0.09%
0.24%
Pathstone Family Office, LLC
109,600€2.4m37.7%0.04%
0.23%
Wells Fargo & Company, Securities and Brokerage Investments
106,894€2.4m130%no data
0.23%
CapFinancial Partners, LLC, Asset Management Arm
105,308€2.4m-4.54%0.01%
0.22%
Cambridge Investment Research Advisors, Inc.
100,243€2.2m40.7%0.01%
0.2%
Schwartz Investment Counsel, Inc.
91,893€2.1m0%0.09%
0.19%
LPL Financial Corporation, Asset Management Arm
87,777€2.0m1.62%no data
0.19%
SMP Asset Management, LLC
86,500€1.9m0%1.59%
0.17%
Group One Trading LP, Asset Management Arm
78,851€1.8m-73.5%0.06%
0.16%
Lincoln Investment Planning, LLC
74,503€1.7m-45.7%0.71%
0.14%
Raymond James Financial Inc., Asset Management Arm
67,454€1.5m136%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2023/05/07 01:58
End of Day Share Price 2023/02/07 00:00
Earnings2022/12/31
Annual Earnings2022/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Permian Basin Royalty Trust is covered by 2 analysts. of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Richard RoyCitigroup Inc
Pankaj KumarVirtua Research Inc.