Permian Basin Royalty Trust

NYSE:PBT Stock Report

Market Cap: US$512.2m

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 PBT?
Owner TypeNumber of SharesOwnership Percentage
VC/PE Firms4,298,1959.22%
Individual Insiders4,659,19910%
Institutions8,952,40219.2%
General Public28,699,00061.6%

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


Top Shareholders

Top 25 shareholders own 36.77% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.22%
Softvest Advisors, LLC
4,298,195US$47.2m3.62%12.99%
7.61%
Horizon Kinetics LLC
3,545,020US$39.0m-1.08%0.6%
7.24%
Loyd Powell
3,372,195US$37.1m0%no data
2.76%
Gideon Powell
1,287,004US$14.1m0%no data
2.11%
Schwartz Investment Counsel, Inc.
981,669US$10.8m22.1%0.38%
1.46%
Foundation Resource Management, Inc.
680,334US$7.5m-0.34%1.17%
0.98%
Hosking Partners LLP
454,897US$5.0m-12.4%0.15%
0.93%
UBS Asset Management AG
434,317US$4.8m-6.31%no data
0.8%
Moors & Cabot, Inc., Asset Management Arm
373,007US$4.1m38.8%0.21%
0.54%
MRM-Horizon Advisors, LLC
252,447US$2.8m-1.88%1.65%
0.39%
Morgan Stanley, Investment Banking and Brokerage Investments
180,483US$2.0m-45.3%no data
0.32%
Beacon Pointe Advisors, LLC
150,752US$1.7m2.38%0.02%
0.29%
LPL Financial Corporation, Asset Management Arm
136,655US$1.5m-45.5%no data
0.27%
OFI Asset Management SA
124,017US$1.4m0%0.05%
0.27%
Ofi Invest Asset Management
124,017US$1.4m0%0.03%
0.22%
Susquehanna International Group, LLP, Asset Management Arm
102,003US$1.1m-30.7%no data
0.19%
SMP Asset Management, LLC
86,500US$950.6k0%0.59%
0.18%
Capital Analysts, LLC
82,978US$911.9k52.2%0.05%
0.18%
Pathstone Family Office, LLC
81,911US$900.2k-18.2%no data
0.16%
Wells Fargo & Company, Securities and Brokerage Investments
75,494US$829.7k-68.2%no data
0.16%
Wilcoxson Wealth Management
72,614US$798.0k45.3%no data
0.14%
Citadel Advisors LLC
65,977US$725.1k-38.6%no data
0.14%
Essex Financial Services, Inc.
65,699US$722.0k-1.64%0.05%
0.12%
Fielder Capital Group LLC
55,242US$607.1k-10.4%0.26%
0.12%
Kingswood Wealth Advisors, LLC
54,930US$603.7k-0.14%0.05%
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