Permian Basin Royalty Trust

NYSE:PBT Stock Report

Market Cap: US$545.3m

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
Private Companies2,3320.005%
VC/PE Firms4,148,1958.9%
Individual Insiders4,659,19910%
Institutions9,422,45020.2%
General Public28,376,62060.9%

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


Top Shareholders

Top 25 shareholders own 37.35% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.9%
Softvest Advisors, LLC
4,148,195US$48.5m0%17.71%
7.69%
Horizon Kinetics LLC
3,583,742US$41.9m-9.19%1.09%
7.24%
Loyd Powell
3,372,195US$39.5m0%no data
2.76%
Gideon Powell
1,287,004US$15.1m0%no data
1.72%
Schwartz Investment Counsel, Inc.
803,849US$9.4m40.6%0.34%
1.46%
Foundation Resource Management, Inc.
682,634US$8.0m0.84%1.26%
1.11%
Hosking Partners LLP
519,251US$6.1m10.3%0.2%
0.99%
UBS Asset Management AG
463,587US$5.4m-3.29%no data
0.71%
Morgan Stanley, Investment Banking and Brokerage Investments
330,146US$3.9m31.4%no data
0.58%
Moors & Cabot, Inc., Asset Management Arm
268,766US$3.1m23.4%0.18%
0.54%
MRM-Horizon Advisors, LLC
252,447US$3.0m-1.88%2.14%
0.54%
LPL Financial Corporation, Asset Management Arm
250,523US$2.9m43%no data
0.51%
Wells Fargo & Company, Securities and Brokerage Investments
237,431US$2.8m-22.2%no data
0.32%
Beacon Pointe Advisors, LLC
147,246US$1.7m2.81%0.02%
0.32%
Susquehanna International Group, LLP, Asset Management Arm
147,239US$1.7m655%no data
0.28%
OFI Asset Management SA
132,800US$1.6m0%0.06%
0.28%
Group One Trading LP, Asset Management Arm
132,432US$1.5m205%0.05%
0.23%
CapFinancial Partners, LLC, Asset Management Arm
107,958US$1.3m-0.28%no data
0.23%
Citadel Advisors LLC
107,415US$1.3m275%no data
0.21%
Pathstone Family Office, LLC
100,135US$1.2m-8.68%0.01%
0.19%
SMP Asset Management, LLC
86,500US$1.0m0%0.71%
0.16%
Wilcoxson Wealth Management
72,614US$849.6k45.3%no data
0.14%
Essex Financial Services, Inc.
65,699US$768.7k-1.64%0.05%
0.12%
Fielder Capital Group LLC
55,242US$646.3k-10.4%0.29%
0.12%
Kingswood Wealth Advisors, LLC
55,006US$643.6k-53.2%0.08%
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