Notable Holders of PERMIAN BASIN ROYALTY TRUST (PBT)
|
Expand Research on PBT
|
* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
|---|---|---|---|---|
| SoftVest Advisors, LLC | UNIT BEN INT | 4,148,095 | 8.90% | 13F |
| HORIZON KINETICS ASSET MANAGEMENT LLC | UNIT BEN INT | 3,993,403 | 8.57% | 13F |
| FOUNDATION RESOURCE MANAGEMENT INC | COM | 685,543 | 1.47% | 13F |
| Horizon Kinetics LLC | UNIT BEN INT | 469,435 | 1.01% | 13F |
| Hosking Partners LLP | COM | 444,065 | 0.95% | 13F |
| SCHWARTZ INVESTMENT COUNSEL INC | UNIT BEN INT | 439,978 | 0.94% | 13F |
| SEI INVESTMENTS CO | UNIT BEN INT | 422,000 | 0.91% | 13F |
| McAdams Wright Ragen, Inc. | COM | 365,550 | 0.78% | 13F |
| MRM-Horizon Advisors LLC | UNIT BEN INT | 334,871 | 0.72% | 13F |
| WELLS FARGO & CO/MN | UNIT BEN INT | 230,722 | 0.50% | 13F |
| RGT Capital Management, Ltd. | UNIT BEN INT | 210,745 | 0.45% | 13F |
| Moors & Cabot, Inc. | UNIT BEN INT | 198,474 | 0.43% | 13F |
| Beacon Pointe Advisors, LLC | UNIT BEN INT | 176,406 | 0.38% | 13F |
| LPL Financial LLC | UNIT BEN INT | 167,759 | 0.36% | 13F |
| MCCULLOUGH & ASSOCIATES | COM | 160,435 | 0.34% | 13F |
| SINECERA CAPITAL, LLC | UNIT BEN INT | 122,461 | 0.26% | 13F |
| BAIRD ROBERT W & CO INC /WI/ | COMMON | 110,750 | 0.24% | 13F |
| Pathstone Family Office, LLC | UNIT BEN INT | 109,600 | 0.24% | 13F |
| CAPTRUST FINANCIAL ADVISORS | Stock | 108,258 | 0.23% | 13F |
| UBS AG | UNIT BEN INT | 87,362 | 0.19% | 13F |
| SANTA MONICA PARTNERS LP | COM | 86,500 | 0.19% | 13F |
| RAYMOND JAMES FINANCIAL INC | UNIT BEN INT | 84,184 | 0.18% | 13F |
| Capital Analysts, Inc. | UNIT BEN INT | 74,333 | 0.16% | 13F |
| RAYMOND JAMES & ASSOCIATES | UNIT BEN INT | 70,926 | 0.15% | 13F |
| Atlas Wealth Partners, LLC | UNIT BEN INT | 64,143 | 0.14% | 13F |
| Advisory Alpha, LLC | UNIT BEN INT | 63,611 | 0.14% | 13F |
| Price Wealth Management, Inc. | UIE | 56,820 | 0.12% | 13F |
| Arthur Zaske & Associates, LLC | UNIT BEN INT | 54,590 | 0.12% | 13F |
| Essex Financial Services, Inc. | Stock | 52,861 | 0.11% | 13F |
| BANK OF AMERICA CORP /DE/ | UNIT BEN INT | 51,387 | 0.11% | 13F |
| Resurgent Financial Advisors LLC | UNIT BEN INT | 48,000 | 0.10% | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC. | UNIT BEN INT | 36,997 | 0.08% | 13F |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | Stock | 36,867 | 0.08% | 13F |
| UBS Group AG | UNIT BEN INT | 35,307 | 0.08% | 13F |
| EagleClaw Capital Managment, LLC | UNIT BEN INT | 34,150 | 0.07% | 13F |
| STIFEL NICOLAUS & CO INC \MO\ | Com | 30,477 | 0.07% | 13F |
| Lagoda Investment Management, L.P. | UNIT BEN INT | 26,150 | 0.06% | 13F |
| HighTower Advisors, LLC | UNIT BEN INT | 25,543 | 0.05% | 13F |
| Fruth Investment Management | COM | 25,400 | 0.05% | 13F |
| Cambridge Investment Research Advisors, Inc. | INT | 23,609 | 0.05% | 13F |
| Russell Investments Group, Ltd. | Common Stock | 22,320 | 0.05% | 13F |
| Capital Investment Advisors, LLC | UNIT BEN INT | 22,035 | 0.05% | 13F |
| Ronald Blue Trust, Inc. | UNIT BEN INT | 20,420 | 0.04% | 13F |
| Geduld E E | UNIT BEN INT | 20,000 | 0.04% | 13F |
| AMERIPRISE FINANCIAL INC | COM | 19,835 | 0.04% | 13F |
| LADENBURG THALMANN FINANCIAL SERVICES INC | UNIT BEN INT | 18,604 | 0.04% | 13F |
| WOLVERINE TRADING, LLC (CALL) | UNIT BEN INT | 16,300 | 0.03% | 13F |
| First Allied Securities, Inc. | UNIT BEN INT | 16,206 | 0.03% | 13F |
| Creative Planning | UNIT BEN INT | 16,015 | 0.03% | 13F |
| CATAWBA CAPITAL MANAGEMENT /VA | COM | 15,851 | 0.03% | 13F |
| SeaCrest Wealth Management, LLC | UNIT BEN INT | 14,908 | 0.03% | 13F |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 14,668 | 0.03% | 13F |
| We Are One Seven, LLC | UNIT BEN INT | 13,945 | 0.03% | 13F |
| PRICE MICHAEL F | UNIT BEN INT | 13,841 | 0.03% | 13F |
| Price Jennifer C. | UNIT BEN INT | 13,841 | 0.03% | 13F |
| ALPS ADVISORS INC | UNIT BEN INT | 13,465 | 0.03% | 13F |
| KNIGHT CAPITAL GROUP, INC. | UNIT BEN INT | 13,388 | 0.03% | 13F |
| NAVELLIER & ASSOCIATES INC | COM | 12,281 | 0.03% | 13F |
| Rockefeller Capital Management L.P. | UNIT BEN INT | 12,254 | 0.03% | 13F |
| FIRST FINANCIAL BANKSHARES INC | UNIT BEN INT | 12,000 | 0.03% | 13F |
| State of Wyoming | UNIT BEN INT | 11,461 | 0.02% | 13F |
| Quadrature Capital Ltd | UNIT BEN INT | 11,294 | 0.02% | 13F |
| Welch Group, LLC | Common | 10,816 | 0.02% | 13F |
| Multi-Financial Securities Corp | UNIT BEN INT | 10,400 | 0.02% | 13F |
| TITLEIST ASSET MANAGEMENT, LTD. | UNIT BEN INT | 10,342 | 0.02% | 13F |
| Schonfeld Strategic Advisors LLC | UNIT BEN INT | 10,300 | 0.02% | 13F |
| Stratos Wealth Partners, LTD. | UNIT BEN INT | 10,192 | 0.02% | 13F |
| Warren Averett Asset Management, LLC | UNIT BEN INT | 9,866 | 0.02% | 13F |
| Silicon Hills Wealth Management, LLC | UNIT BEN INT | 9,666 | 0.02% | 13F |
| TITLEIST ASSET MANAGEMENT, LLC | UNIT BEN INT | 9,637 | 0.02% | 13F |
| Qube Research & Technologies Ltd | UNIT BEN INT | 9,605 | 0.02% | 13F |
| Virtus ETF Advisers LLC | UNIT BEN INT | 9,258 | 0.02% | 13F |
| Visionary Wealth Advisors | UNIT BEN INT | 8,722 | 0.02% | 13F |
| SIMPLEX TRADING, LLC | COM | 7,584 | 0.02% | 13F |
| LAZARD ASSET MANAGEMENT LLC | Common Stock | 7,577 | 0.02% | 13F |
| ROYAL BANK OF CANADA \ | UNIT BEN INT | 7,525 | 0.02% | 13F |
| GROUP ONE TRADING, L.P. | UNIT BEN INT | 7,064 | 0.02% | 13F |
| Sandy Spring Bank | UNIT BEN INT | 6,524 | 0.01% | 13F |
| Union Bankshares Corp | UNIT BEN INT | 6,524 | 0.01% | 13F |
| PNC FINANCIAL SERVICES GROUP INC | UNIT BEN INT | 5,912 | 0.01% | 13F |
| Venturi Wealth Management, LLC | UNIT BEN INT | 5,586 | 0.01% | 13F |
| Quantbot Technologies LLC | COM | 5,068 | 0.01% | 13F |

