Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / Units of Beneficial Interest
-
Shares outstanding
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46.7M
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Number of holders
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49
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Total 13F shares, excl. options
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3.13M
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Shares change
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-1.06M
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Total reported value, excl. options
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$8.81M
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Value change
-
-$4.63M
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Number of buys
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15
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Number of sells
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-34
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Price
-
$2.82
Significant Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q1 2020
69 filings reported holding PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest as of Q1 2020.
PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) has 49 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.13M shares
of 46.7M outstanding shares and own 6.69% of the company stock.
Largest 10 shareholders include FOUNDATION RESOURCE MANAGEMENT INC (826K shares), SoftVest Advisors, LLC (488K shares), HORIZON KINETICS ASSET MANAGEMENT LLC (379K shares), FMR LLC (343K shares), McGowan Group Asset Management, Inc. (110K shares), MORGAN STANLEY (109K shares), CAPTRUST FINANCIAL ADVISORS (106K shares), STATE STREET CORP (76.7K shares), LPL Financial LLC (66.3K shares), and Mraz, Amerine & Associates, Inc. (64.6K shares).
This table shows the top 49 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.