Q4 2020 13F Holders as of 12/31/2020
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Type / Class
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Equity / Units of Beneficial Interest
-
Shares outstanding
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46.7M
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Number of holders
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43
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Total 13F shares, excl. options
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4.05M
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Shares change
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+1.15M
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Total reported value, excl. options
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$13.4M
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Value change
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+$3.85M
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Number of buys
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13
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Number of sells
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-21
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Price
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$3.31
Significant Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q4 2020
53 filings reported holding PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest as of Q4 2020.
PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) has 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.05M shares
of 46.7M outstanding shares and own 8.67% of the company stock.
Largest 10 shareholders include SoftVest Advisors, LLC (1.65M shares), FOUNDATION RESOURCE MANAGEMENT INC (775K shares), HORIZON KINETICS ASSET MANAGEMENT LLC (389K shares), FMR LLC (333K shares), McGowan Group Asset Management, Inc. (110K shares), CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM (101K shares), CAPTRUST FINANCIAL ADVISORS (91.8K shares), LPL Financial LLC (63.6K shares), STATE STREET CORP (57.6K shares), and PATHSTONE FAMILY OFFICE, LLC (56.8K shares).
This table shows the top 43 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.