Type / Class
Equity / Units of Beneficial Interest
Shares outstanding
46.7M
Number of holders
81
Total 13F shares, excl. options
13.1M
Shares change
+135K
Total reported value, excl. options
$147M
Value change
+$1.38M
Put/Call ratio
0.44
Number of buys
16
Number of sells
-6
Price
$11.26

Significant Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q2 2024

90 filings reported holding PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest as of Q2 2024.
PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) has 81 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 13.1M shares of 46.7M outstanding shares and own 28% of the company stock.
Largest 10 shareholders include SoftVest Advisors, LLC (4.38M shares), HORIZON KINETICS ASSET MANAGEMENT LLC (3.68M shares), SCHWARTZ INVESTMENT COUNSEL INC (1.14M shares), FOUNDATION RESOURCE MANAGEMENT INC (680K shares), Moors & Cabot, Inc. (460K shares), LPL Financial LLC (312K shares), MAD RIVER INVESTORS (264K shares), UBS Group AG (258K shares), Hosking Partners LLP (213K shares), and OFI INVEST ASSET MANAGEMENT (124K shares).
This table shows the top 81 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.