Q3 2024 13F Holders as of 9/30/2024
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Type / Class
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Equity / Units of Beneficial Interest
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Shares outstanding
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46.7M
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Number of holders
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86
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Total 13F shares, excl. options
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13.4M
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Shares change
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+362K
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Total reported value, excl. options
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$160M
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Value change
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+$4.33M
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Put/Call ratio
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1.58
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Number of buys
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42
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Number of sells
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-31
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Price
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$11.89
Significant Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q3 2024
100 filings reported holding PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest as of Q3 2024.
PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) has 86 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13.4M shares
of 46.7M outstanding shares and own 28.73% of the company stock.
Largest 10 shareholders include SoftVest Advisors, LLC (4.43M shares), HORIZON KINETICS ASSET MANAGEMENT LLC (3.68M shares), SCHWARTZ INVESTMENT COUNSEL INC (1.4M shares), FOUNDATION RESOURCE MANAGEMENT INC (669K shares), Moors & Cabot, Inc. (535K shares), MAD RIVER INVESTORS (276K shares), LPL Financial LLC (272K shares), Hosking Partners LLP (240K shares), COMMONWEALTH EQUITY SERVICES, LLC (118K shares), and BWM Planning, LLC (104K shares).
This table shows the top 86 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.