PERMIAN BASIN ROYALTY TRUST

PBTNYSE

$31.57+0.26 (+0.83%)as of Oct 2, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

PERMIAN BASIN ROYALTY TRUST price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+77.5%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Horizon Kinetics Asset Management LLC	Not reported	$169M	1.91%	Not reported
SoftVest Advisors, LLC	Not reported	$156M	16.90%	Not reported
Mad River Investors	Not reported	$25.2M	9.39%	Add 0.20%
Schwartz Investment Counsel Inc	Not reported	$23.4M	0.78%	Not reported
Foundation Resource Management Inc	Not reported	$15.7M	1.82%	Reduce 0.62%
Moors & Cabot, Inc.	Not reported	$14.3M	0.56%	Reduce 3.14%
Commonwealth Equity Services, LLC	Not reported	$10.6M	0.01%	Not reported
Advisory Services Network, LLC	Not reported	$6.25M	0.07%	Not reported
Wells Fargo & Company	Not reported	$5.5M	0.00%	Not reported
Beacon Pointe Advisors, LLC	Not reported	$5.34M	0.02%	Not reported
Sei Investments Co	Not reported	$5.28M	0.00%	Not reported
Morgan Stanley	Not reported	$5.16M	0.00%	Not reported
SteelPeak Wealth, LLC	Not reported	$5M	0.13%	Add 4.37%
LPL Financial LLC	Not reported	$4.95M	0.00%	Not reported
Lido Advisors, LLC	Not reported	$2.95M	0.01%	Reduce 3.44%
JPMorgan Chase & Co	Not reported	$2.73M	0.00%	Not reported
BWM Planning, LLC	Not reported	$2.61M	0.61%	Not reported
Raymond James Financial Inc	Not reported	$2.39M	0.00%	Not reported
Atlas Wealth Partners, LLC	Not reported	$2.06M	2.25%	Add 1.35%
Jane Street Group, LLC	Not reported	$1.86M	0.00%	Not reported
HighTower Advisors, LLC	Not reported	$1.77M	0.00%	Not reported
Promethium Advisors,llc	Not reported	$1.71M	0.82%	Not reported
Bank of America Corp	Not reported	$1.61M	0.00%	Not reported
Pathstone Holdings, LLC	Not reported	$1.58M	0.00%	Not reported
Essex Financial Services, Inc.	Not reported	$1.42M	0.07%	Reduce 1.06%
UBS Group AG	Not reported	$1.38M	0.00%	Not reported
MOR Wealth Management, LLC	Not reported	$1.32M	0.52%	Not reported
Avondale Wealth Management	Not reported	$1.16M	0.47%	Reduce 5.93%
Family Manage LLC	Not reported	$1.07M	0.11%	Add 96.84%
Fielder Capital Group LLC	Not reported	$1.04M	0.23%	Not reported
PKS Advisory Services, LLC	Not reported	$1.03M	0.16%	New Not reported
Walleye Capital LLC	Not reported	$1.01M	0.00%	Not reported
EagleClaw Capital Managment, LLC	Not reported	$916K	0.12%	Add 3.24%
Capital Analysts, LLC	Not reported	$865K	0.02%	Reduce 39.98%
XTX Topco Ltd	Not reported	$835K	0.01%	Not reported
Steward Partners Investment Advisory, LLC	Not reported	$805K	0.00%	Not reported
Captrust Financial Advisors	Not reported	$673K	0.00%	Not reported
Beese Fulmer Investment Management, Inc.	Not reported	$659K	0.04%	Reduce 11.14%
Fruth Investment Management	Not reported	$636K	0.15%	Not reported
Financial Sense Advisors, Inc.	Not reported	$627K	0.12%	Add 0.20%
Royal Bank of Canada	Not reported	$534K	0.00%	Not reported
Corient Private Wealth LP	Not reported	$522K	0.00%	Not reported
Blue Trust, Inc.	Not reported	$511K	0.01%	Not reported
Resurgent Financial Advisors LLC	Not reported	$501K	0.14%	Not reported
Stratos Wealth Partners, LTD.	Not reported	$491K	0.00%	Add 0.15%
Welch Group, LLC	Not reported	$483K	0.02%	Not reported
Ameriprise Financial Inc	Not reported	$464K	0.00%	Not reported
Capital Investment Advisors, LLC	Not reported	$460K	0.01%	Add 0.01%
Wealth Enhancement Advisory Services, LLC	Not reported	$436K	0.00%	Not reported
Kingswood Wealth Advisors, LLC	Not reported	$370K	0.01%	Add 18.77%

50 of 95 holders

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Historical Activity Patterns

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