How many institutions held PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in Q1 2014?

79 institutional investors reported PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest for Q1 2014. Use the holders table for investor-level position and value details.

PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT)

Q: What does CUSIP 714236106 represent in this 13F holders report?

CUSIP 714236106 is the security identifier for PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest used to aggregate holder disclosures.

CUSIP: 714236106

Q1 2014 13F Holders as of 31 Mar 2014

Type / Class: Equity / Units of Beneficial Interest
Shares outstanding: 46,567,095
Total 13F shares: 5,966,786
Share change: -198,625
Total reported value: $78,737,328
Put/Call ratio: 265%
Price per share: $13.20
Number of holders: 79
Value change: -$2,582,970
Number of buys: 29
Number of sells: 40

Quarterly Holders Quick Answers

What is CUSIP 714236106?
CUSIP 714236106 identifies PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in SEC institutional holdings data.

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Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q2 2014
Previous quarter: Q4 2013

Recent filing periods for CUSIP 714236106:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
FOUNDATION RESOURCE MANAGEMENT INC	13F	Company	3%	1,391,170	$17,890,000	—	31 Dec 2013	13F
BANK OF AMERICA CORP /DE/	13F	Company	2.4%	1,137,483	$14,629,000	—	31 Dec 2013	13F
LUCAS CAPITAL MANAGEMENT	13F	Company	1.4%	645,365	$8,299,000	—	31 Dec 2013	13F
ROYAL BANK OF CANADA	13F	Company	0.73%	341,960	$4,398,000	—	31 Dec 2013	13F
Capital Investment Advisors, LLC	13F	Company	0.49%	228,553	$2,939,000	—	31 Dec 2013	13F
CITADEL ADVISORS LLC	13F	Company	0.44%	203,138	$2,612,000	—	31 Dec 2013	13F
TWO SIGMA ADVISERS, LP	13F	Company	0.42%	193,900	$2,494,000	—	31 Dec 2013	13F
TWO SIGMA INVESTMENTS, LP	13F	Company	0.32%	146,844	$1,889,000	—	31 Dec 2013	13F
MORGAN STANLEY	13F	Company	0.31%	142,215	$1,829,000	—	31 Dec 2013	13F
AMG National Trust Bank	13F	Company	0.3%	141,148	$1,815,000	—	31 Dec 2013	13F
BARCLAYS PLC	13F	Company	0.3%	139,073	$1,669,000	—	31 Dec 2013	13F
DEUTSCHE BANK AG\	13F	Company	0.25%	118,401	$1,522,000	—	31 Dec 2013	13F
PROSPECTOR PARTNERS LLC	13F	Company	0.21%	100,000	$1,286,000	—	31 Dec 2013	13F
UBS AG	13F	Company	0.18%	83,324	$1,071,000	—	31 Dec 2013	13F
McAdams Wright Ragen, Inc.	13F	Company	0.17%	77,229	$993,000	—	31 Dec 2013	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.13%	60,213	$774,000	—	31 Dec 2013	13F
Mraz, Amerine & Associates, Inc.	13F	Company	0.12%	56,850	$731,000	—	31 Dec 2013	13F
Gotham Asset Management, LLC	13F	Company	0.12%	55,897	$719,000	—	31 Dec 2013	13F
CITIGROUP INC	13F	Company	0.12%	55,175	$710,000	—	31 Dec 2013	13F
Prospera Financial Services Inc	13F	Company	0.1%	48,722	$627,000	—	31 Dec 2013	13F
OPPENHEIMER & CO INC	13F	Company	0.1%	47,619	$612,000	—	31 Dec 2013	13F
Crosspoint Capital Strategies, LLC	13F	Company	0.1%	45,000	$588,000	—	31 Dec 2013	13F
CATAWBA CAPITAL MANAGEMENT /VA	13F	Company	0.09%	43,066	$554,000	—	31 Dec 2013	13F
BURNS J W & CO INC/NY	13F	Company	0.07%	34,822	$448,000	—	31 Dec 2013	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	0.07%	33,891	$436,000	—	31 Dec 2013	13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13F	Company	0.07%	32,258	$415,000	—	31 Dec 2013	13F
BEESE FULMER INVESTMENT MANAGEMENT, INC.	13F	Company	0.07%	30,470	$392,000	—	31 Dec 2013	13F
TFS CAPITAL LLC	13F	Company	0.06%	30,008	$386,000	—	31 Dec 2013	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	0.06%	29,954	$385,000	—	31 Dec 2013	13F
SFMG, LLC	13F	Company	0.06%	29,200	$376,000	—	31 Dec 2013	13F
CQS Cayman LP	13F	Company	0.05%	25,000	$321,000	—	31 Dec 2013	13F
Virtu KCG Holdings LLC	13F	Company	0.05%	24,470	$315,000	—	31 Dec 2013	13F
Commonwealth Equity Services, Inc	13F	Company	0.05%	22,297	$287,000	—	31 Dec 2013	13F
Financial Management Professionals, Inc.	13F	Company	0.05%	21,707	$279,000	—	31 Dec 2013	13F
US BANCORP \DE\	13F	Company	0.05%	21,300	$274,000	—	31 Dec 2013	13F
JPMORGAN CHASE & CO	13F	Company	0.05%	21,021	$271,000	—	31 Dec 2013	13F
Nine Chapters Capital Management LLC	13F	Company	0.04%	19,600	$252,000	—	31 Dec 2013	13F
KING LUTHER CAPITAL MANAGEMENT CORP	13F	Company	0.04%	18,500	$238,000	—	31 Dec 2013	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	0.04%	18,235	$235,000	—	31 Dec 2013	13F
Rehmann Capital Advisory Group	13F	Company	0.04%	16,985	$218,000	—	31 Dec 2013	13F
CREDIT SUISSE AG/	13F	Company	0.04%	16,674	$214,000	—	31 Dec 2013	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	0.03%	16,266	$209,000	—	31 Dec 2013	13F
Argentus Capital Management, LLC	13F	Company	0.03%	15,459	$199,000	—	31 Dec 2013	13F
Veritable, L.P.	13F	Company	0.03%	13,800	$177,000	—	31 Dec 2013	13F
GROUP ONE TRADING LLC	13F	Company	0.03%	12,035	$155,000	—	31 Dec 2013	13F
EAGLE GLOBAL ADVISORS LLC	13F	Company	0.03%	12,000	$154,000	—	31 Dec 2013	13F
GSA CAPITAL PARTNERS LLP	13F	Company	0.03%	11,993	$154,000	—	31 Dec 2013	13F
Platte River Capital LLC	13F	Company	0.02%	11,200	$144,000	—	31 Dec 2013	13F
RICE HALL JAMES & ASSOCIATES, LLC	13F	Company	0.02%	11,000	$141,000	—	31 Dec 2013	13F
Texas Yale Capital Corp.	13F	Company	0.02%	10,800	$139,000	—	31 Dec 2013	13F

Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q1 2014

As of 31 Mar 2014, PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) was held by 79 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,966,786 shares. The largest 10 holders included FOUNDATION RESOURCE MANAGEMENT INC, LUCAS CAPITAL MANAGEMENT, BANK OF AMERICA CORP /DE/, McAdams Wright Ragen, Inc., ROYAL BANK OF CANADA, US BANCORP \DE\, Capital Investment Advisors, LLC, Citadel Advisors LLC, TWO SIGMA ADVISERS, LLC, and AMG National Trust Bank. This page lists 79 institutional shareholders reporting positions in this security for the Q1 2014 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q1 2014 vs Q4 2013 Across Filers

Q4 2013 holders

Q1 2014 holders

Holder diff

-3

Investor	Q4 2013 Shares	Q1 2014 Shares	Share Diff	Share Chg %	Q4 2013 Value $	Q1 2014 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* 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.