How many institutions held PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in Q4 2014?

86 institutional investors reported PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest for Q4 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

Q4 2014 13F Holders as of 31 Dec 2014

Type / Class: Equity / Units of Beneficial Interest
Shares outstanding: 46,745,165
Total 13F shares: 6,899,702
Share change: +1,424,536
Total reported value: $65,869,018
Put/Call ratio: 124%
Price per share: $9.55
Number of holders: 86
Value change: +$12,906,128
Number of buys: 33
Number of sells: 43

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.

Need full ownership history?
Open the full security ownership history page.

Related Filing Research

Latest 13F filings for newly reported positions.
Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
Latest 10-Q/10-K reports for financial context tied to this issuer.
Recent insider transactions for executive and insider activity.
SEC investors directory and top value investors for manager drilldown.
Back to full security ownership history.

Explore More Reporting Periods

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

Newer quarter: Q1 2015
Previous quarter: Q3 2014

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	2.9%	1,378,420	$18,719,000	—	30 Sep 2014	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.98%	459,342	$6,238,000	—	30 Sep 2014	13F
McAdams Wright Ragen, Inc.	13F	Company	0.78%	365,550	$4,964,000	—	30 Sep 2014	13F
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	13F	Company	0.56%	260,200	$3,534,000	—	30 Sep 2014	13F
ROYAL BANK OF CANADA	13F	Company	0.56%	259,686	$3,526,000	—	30 Sep 2014	13F
Arbiter Partners Capital Management LLC	13F	Company	0.52%	245,268	$3,331,000	—	30 Sep 2014	13F
Capital Investment Advisors, LLC	13F	Company	0.52%	244,710	$3,323,000	—	30 Sep 2014	13F
LUCAS CAPITAL MANAGEMENT	13F	Company	0.51%	236,621	$3,213,000	—	30 Sep 2014	13F
TWO SIGMA ADVISERS, LP	13F	Company	0.39%	182,500	$2,478,000	—	30 Sep 2014	13F
MORGAN STANLEY	13F	Company	0.28%	131,001	$1,779,000	—	30 Sep 2014	13F
TWO SIGMA INVESTMENTS, LP	13F	Company	0.25%	118,083	$1,604,000	—	30 Sep 2014	13F
PROSPECTOR PARTNERS LLC	13F	Company	0.24%	114,000	$1,548,000	—	30 Sep 2014	13F
CITADEL ADVISORS LLC	13F	Company	0.21%	96,423	$1,310,000	—	30 Sep 2014	13F
AMG National Trust Bank	13F	Company	0.19%	87,390	$1,187,000	—	30 Sep 2014	13F
UBS AG	13F	Company	0.19%	87,362	$1,186,000	—	30 Sep 2014	13F
BARCLAYS PLC	13F	Company	0.18%	82,731	$1,076,000	—	30 Sep 2014	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.16%	75,150	$1,021,000	—	30 Sep 2014	13F
Mraz, Amerine & Associates, Inc.	13F	Company	0.14%	65,750	$893,000	—	30 Sep 2014	13F
DEUTSCHE BANK AG\	13F	Company	0.13%	61,241	$831,000	—	30 Sep 2014	13F
CITIGROUP INC	13F	Company	0.11%	53,598	$728,000	—	30 Sep 2014	13F
BEESE FULMER INVESTMENT MANAGEMENT, INC.	13F	Company	0.11%	52,095	$707,000	—	30 Sep 2014	13F
US BANCORP \DE\	13F	Company	0.11%	49,707	$675,000	—	30 Sep 2014	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	0.1%	46,342	$629,000	—	30 Sep 2014	13F
Prospera Financial Services Inc	13F	Company	0.1%	45,000	$611,000	—	30 Sep 2014	13F
CATAWBA CAPITAL MANAGEMENT /VA	13F	Company	0.09%	43,487	$591,000	—	30 Sep 2014	13F
STIFEL FINANCIAL CORP	13F	Company	0.09%	40,275	$547,000	—	30 Sep 2014	13F
SFMG, LLC	13F	Company	0.07%	32,200	$437,000	—	30 Sep 2014	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	0.07%	32,070	$435,000	—	30 Sep 2014	13F
BURNS J W & CO INC/NY	13F	Company	0.06%	27,015	$367,000	—	30 Sep 2014	13F
Rehmann Capital Advisory Group	13F	Company	0.05%	24,931	$339,000	—	30 Sep 2014	13F
Fruth Investment Management	13F	Company	0.05%	24,600	$334,000	—	30 Sep 2014	13F
B. Riley Wealth Management, Inc.	13F	Company	0.05%	24,250	$329,000	—	30 Sep 2014	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	0.05%	23,214	$315,000	—	30 Sep 2014	13F
TFS CAPITAL LLC	13F	Company	0.05%	23,123	$314,000	—	30 Sep 2014	13F
Commonwealth Equity Services, Inc	13F	Company	0.05%	22,757	$309,000	—	30 Sep 2014	13F
Financial Management Professionals, Inc.	13F	Company	0.05%	21,707	$294,000	—	30 Sep 2014	13F
JPMORGAN CHASE & CO	13F	Company	0.04%	21,021	$286,000	—	30 Sep 2014	13F
Gotham Asset Management, LLC	13F	Company	0.04%	20,601	$280,000	—	30 Sep 2014	13F
Sterling Capital Management LLC	13F	Company	0.04%	18,763	$255,000	—	30 Sep 2014	13F
KING LUTHER CAPITAL MANAGEMENT CORP	13F	Company	0.04%	18,500	$251,000	—	30 Sep 2014	13F
Argentus Capital Management, LLC	13F	Company	0.04%	18,453	$251,000	—	30 Sep 2014	13F
BLAIR WILLIAM & CO/IL	13F	Company	0.04%	18,000	$244,000	—	30 Sep 2014	13F
Hillsdale Investment Management Inc.	13F	Company	0.03%	13,800	$187,000	—	30 Sep 2014	13F
Veritable, L.P.	13F	Company	0.03%	13,800	$187,000	—	30 Sep 2014	13F
OPPENHEIMER & CO INC	13F	Company	0.03%	12,200	$166,000	—	30 Sep 2014	13F
EAGLE GLOBAL ADVISORS LLC	13F	Company	0.03%	12,000	$163,000	—	30 Sep 2014	13F
Jaffetilchin Investment Partners, LLC	13F	Company	0.02%	11,452	$156,000	—	30 Sep 2014	13F
PEAK6 Group LLC	13F	Company	0.02%	11,358	$154,000	—	30 Sep 2014	13F
FIRST TRUST ADVISORS LP	13F	Company	0.02%	11,244	$153,000	—	30 Sep 2014	13F
Virtu KCG Holdings LLC	13F	Company	0.02%	11,201	$152,000	—	30 Sep 2014	13F

Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q4 2014

As of 31 Dec 2014, PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) was held by 86 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 6,899,702 shares. The largest 10 holders included FOUNDATION RESOURCE MANAGEMENT INC, ROYCE & ASSOCIATES LLC, Arbiter Partners Capital Management LLC, BANK OF AMERICA CORP /DE/, McGowan Group Asset Management, Inc., DEUTSCHE BANK AG\, TWO SIGMA INVESTMENTS LLC, LUCAS CAPITAL MANAGEMENT, TWO SIGMA ADVISERS, LLC, and Capital Investment Advisors, LLC. This page lists 86 institutional shareholders reporting positions in this security for the Q4 2014 filing period.

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

Compare Q4 2014 vs Q3 2014 Across Filers

Q3 2014 holders

Q4 2014 holders

Holder diff

-2

Investor	Q3 2014 Shares	Q4 2014 Shares	Share Diff	Share Chg %	Q3 2014 Value $	Q4 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.