How many institutions held PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in Q2 2015?

73 institutional investors reported PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest for Q2 2015. 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

Q2 2015 13F Holders as of 30 Jun 2015

Type / Class: Equity / Units of Beneficial Interest
Shares outstanding: 46,745,165
Total 13F shares: 5,732,817
Share change: -478,654
Total reported value: $46,192,093
Price per share: $8.06
Number of holders: 73
Value change: -$3,863,178
Number of buys: 21
Number of sells: 38

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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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.
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Explore More Reporting Periods

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

Newer quarter: Q3 2015
Previous quarter: Q1 2015

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	2.8%	1,295,536	$10,481,000	—	31 Mar 2015	13F
ROYCE & ASSOCIATES LP	13F	Company	2.6%	1,198,638	$9,697,000	—	31 Mar 2015	13F
Arbiter Partners Capital Management LLC	13F	Company	1.3%	606,583	$4,907,000	—	31 Mar 2015	13F
BANK OF AMERICA CORP /DE/	13F	Company	1%	476,043	$3,851,000	—	31 Mar 2015	13F
LUCAS CAPITAL MANAGEMENT	13F	Company	0.53%	249,985	$2,022,000	—	31 Mar 2015	13F
DEUTSCHE BANK AG\	13F	Company	0.5%	233,653	$1,888,000	—	31 Mar 2015	13F
Capital Investment Advisors, LLC	13F	Company	0.49%	229,729	$1,859,000	—	31 Mar 2015	13F
MORGAN STANLEY	13F	Company	0.32%	151,155	$1,223,000	—	31 Mar 2015	13F
TWO SIGMA ADVISERS, LP	13F	Company	0.29%	133,600	$1,081,000	—	31 Mar 2015	13F
TWO SIGMA INVESTMENTS, LP	13F	Company	0.27%	126,818	$1,026,000	—	31 Mar 2015	13F
AMG National Trust Bank	13F	Company	0.27%	125,400	$1,015,000	—	31 Mar 2015	13F
CITADEL ADVISORS LLC	13F	Company	0.26%	122,649	$992,000	—	31 Mar 2015	13F
Robert W. Baird & Co. Inc	13F	Company	0.24%	110,750	$896,000	—	31 Mar 2015	13F
PROSPECTOR PARTNERS LLC	13F	Company	0.21%	99,000	$801,000	—	31 Mar 2015	13F
HighTower Advisors, LLC	13F	Company	0.03%	14,495	$741,000	—	31 Mar 2015	13F
Mraz, Amerine & Associates, Inc.	13F	Company	0.16%	75,650	$612,000	—	31 Mar 2015	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	0.15%	70,573	$571,000	—	31 Mar 2015	13F
ROYAL BANK OF CANADA	13F	Company	0.12%	54,992	$445,000	—	31 Mar 2015	13F
CITIGROUP INC	13F	Company	0.11%	52,638	$426,000	—	31 Mar 2015	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.11%	52,390	$425,000	—	31 Mar 2015	13F
UBS Group AG	13F	Company	0.11%	51,830	$419,000	—	31 Mar 2015	13F
BARCLAYS PLC	13F	Company	0.11%	52,140	$417,000	—	31 Mar 2015	13F
Prospera Financial Services Inc	13F	Company	0.1%	46,800	$379,000	—	31 Mar 2015	13F
BEESE FULMER INVESTMENT MANAGEMENT, INC.	13F	Company	0.1%	46,370	$375,000	—	31 Mar 2015	13F
STIFEL FINANCIAL CORP	13F	Company	0.09%	40,356	$326,000	—	31 Mar 2015	13F
Fruth Investment Management	13F	Company	0.08%	37,800	$305,000	—	31 Mar 2015	13F
CATAWBA CAPITAL MANAGEMENT /VA	13F	Company	0.08%	35,421	$287,000	—	31 Mar 2015	13F
BLAIR WILLIAM & CO/IL	13F	Company	0.07%	33,000	$266,000	—	31 Mar 2015	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	0.07%	31,724	$257,000	—	31 Mar 2015	13F
Diligent Investors, LLC	13F	Company	0.05%	22,220	$210,000	—	31 Mar 2015	13F
Sterling Capital Management LLC	13F	Company	0.05%	25,063	$203,000	—	31 Mar 2015	13F
US BANCORP \DE\	13F	Company	0.05%	23,700	$191,000	—	31 Mar 2015	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	0.05%	22,797	$184,000	—	31 Mar 2015	13F
JPMORGAN CHASE & CO	13F	Company	0.04%	21,021	$170,000	—	31 Mar 2015	13F
Argentus Capital Management, LLC	13F	Company	0.04%	18,614	$151,000	—	31 Mar 2015	13F
KING LUTHER CAPITAL MANAGEMENT CORP	13F	Company	0.04%	18,500	$150,000	—	31 Mar 2015	13F
Commonwealth Equity Services, Inc	13F	Company	0.04%	18,473	$149,000	—	31 Mar 2015	13F
STEVENS CAPITAL MANAGEMENT LP	13F	Company	0.03%	15,163	$123,000	—	31 Mar 2015	13F
BURNS J W & CO INC/NY	13F	Company	0.03%	14,500	$117,000	—	31 Mar 2015	13F
Gotham Asset Management, LLC	13F	Company	0.03%	14,329	$116,000	—	31 Mar 2015	13F
B. Riley Wealth Management, Inc.	13F	Company	0.03%	14,250	$115,000	—	31 Mar 2015	13F
Sigma Planning Corp	13F	Company	0.03%	13,523	$109,000	—	31 Mar 2015	13F
Edge Wealth Management LLC	13F	Company	0.03%	12,000	$98,000	—	31 Mar 2015	13F
AMERICAN INTERNATIONAL GROUP, INC.	13F	Company	0.02%	11,227	$90,826	—	31 Mar 2015	13F
Texas Yale Capital Corp.	13F	Company	0.02%	10,800	$87,000	—	31 Mar 2015	13F
Creative Planning	13F	Company	0.02%	10,763	$87,000	—	31 Mar 2015	13F
CITY NATIONAL BANK	13F	Company	0.02%	10,000	$81,000	—	31 Mar 2015	13F
PERRITT CAPITAL MANAGEMENT INC	13F	Company	0.02%	10,000	$81,000	—	31 Mar 2015	13F
WHITTIER TRUST CO	13F	Company	0.01%	7,000	$57,000	—	31 Mar 2015	13F
MUFG Securities EMEA plc	13F	Company	0.01%	5,100	$41,000	—	31 Mar 2015	13F

Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q2 2015

As of 30 Jun 2015, PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) was held by 73 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,732,817 shares. The largest 10 holders included FOUNDATION RESOURCE MANAGEMENT INC, ROYCE & ASSOCIATES LLC, Arbiter Partners Capital Management LLC, BANK OF AMERICA CORP /DE/, Capital Investment Advisors, LLC, LUCAS CAPITAL MANAGEMENT, MORGAN STANLEY, Baird Financial Group, Inc., AMG National Trust Bank, and TWO SIGMA ADVISERS, LLC. This page lists 73 institutional shareholders reporting positions in this security for the Q2 2015 filing period.

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

Compare Q2 2015 vs Q1 2015 Across Filers

Q1 2015 holders

Q2 2015 holders

Holder diff

-6

Investor	Q1 2015 Shares	Q2 2015 Shares	Share Diff	Share Chg %	Q1 2015 Value $	Q2 2015 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.