How many institutions held PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in Q4 2015?

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

Q4 2015 13F Holders as of 31 Dec 2015

Type / Class: Equity / Units of Beneficial Interest
Shares outstanding: 46,567,095
Total 13F shares: 5,254,976
Share change: -394,953
Total reported value: $26,588,398
Price per share: $5.06
Number of holders: 60
Value change: -$2,165,990
Number of buys: 20
Number of sells: 31

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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Newer quarter: Q1 2016
Previous quarter: Q3 2015

Recent filing periods for CUSIP 714236106:

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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
ROYCE & ASSOCIATES LP	13F	Company	2.8%	1,292,778	$7,899,000	—	30 Sep 2015	13F
FOUNDATION RESOURCE MANAGEMENT INC	13F	Company	2.7%	1,259,994	$7,699,000	—	30 Sep 2015	13F
Arbiter Partners Capital Management LLC	13F	Company	2.1%	965,889	$5,902,000	—	30 Sep 2015	13F
BANK OF AMERICA CORP /DE/	13F	Company	1.1%	511,593	$3,125,000	—	30 Sep 2015	13F
Capital Investment Advisors, LLC	13F	Company	0.4%	185,069	$1,131,000	—	30 Sep 2015	13F
LUCAS CAPITAL MANAGEMENT	13F	Company	0.39%	183,715	$1,122,000	—	30 Sep 2015	13F
Baird Financial Group, Inc.	13F	Company	0.29%	134,000	$819,000	—	30 Sep 2015	13F
AMG National Trust Bank	13F	Company	0.25%	114,384	$699,000	—	30 Sep 2015	13F
MORGAN STANLEY	13F	Company	0.24%	112,224	$686,000	—	30 Sep 2015	13F
CITADEL ADVISORS LLC	13F	Company	0.2%	91,239	$557,000	—	30 Sep 2015	13F
TWO SIGMA ADVISERS, LP	13F	Company	0.19%	86,500	$529,000	—	30 Sep 2015	13F
Mraz, Amerine & Associates, Inc.	13F	Company	0.17%	77,650	$474,000	—	30 Sep 2015	13F
UBS Group AG	13F	Company	0.13%	62,387	$381,000	—	30 Sep 2015	13F
CITIGROUP INC	13F	Company	0.11%	52,500	$321,000	—	30 Sep 2015	13F
Prospera Financial Services Inc	13F	Company	0.11%	50,800	$310,000	—	30 Sep 2015	13F
BEESE FULMER INVESTMENT MANAGEMENT, INC.	13F	Company	0.1%	46,970	$287,000	—	30 Sep 2015	13F
BLAIR WILLIAM & CO/IL	13F	Company	0.09%	43,500	$265,000	—	30 Sep 2015	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.08%	39,082	$239,000	—	30 Sep 2015	13F
STIFEL FINANCIAL CORP	13F	Company	0.08%	35,952	$220,000	—	30 Sep 2015	13F
CATAWBA CAPITAL MANAGEMENT /VA	13F	Company	0.07%	34,166	$209,000	—	30 Sep 2015	13F
ROYAL BANK OF CANADA	13F	Company	0.07%	33,724	$206,000	—	30 Sep 2015	13F
US BANCORP \DE\	13F	Company	0.05%	23,200	$142,000	—	30 Sep 2015	13F
Diligent Investors, LLC	13F	Company	0.04%	20,320	$139,000	—	30 Sep 2015	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	0.05%	21,064	$129,000	—	30 Sep 2015	13F
Fruth Investment Management	13F	Company	0.04%	19,900	$121,000	—	30 Sep 2015	13F
KING LUTHER CAPITAL MANAGEMENT CORP	13F	Company	0.04%	18,500	$113,000	—	30 Sep 2015	13F
BARCLAYS PLC	13F	Company	0.04%	18,654	$112,000	—	30 Sep 2015	13F
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	13F	Company	0.03%	16,000	$98,000	—	30 Sep 2015	13F
Commonwealth Equity Services, Inc	13F	Company	0.03%	15,677	$96,000	—	30 Sep 2015	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	0.03%	14,924	$91,000	—	30 Sep 2015	13F
Sigma Planning Corp	13F	Company	0.03%	12,782	$78,000	—	30 Sep 2015	13F
Argentus Capital Management, LLC	13F	Company	0.03%	12,400	$76,000	—	30 Sep 2015	13F
AMERICAN INTERNATIONAL GROUP, INC.	13F	Company	0.03%	11,710	$71,000	—	30 Sep 2015	13F
JPMORGAN CHASE & CO	13F	Company	0.02%	11,021	$67,000	—	30 Sep 2015	13F
Creative Planning	13F	Company	0.02%	10,643	$65,000	—	30 Sep 2015	13F
Rotella Capital Management, Inc.	13F	Company	0.02%	10,441	$64,000	—	30 Sep 2015	13F
PERRITT CAPITAL MANAGEMENT INC	13F	Company	0.02%	10,000	$61,000	—	30 Sep 2015	13F
GLENMEDE TRUST CO NA	13F	Company	0.01%	5,000	$30,000	—	30 Sep 2015	13F
Commonwealth Financial Services, LLC	13F	Company	0.01%	4,289	$26,000	—	30 Sep 2015	13F
Pinnacle Summer Investments, Inc.	13F	Company	0.01%	3,277	$21,000	—	30 Sep 2015	13F
AMERICAN NATIONAL BANK & TRUST	13F	Company	0.01%	2,900	$18,000	—	30 Sep 2015	13F
GROUP ONE TRADING LLC	13F	Company	0.01%	2,694	$16,000	—	30 Sep 2015	13F
Estabrook Capital Management	13F	Company	0%	2,000	$12,220	—	30 Sep 2015	13F
BANK OF MONTREAL /CAN/	13F	Company	0%	1,472	$9,000	—	30 Sep 2015	13F
MARK SHEPTOFF FINANCIAL PLANNING, LLC	13F	Company	0%	1,417	$9,000	—	30 Sep 2015	13F
Brookstone Capital Management	13F	Company	0%	1,110	$7,000	—	30 Sep 2015	13F
Integrated Wealth Management	13F	Company	0%	1,100	$7,000	—	30 Sep 2015	13F
NEXT Financial Group, Inc	13F	Company	0%	1,075	$6,000	—	30 Sep 2015	13F
PRENTISS SMITH & CO INC	13F	Company	0%	880	$5,000	—	30 Sep 2015	13F
FIRST INTERSTATE BANK	13F	Company	0%	800	$5,000	—	30 Sep 2015	13F

Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q4 2015

As of 31 Dec 2015, PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) was held by 60 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,254,976 shares. The largest 10 holders included ROYCE & ASSOCIATES LLC, FOUNDATION RESOURCE MANAGEMENT INC, Arbiter Partners Capital Management LLC, BANK OF AMERICA CORP /DE/, LUCAS CAPITAL MANAGEMENT, AMG National Trust Bank, Capital Investment Advisors, LLC, CITADEL ADVISORS LLC, TWO SIGMA ADVISERS, LLC, and Mraz, Amerine & Associates, Inc.. This page lists 60 institutional shareholders reporting positions in this security for the Q4 2015 filing period.

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

Compare Q4 2015 vs Q3 2015 Across Filers

Q3 2015 holders

Q4 2015 holders

Holder diff

Investor	Q3 2015 Shares	Q4 2015 Shares	Share Diff	Share Chg %	Q3 2015 Value $	Q4 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.