How many institutions held PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in Q3 2016?

63 institutional investors reported PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest for Q3 2016. 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

Q3 2016 13F Holders as of 30 Sep 2016

Type / Class: Equity / Units of Beneficial Interest
Shares outstanding: 46,567,095
Total 13F shares: 5,017,286
Share change: -299,848
Total reported value: $34,967,108
Put/Call ratio: 125%
Price per share: $6.97
Number of holders: 63
Value change: -$2,097,892
Number of buys: 22
Number of sells: 20

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.

Next holder-history checks

These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.

Back to full security ownership history for the broader multi-quarter picture.
Latest 13F filings for newly reported positions across managers.
Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
SEC investors directory for manager drilldown.

Explore More Reporting Periods

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

Newer quarter: Q4 2016
Previous quarter: Q2 2016

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	2.7%	1,240,487	$9,093,000	—	30 Jun 2016	13F
ROYCE & ASSOCIATES LP	13F	Company	2.6%	1,207,778	$8,853,000	—	30 Jun 2016	13F
Arbiter Partners Capital Management LLC	13F	Company	1.3%	592,023	$4,340,000	—	30 Jun 2016	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.76%	355,297	$2,605,000	—	30 Jun 2016	13F
Horizon Kinetics LLC	13F	Company	0.69%	320,578	$2,350,000	—	30 Jun 2016	13F
LUCAS CAPITAL MANAGEMENT	13F	Company	0.45%	210,090	$1,540,000	—	30 Jun 2016	13F
UBS Group AG	13F	Company	0.31%	144,318	$1,058,000	—	30 Jun 2016	13F
AMG National Trust Bank	13F	Company	0.26%	120,030	$880,000	—	30 Jun 2016	13F
TWO SIGMA ADVISERS, LP	13F	Company	0.17%	80,833	$593,000	—	30 Jun 2016	13F
CITADEL ADVISORS LLC	13F	Company	0.17%	77,610	$569,000	—	30 Jun 2016	13F
Mraz, Amerine & Associates, Inc.	13F	Company	0.17%	77,150	$566,000	—	30 Jun 2016	13F
DEUTSCHE BANK AG\	13F	Company	0.17%	77,075	$564,000	—	30 Jun 2016	13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	13F	Company	0.16%	75,400	$553,000	—	30 Jun 2016	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	0.16%	75,201	$551,000	—	30 Jun 2016	13F
MORGAN STANLEY	13F	Company	0.15%	69,169	$507,000	—	30 Jun 2016	13F
Capital Investment Advisors, LLC	13F	Company	0.14%	64,245	$471,000	—	30 Jun 2016	13F
BEESE FULMER INVESTMENT MANAGEMENT, INC.	13F	Company	0.11%	51,970	$381,000	—	30 Jun 2016	13F
Prospera Financial Services Inc	13F	Company	0.09%	41,300	$303,000	—	30 Jun 2016	13F
STIFEL FINANCIAL CORP	13F	Company	0.09%	40,918	$301,000	—	30 Jun 2016	13F
Sterling Capital Management LLC	13F	Company	0.08%	38,500	$282,000	—	30 Jun 2016	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.08%	37,383	$275,000	—	30 Jun 2016	13F
BLAIR WILLIAM & CO/IL	13F	Company	0.06%	27,000	$198,000	—	30 Jun 2016	13F
E. E. Geduld	13F	Individual	0.05%	25,000	$183,000	—	30 Jun 2016	13F
Michael F. Price	13F	Individual	0.05%	23,841	$175,000	—	30 Jun 2016	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	0.04%	20,283	$149,000	—	30 Jun 2016	13F
CATAWBA CAPITAL MANAGEMENT /VA	13F	Company	0.04%	20,001	$147,000	—	30 Jun 2016	13F
Fruth Investment Management	13F	Company	0.04%	19,900	$145,000	—	30 Jun 2016	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	0.04%	18,593	$136,000	—	30 Jun 2016	13F
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	13F	Company	0.03%	16,000	$117,000	—	30 Jun 2016	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	0.03%	14,618	$107,000	—	30 Jun 2016	13F
Sigma Planning Corp	13F	Company	0.03%	12,210	$90,000	—	30 Jun 2016	13F
KING LUTHER CAPITAL MANAGEMENT CORP	13F	Company	0.03%	11,700	$86,000	—	30 Jun 2016	13F
Advisor Group, Inc.	13F	Company	0.03%	11,816	$85,000	—	30 Jun 2016	13F
Diligent Investors, LLC	13F	Company	0.02%	11,420	$84,000	—	30 Jun 2016	13F
BECK MACK & OLIVER LLC	13F	Company	0.02%	11,000	$81,000	—	30 Jun 2016	13F
Creative Planning	13F	Company	0.02%	10,878	$80,000	—	30 Jun 2016	13F
FIRST MANHATTAN CO. LLC.	13F	Company	0.02%	10,000	$73,000	—	30 Jun 2016	13F
TRUE Private Wealth Advisors	13F	Company	0.02%	10,000	$73,000	—	30 Jun 2016	13F
ROYAL BANK OF CANADA	13F	Company	0.01%	5,911	$43,000	—	30 Jun 2016	13F
GLENMEDE TRUST CO NA	13F	Company	0.01%	5,000	$36,000	—	30 Jun 2016	13F
Walleye Trading LLC	13F	Company	0.01%	4,300	$32,000	—	30 Jun 2016	13F
Carroll Financial Associates, Inc.	13F	Company	0.01%	3,200	$23,000	—	30 Jun 2016	13F
IFP Advisors, Inc	13F	Company	0.01%	3,125	$23,000	—	30 Jun 2016	13F
AMERICAN NATIONAL BANK & TRUST	13F	Company	0.01%	2,900	$21,000	—	30 Jun 2016	13F
ArchPoint Investors	13F	Company	0.01%	2,539	$19,000	—	30 Jun 2016	13F
US BANCORP \DE\	13F	Company	0.01%	2,400	$18,000	—	30 Jun 2016	13F
Geneos Wealth Management Inc.	13F	Company	0%	2,292	$16,000	—	30 Jun 2016	13F
Cutler Group LLC / CA	13F	Company	0%	2,222	$16,000	—	30 Jun 2016	13F
Bellwether Investment Group, LLC	13F	Company	0%	2,140	$16,000	—	30 Jun 2016	13F
JPMORGAN CHASE & CO	13F	Company	0%	1,549	$11,000	—	30 Jun 2016	13F

Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q3 2016

As of 30 Sep 2016, PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) was held by 63 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,017,286 shares. The largest 10 holders included FOUNDATION RESOURCE MANAGEMENT INC, ROYCE & ASSOCIATES LP, Horizon Kinetics LLC, BANK OF AMERICA CORP /DE/, LUCAS CAPITAL MANAGEMENT, Arbiter Partners Capital Management LLC, UBS Group AG, DEUTSCHE BANK AG\, RENAISSANCE TECHNOLOGIES LLC, and TWO SIGMA ADVISERS, LP. This page lists 63 institutional shareholders reporting positions in this security for the Q3 2016 filing period.

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

Compare Q3 2016 vs Q2 2016 Across Filers

Q2 2016 holders

Q3 2016 holders

Holder diff

Investor	Q2 2016 Shares	Q3 2016 Shares	Share Diff	Share Chg %	Q2 2016 Value $	Q3 2016 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.