How many institutions held PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in Q1 2017?

69 institutional investors reported PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest for Q1 2017. 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 2017 13F Holders as of 31 Mar 2017

Type / Class: Equity / Units of Beneficial Interest
Shares outstanding: 46,567,095
Total 13F shares: 4,576,684
Share change: -136,716
Total reported value: $42,807,348
Put/Call ratio: 36%
Price per share: $9.35
Number of holders: 69
Value change: -$1,143,090
Number of buys: 28
Number of sells: 27

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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Explore More Reporting Periods

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

Newer quarter: Q2 2017
Previous quarter: Q4 2016

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
FOUNDATION RESOURCE MANAGEMENT INC	13F	Company	2.7%	1,248,535	$9,626,000	—	31 Dec 2016	13F
ROYCE & ASSOCIATES LP	13F	Company	2%	939,178	$7,241,000	—	31 Dec 2016	13F
Horizon Kinetics LLC	13F	Company	0.81%	377,372	$2,910,000	—	31 Dec 2016	13F
LUCAS CAPITAL MANAGEMENT	13F	Company	0.55%	256,774	$1,980,000	—	31 Dec 2016	13F
DEUTSCHE BANK AG\	13F	Company	0.49%	229,389	$1,768,000	—	31 Dec 2016	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	0.47%	216,918	$1,672,000	—	31 Dec 2016	13F
UBS Group AG	13F	Company	0.28%	130,813	$1,009,000	—	31 Dec 2016	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.27%	125,935	$971,000	—	31 Dec 2016	13F
TWO SIGMA ADVISERS, LP	13F	Company	0.22%	103,433	$797,000	—	31 Dec 2016	13F
Mraz, Amerine & Associates, Inc.	13F	Company	0.16%	76,450	$589,000	—	31 Dec 2016	13F
Hawkins Capital L.P.	13F	Company	0.16%	72,400	$558,000	—	31 Dec 2016	13F
MORGAN STANLEY	13F	Company	0.13%	62,313	$480,000	—	31 Dec 2016	13F
STIFEL FINANCIAL CORP	13F	Company	0.13%	60,897	$468,000	—	31 Dec 2016	13F
Capital Investment Advisors, LLC	13F	Company	0.12%	58,183	$449,000	—	31 Dec 2016	13F
CITADEL ADVISORS LLC	13F	Company	0.12%	57,076	$440,000	—	31 Dec 2016	13F
BEESE FULMER INVESTMENT MANAGEMENT, INC.	13F	Company	0.12%	56,720	$437,000	—	31 Dec 2016	13F
TWO SIGMA INVESTMENTS, LP	13F	Company	0.12%	54,054	$417,000	—	31 Dec 2016	13F
Prospera Financial Services Inc	13F	Company	0.09%	40,300	$311,000	—	31 Dec 2016	13F
Virtu KCG Holdings LLC	13F	Company	0.08%	39,496	$305,000	—	31 Dec 2016	13F
AMG National Trust Bank	13F	Company	0.08%	36,814	$284,000	—	31 Dec 2016	13F
FMR LLC	13F	Company	0.08%	35,000	$270,000	—	31 Dec 2016	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.07%	32,864	$253,000	—	31 Dec 2016	13F
Sterling Capital Management LLC	13F	Company	0.06%	28,500	$220,000	—	31 Dec 2016	13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13F	Company	0.06%	27,394	$211,000	—	31 Dec 2016	13F
Michael F. Price	13F	Individual	0.05%	23,841	$184,000	—	31 Dec 2016	13F
BLAIR WILLIAM & CO/IL	13F	Company	0.05%	22,000	$170,000	—	31 Dec 2016	13F
JPMORGAN CHASE & CO	13F	Company	0.04%	20,388	$157,000	—	31 Dec 2016	13F
E. E. Geduld	13F	Individual	0.04%	20,000	$154,000	—	31 Dec 2016	13F
Fruth Investment Management	13F	Company	0.04%	19,900	$153,000	—	31 Dec 2016	13F
Arthur Zaske & Associates, LLC	13F	Company	0.04%	19,285	$149,000	—	31 Dec 2016	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	0.04%	18,881	$146,000	—	31 Dec 2016	13F
CATAWBA CAPITAL MANAGEMENT /VA	13F	Company	0.04%	18,151	$140,000	—	31 Dec 2016	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	0.04%	18,016	$139,000	—	31 Dec 2016	13F
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	13F	Company	0.03%	16,000	$123,000	—	31 Dec 2016	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	0.03%	14,966	$114,000	—	31 Dec 2016	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	0.03%	13,028	$100,000	—	31 Dec 2016	13F
LPL Financial LLC	13F	Company	0.03%	12,406	$100,000	—	31 Dec 2016	13F
Arbiter Partners Capital Management LLC	13F	Company	0.03%	12,834	$99,000	—	31 Dec 2016	13F
BECK MACK & OLIVER LLC	13F	Company	0.03%	12,500	$96,000	—	31 Dec 2016	13F
Sigma Planning Corp	13F	Company	0.03%	12,331	$95,000	—	31 Dec 2016	13F
Aveo Capital Partners, LLC	13F	Company	0.02%	11,426	$88,000	—	31 Dec 2016	13F
Diligent Investors, LLC	13F	Company	0.02%	11,420	$88,000	—	31 Dec 2016	13F
TRUE Private Wealth Advisors	13F	Company	0.02%	10,000	$88,000	—	31 Dec 2016	13F
Advisor Group, Inc.	13F	Company	0.02%	11,395	$87,000	—	31 Dec 2016	13F
ROYAL BANK OF CANADA	13F	Company	0.02%	7,166	$55,000	—	31 Dec 2016	13F
Creative Planning	13F	Company	0.02%	7,016	$54,000	—	31 Dec 2016	13F
GLENMEDE TRUST CO NA	13F	Company	0.01%	5,000	$38,000	—	31 Dec 2016	13F
US BANCORP \DE\	13F	Company	0.01%	4,400	$34,000	—	31 Dec 2016	13F
Carroll Financial Associates, Inc.	13F	Company	0.01%	3,200	$24,000	—	31 Dec 2016	13F
IFP Advisors, Inc	13F	Company	0.01%	3,125	$24,000	—	31 Dec 2016	13F

Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q1 2017

As of 31 Mar 2017, PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) was held by 69 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,576,684 shares. The largest 10 holders included FOUNDATION RESOURCE MANAGEMENT INC, ROYCE & ASSOCIATES LP, Horizon Kinetics LLC, LUCAS CAPITAL MANAGEMENT, BANK OF AMERICA CORP /DE/, UBS Group AG, DEUTSCHE BANK AG\, TWO SIGMA ADVISERS, LP, RENAISSANCE TECHNOLOGIES LLC, and Greenwich Investment Management, Inc.. This page lists 69 institutional shareholders reporting positions in this security for the Q1 2017 filing period.

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

Compare Q1 2017 vs Q4 2016 Across Filers

Q4 2016 holders

Q1 2017 holders

Holder diff

Investor	Q4 2016 Shares	Q1 2017 Shares	Share Diff	Share Chg %	Q4 2016 Value $	Q1 2017 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.