How many institutions held PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in Q2 2018?

56 institutional investors reported PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest for Q2 2018. 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 2018 13F Holders as of 30 Jun 2018

Type / Class: Equity / Units of Beneficial Interest
Shares outstanding: 46,745,165
Total 13F shares: 5,178,025
Share change: +473,524
Total reported value: $48,325,318
Put/Call ratio: 71%
Price per share: $9.33
Number of holders: 56
Value change: +$4,381,873
Number of buys: 16
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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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.
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Explore More Reporting Periods

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

Newer quarter: Q3 2018
Previous quarter: Q1 2018

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	2.4%	1,120,748	$10,815,000	—	31 Mar 2018	13F
ROYCE & ASSOCIATES LP	13F	Company	2%	916,206	$8,841,000	—	31 Mar 2018	13F
Horizon Kinetics LLC	13F	Company	1%	490,702	$4,735,000	—	31 Mar 2018	13F
FMR LLC	13F	Company	0.56%	262,581	$2,534,000	—	31 Mar 2018	13F
DEUTSCHE BANK AG\	13F	Company	0.44%	204,301	$1,971,000	—	31 Mar 2018	13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	13F	Company	0.41%	192,152	$1,854,000	—	31 Mar 2018	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	0.39%	180,028	$1,737,000	—	31 Mar 2018	13F
MORGAN STANLEY	13F	Company	0.34%	156,673	$1,512,000	—	31 Mar 2018	13F
SeaCrest Wealth Management, LLC	13F	Company	0.3%	140,117	$1,352,000	—	31 Mar 2018	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.26%	120,711	$1,165,000	—	31 Mar 2018	13F
McGowan Group Asset Management, Inc.	13F	Company	0.19%	86,649	$836,000	—	31 Mar 2018	13F
Mraz, Amerine & Associates, Inc.	13F	Company	0.16%	73,650	$711,000	—	31 Mar 2018	13F
BEESE FULMER INVESTMENT MANAGEMENT, INC.	13F	Company	0.13%	59,400	$573,000	—	31 Mar 2018	13F
TWO SIGMA ADVISERS, LP	13F	Company	0.13%	58,533	$565,000	—	31 Mar 2018	13F
Price Wealth, LLC	13F	Company	0.12%	56,820	$548,000	—	31 Mar 2018	13F
STIFEL FINANCIAL CORP	13F	Company	0.11%	53,066	$514,000	—	31 Mar 2018	13F
Capital Investment Advisors, LLC	13F	Company	0.09%	43,845	$423,000	—	31 Mar 2018	13F
Advisor Group, Inc.	13F	Company	0.07%	31,983	$309,000	—	31 Mar 2018	13F
Prospera Financial Services Inc	13F	Company	0.07%	31,200	$301,000	—	31 Mar 2018	13F
Kovack Advisors, Inc.	13F	Company	0.06%	30,000	$290,000	—	31 Mar 2018	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	0.06%	29,487	$285,000	—	31 Mar 2018	13F
STATE STREET CORP	13F	Company	0.06%	27,527	$266,000	—	31 Mar 2018	13F
TWO SIGMA INVESTMENTS, LP	13F	Company	0.05%	24,779	$239,000	—	31 Mar 2018	13F
Michael F. Price	13F	Individual	0.05%	23,841	$230,000	—	31 Mar 2018	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	0.05%	21,194	$205,000	—	31 Mar 2018	13F
Fruth Investment Management	13F	Company	0.04%	19,900	$192,000	—	31 Mar 2018	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	0.04%	18,395	$178,000	—	31 Mar 2018	13F
UBS Group AG	13F	Company	0.04%	18,307	$177,000	—	31 Mar 2018	13F
CATAWBA CAPITAL MANAGEMENT /VA	13F	Company	0.04%	17,501	$169,000	—	31 Mar 2018	13F
BLAIR WILLIAM & CO/IL	13F	Company	0.04%	17,500	$169,000	—	31 Mar 2018	13F
CITADEL ADVISORS LLC	13F	Company	0.03%	15,773	$152,000	—	31 Mar 2018	13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13F	Company	0.03%	15,742	$152,000	—	31 Mar 2018	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.03%	15,130	$146,000	—	31 Mar 2018	13F
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	13F	Company	0.03%	14,900	$144,000	—	31 Mar 2018	13F
BECK MACK & OLIVER LLC	13F	Company	0.03%	12,900	$124,000	—	31 Mar 2018	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	0.03%	12,386	$120,000	—	31 Mar 2018	13F
Sigma Planning Corp	13F	Company	0.03%	12,201	$118,000	—	31 Mar 2018	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	0.02%	11,357	$110,000	—	31 Mar 2018	13F
WOLVERINE TRADING, LLC	13F	Company	0.02%	10,573	$102,000	—	31 Mar 2018	13F
Diligent Investors, LLC	13F	Company	0.02%	10,200	$98,000	—	31 Mar 2018	13F
Sandy Spring Bank	13F	Company	0.01%	6,524	$63,000	—	31 Mar 2018	13F
ROYAL BANK OF CANADA	13F	Company	0.01%	4,656	$45,000	—	31 Mar 2018	13F
GLENMEDE TRUST CO NA	13F	Company	0.01%	5,000	$44,000	—	31 Mar 2018	13F
Carroll Financial Associates, Inc.	13F	Company	0.01%	3,200	$30,000	—	31 Mar 2018	13F
IFP Advisors, Inc	13F	Company	0.01%	2,950	$26,000	—	31 Mar 2018	13F
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	13F	Company	0.01%	2,446	$24,000	—	31 Mar 2018	13F
RBC Europe Ltd	13F	Company	0%	2,230	$21,520	—	31 Mar 2018	13F
Advisory Services Network, LLC	13F	Company	0%	2,221	$21,000	—	31 Mar 2018	13F
US BANCORP \DE\	13F	Company	0%	2,000	$19,000	—	31 Mar 2018	13F
Rehmann Capital Advisory Group	13F	Company	0%	1,827	$18,000	—	31 Mar 2018	13F

Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q2 2018

As of 30 Jun 2018, PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) was held by 56 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,178,025 shares. The largest 10 holders included FOUNDATION RESOURCE MANAGEMENT INC, ROYCE & ASSOCIATES LP, Horizon Kinetics LLC, DEUTSCHE BANK AG\, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, FMR LLC, RENAISSANCE TECHNOLOGIES LLC, Baird Financial Group, Inc., McGowan Group Asset Management, Inc., and SeaCrest Wealth Management, LLC. This page lists 56 institutional shareholders reporting positions in this security for the Q2 2018 filing period.

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

Compare Q2 2018 vs Q1 2018 Across Filers

Q1 2018 holders

Q2 2018 holders

Holder diff

-7

Investor	Q1 2018 Shares	Q2 2018 Shares	Share Diff	Share Chg %	Q1 2018 Value $	Q2 2018 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.