Type / Class
Equity / Units of Beneficial Interest
Shares outstanding
46,745,165
Total 13F shares
3,145,161
Share change
-1,057,400
Total reported value
$8,867,289
Price per share
$2.82
Number of holders
51
Value change
-$4,633,343
Number of buys
16
Number of sells
34

Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q1 2020

As of 31 Mar 2020, PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) was held by 51 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 3,145,161 shares. The largest 10 holders included FOUNDATION RESOURCE MANAGEMENT INC, SoftVest Advisors, LLC, HORIZON KINETICS ASSET MANAGEMENT LLC, FMR LLC, McGowan Group Asset Management, Inc., MORGAN STANLEY, CAPTRUST FINANCIAL ADVISORS, STATE STREET CORP, LPL Financial LLC, and Mraz, Amerine & Associates, Inc.. This page lists 51 institutional shareholders reporting positions in this security for the Q1 2020 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* 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.