How many institutions held PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest in Q4 2020?

44 institutional investors reported PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest for Q4 2020. 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 2020 13F Holders as of 31 Dec 2020

Type / Class: Equity / Units of Beneficial Interest
Shares outstanding: 46,745,165
Total 13F shares: 4,053,436
Share change: +1,146,212
Total reported value: $13,427,381
Price per share: $3.31
Number of holders: 44
Value change: +$3,849,474
Number of buys: 13
Number of sells: 22

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: Q1 2021
Previous quarter: Q3 2020

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	1.7%	798,881	$1,981,000	—	30 Sep 2020	13F
SoftVest Advisors, LLC	13F	Company	1.1%	500,000	$1,240,000	—	30 Sep 2020	13F
HORIZON KINETICS ASSET MANAGEMENT LLC	13F	Company	0.81%	379,229	$940,000	—	30 Sep 2020	13F
FMR LLC	13F	Company	0.71%	332,775	$825,000	—	30 Sep 2020	13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	13F	Company	0.23%	109,199	$271,000	—	30 Sep 2020	13F
McGowan Group Asset Management, Inc.	13F	Company	0.23%	109,045	$270,000	—	30 Sep 2020	13F
CAPTRUST FINANCIAL ADVISORS	13F	Company	0.2%	91,776	$228,000	—	30 Sep 2020	13F
LPL Financial LLC	13F	Company	0.14%	67,758	$168,000	—	30 Sep 2020	13F
STATE STREET CORP	13F	Company	0.14%	66,425	$166,000	—	30 Sep 2020	13F
MORGAN STANLEY	13F	Company	0.13%	61,786	$153,000	—	30 Sep 2020	13F
Western Wealth Management, LLC	13F	Company	0.13%	61,450	$152,000	—	30 Sep 2020	13F
Price Wealth, LLC	13F	Company	0.12%	56,820	$141,000	—	30 Sep 2020	13F
BEESE FULMER INVESTMENT MANAGEMENT, INC.	13F	Company	0.09%	43,772	$109,000	—	30 Sep 2020	13F
Capital Investment Advisors, LLC	13F	Company	0.07%	31,452	$78,000	—	30 Sep 2020	13F
Integrated Advisors Network LLC	13F	Company	0.05%	25,000	$62,000	—	30 Sep 2020	13F
Kovack Advisors, Inc.	13F	Company	0.05%	24,250	$60,000	—	30 Sep 2020	13F
Fruth Investment Management	13F	Company	0.05%	23,900	$59,000	—	30 Sep 2020	13F
OSAIC HOLDINGS, INC.	13F	Company	0.04%	20,474	$51,000	—	30 Sep 2020	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	0.04%	19,838	$49,000	—	30 Sep 2020	13F
CITADEL ADVISORS LLC	13F	Company	0.03%	14,506	$36,000	—	30 Sep 2020	13F
Creative Planning	13F	Company	0.03%	13,961	$35,000	—	30 Sep 2020	13F
Michael F. Price	13F	Individual	0.03%	13,841	$34,000	—	30 Sep 2020	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	0.03%	13,171	$33,000	—	30 Sep 2020	13F
Virtu Financial LLC	13F	Company	0.03%	12,906	$32,000	—	30 Sep 2020	13F
UBS Group AG	13F	Company	0.03%	12,082	$30,000	—	30 Sep 2020	13F
GSA CAPITAL PARTNERS LLP	13F	Company	0.03%	11,739	$29,000	—	30 Sep 2020	13F
Sandy Spring Bank	13F	Company	0.01%	6,524	$16,000	—	30 Sep 2020	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.01%	5,575	$14,000	—	30 Sep 2020	13F
CULLEN/FROST BANKERS, INC.	13F	Company	0.01%	5,470	$14,000	—	30 Sep 2020	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.01%	4,960	$12,000	—	30 Sep 2020	13F
Tower Research Capital LLC (TRC)	13F	Company	0.01%	4,260	$11,000	—	30 Sep 2020	13F
Carroll Financial Associates, Inc.	13F	Company	0.01%	3,607	$8,000	—	30 Sep 2020	13F
ROYAL BANK OF CANADA	13F	Company	0.01%	3,256	$8,000	—	30 Sep 2020	13F
Golden State Wealth Management, LLC	13F	Company	0.01%	2,446	$6,000	—	30 Sep 2020	13F
RBC Europe Ltd	13F	Company	0%	2,230	$5,530	—	30 Sep 2020	13F
OPTIMUM INVESTMENT ADVISORS	13F	Company	0%	2,000	$5,000	—	30 Sep 2020	13F
NEXT Financial Group, Inc	13F	Company	0%	1,650	$4,000	—	30 Sep 2020	13F
BANK OF MONTREAL /CAN/	13F	Company	0%	1,472	$4,000	—	30 Sep 2020	13F
WEST BANCORPORATION INC	13F	Company	0%	1,100	$3,000	—	30 Sep 2020	13F
Capital Analysts, LLC	13F	Company	0%	1,070	$3,000	—	30 Sep 2020	13F
Advisory Services Network, LLC	13F	Company	0%	500	$1,000	—	30 Sep 2020	13F
Horan Capital Advisors, LLC.	13F	Company	0%	375	$1,000	—	30 Sep 2020	13F
Patriot Financial Group Insurance Agency, LLC	13F	Company	0%	373	$1,000	—	30 Sep 2020	13F
US BANCORP \DE\	13F	Company	0%	300	$1,000	—	30 Sep 2020	13F

Institutional Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q4 2020

As of 31 Dec 2020, PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) was held by 44 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,053,436 shares. The largest 10 holders included SoftVest Advisors, LLC, FOUNDATION RESOURCE MANAGEMENT INC, HORIZON KINETICS ASSET MANAGEMENT LLC, FMR LLC, McGowan Group Asset Management, Inc., CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM, CAPTRUST FINANCIAL ADVISORS, LPL Financial LLC, STATE STREET CORP, and PATHSTONE FAMILY OFFICE, LLC. This page lists 44 institutional shareholders reporting positions in this security for the Q4 2020 filing period.

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

Compare Q4 2020 vs Q3 2020 Across Filers

Q3 2020 holders

Q4 2020 holders

Holder diff

Investor	Q3 2020 Shares	Q4 2020 Shares	Share Diff	Share Chg %	Q3 2020 Value $	Q4 2020 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.