Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / Units of Beneficial Interest
-
Shares outstanding
-
46.7M
-
Number of holders
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47
-
Total 13F shares, excl. options
-
4.43M
-
Shares change
-
+366K
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Total reported value, excl. options
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$17.6M
-
Value change
-
+$1.5M
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Number of buys
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17
-
Number of sells
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-17
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Price
-
$3.98
Significant Holders of PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) as of Q1 2021
50 filings reported holding PBT - PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest as of Q1 2021.
PERMIAN BASIN ROYALTY TRUST - Units of Beneficial Interest (PBT) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.43M shares
of 46.7M outstanding shares and own 9.47% of the company stock.
Largest 10 shareholders include SoftVest Advisors, LLC (1.89M shares), FOUNDATION RESOURCE MANAGEMENT INC (759K shares), HORIZON KINETICS ASSET MANAGEMENT LLC (338K shares), FMR LLC (333K shares), Capital Analysts, LLC (159K shares), MORGAN STANLEY (124K shares), McGowan Group Asset Management, Inc. (110K shares), CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM (95K shares), CAPTRUST FINANCIAL ADVISORS (91.8K shares), and LPL Financial LLC (63.3K shares).
This table shows the top 47 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.