PBT · Company research
Permian Basin Royalty Trust (PBT): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
15records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| BRADLEY FOSTER & SARGENT INC/CT | 1015086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16521 | 413686 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2109 | 53 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Argent Trust Co | 1625292 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8000 | 200320 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Fortis Group Advisors, LLC | 1815183 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 5008 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Lummis Asset Management, LP | 2011652 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1850 | 46324 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18515 | 463613 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Fruth Investment Management | 1416856 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25400 | 636 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1262 | 31600 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FOUNDATION RESOURCE MANAGEMENT INC | 1179232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 626331 | 15683328 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3493 | 87462 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2792 | 60084 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corporation | 883948 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6524 | 140396000 | — | — | — | May 12, 2026 | SEC_13F_HR |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19809 | 426281 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corporation | 883948 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 6524 | 110778000 | — | — | — | Feb 4, 2026 | SEC_13F_HR |
| Atlantic Union Bankshares Corporation | 883948 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 6524 | 119063000 | — | — | — | Nov 4, 2025 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.