PBT / Permian Basin Royalty Trust - Institutionellt ägande - Säljare

Permian Basin Royalty Trust
US ˙ NYSE ˙ US7142361069

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

Uppgraderaför att låsa upp premiumdata.

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-11 13F Promethium Advisors,llc 71 230 −45,97 887 −32,08
2025-07-23 13F BankPlus Trust Department 0 −100,00 0
2025-08-12 13F LPL Financial LLC 235 797 −0,42 2 938 25,23
2025-05-13 13F Skopos Labs, Inc. 0 −100,00 0
2025-07-30 13F Schwartz Investment Counsel Inc 1 449 709 −2,50 18 020 22,79
2025-07-23 13F Kingswood Wealth Advisors, Llc 0 −100,00 0 −100,00
2025-04-14 13F NewSquare Capital LLC 0 −100,00 0
2025-08-12 13F Pathstone Holdings, LLC 62 936 −50,00 784 −37,13
2025-07-25 13F Apollon Wealth Management, LLC 0 −100,00 0
2025-07-14 13F Foundation Resource Management Inc 643 257 −0,71 8 015 24,83
2025-07-17 13F Vermillion Wealth Management, Inc. 0 −100,00 0
2025-08-12 13F BlackRock, Inc. 0 −100,00 0
2025-08-04 13F Spire Wealth Management 0 −100,00 0
2025-07-17 13F Avondale Wealth Management 7 500 −74,14 93 −67,60
2025-08-19 13F State of Wyoming 28 215 −9,31 352 13,96
2025-08-05 13F Simplex Trading, Llc Put 26 200 −81,58 0 −100,00
2025-08-05 13F Simplex Trading, Llc 10 384 −83,69 0
2025-08-05 13F Simplex Trading, Llc Call 3 900 −96,06 0
2025-08-05 13F Access Investment Management LLC 5 178 −19,27 64 −8,57
2025-07-25 13F Ofi Invest Asset Management 0 −100,00 0
2025-08-08 13F Hartland & Co., LLC 0 −100,00 0
2025-08-13 13F Capital Analysts, Inc. 70 323 −8,88 1
2025-08-14 13F Group One Trading, L.p. Call 1 200 −97,49 15 −97,05
2025-08-15 13F Tower Research Capital LLC (TRC) 60 −93,60 1 −100,00
2025-05-01 13F Valued Wealth Advisors LLC 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 2 376 −11,28 30 11,54
2025-07-18 13F PFG Investments, LLC 0 −100,00 0
2025-08-14 13F Lazard Asset Management Llc 9 143 −86,24 0
2025-05-09 13F Atria Wealth Solutions, Inc. 0 −100,00 0
2025-08-12 13F BWM Planning, LLC 103 725 −0,64 1 292 24,95
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-08-14 13F Fmr Llc 0 −100,00 0
2025-08-13 13F Lido Advisors, LLC 117 842 −0,84 1 470 24,60
2025-05-14 13F Brown Brothers Harriman & Co 0 −100,00 0
2025-07-15 13F Fifth Third Bancorp 0 −100,00 0
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-08-06 13F Pekin Hardy Strauss, Inc. 0 −100,00 0
2025-08-14 13F UBS Group AG 54 642 −19,39 681 1,34
2025-08-14 13F Qube Research & Technologies Ltd 0 −100,00 0
2025-08-07 13F Beese Fulmer Investment Management, Inc. 31 917 −3,91 397 20,73
2025-07-17 13F/A Capital Investment Advisors, LLC 18 362 −2,64 228 22,58
2025-08-14 13F Susquehanna International Group, Llp Call 78 700 −21,46 981 −1,21
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18 252 −3,15 227 22,04
2025-08-14 13F Citadel Advisors Llc Put 112 900 −16,18 1 407 5,40
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-05-09 13F GeoWealth Management, LLC 0 −100,00 0
2025-05-28 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 5 514 −7,79 55 −18,18
2025-07-25 13F Welch Group, LLC 17 798 −2,21 221 22,78
2025-08-28 NP RENN Fund, Inc. 6 709 −46,78 84 −33,06
2025-05-15 13F Newbridge Financial Services Group, Inc. 0 −100,00 0
2025-07-31 13F Caitong International Asset Management Co., Ltd 389 −1,02 5 33,33
2025-08-14 13F Sunbelt Securities, Inc. 85 −98,66 1 −100,00
Other Listings
DE:P0BR
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista