PBT
PERMIAN BASIN ROYALTY TRUST
$28.45
-1.15%
$1.3B
No data for this timeframe.
Vol
Market Cap$1.3B
Cap SizeSmall Cap
Inst. Holders26 funds
Inst. Value$176.8M
Inst. Activity5 buys / 1 sells
SEC Reports5
Recent Activity
May 19, 2026
SEC
SoftVest, L.P. has filed a Schedule 13D disclosing a preliminary non-binding term sheet with Blackbeard Holdings, LLC fo
8-K — Impact 8/10
May 18, 2026
SEC
PBT declared a May distribution of $0.020355/unit, down 46% from April's $0.038014 due to a non-recurring $1.125M settle
8-K — Impact 6/10
May 12, 2026
earnings_calendar
PBT Q1 2026 Earnings Scheduled — 2026-05-12
May 8, 2026
SEC
Permian Basin Royalty Trust amended its trust indenture via court order obtained by unitholder SoftVest, L.P., lowering
8-K — Impact 4/10
Inst.
SEI INVESTMENTS CO — DOUBLED
422,000 shares ($9.1M)
Inst.
MORGAN STANLEY — ADD
300,904 shares ($6.5M)
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT | $137.3M | ADD |
| SEI INVESTMENTS CO | $9.1M | DOUBLED |
| MORGAN STANLEY | $6.5M | ADD |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | ADD |
| WELLS FARGO & COMPANY/MN | $5.0M | DOUBLED |
26 institutional holders with $176.8M total value (8,387,928 shares) as of 2026-Q1. Top holders: HORIZON, SEI, MORGAN. Net buying activity: 5 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | 6,379,692 | $137.3M | 77.6% | ADD +41.3% |
| 2 | SEI INVESTMENTS CO | 422,000 | $9.1M | 5.1% | DOUBLED +116.0% |
| 3 | MORGAN STANLEY | 300,904 | $6.5M | 3.7% | ADD +33.9% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 268,985 | $5.8M | 3.3% | ADD +87.0% |
| 5 | WELLS FARGO & COMPANY/MN | 230,722 | $5.0M | 2.8% | DOUBLED +211.0% |
| 6 | Beacon Pointe Advisors, LLC | 157,833 | $3.4M | 1.9% | DOUBLED +249.8% |
| 7 | Lido Advisors, LLC | 122,037 | $2.6M | 1.5% | DOUBLED +113.4% |
| 8 | RAYMOND JAMES FINANCIAL INC | 84,184 | $1.8M | 1.0% | DOUBLED +145.1% |
| 9 | HighTower Advisors, LLC | 71,588 | $1.5M | 0.9% | — |
| 10 | BANK OF AMERICA CORP /DE/ | 51,387 | $1.1M | 0.6% | ADD +91.4% |
| 11 | CAPTRUST FINANCIAL ADVISORS | 26,892 | $578.7K | 0.3% | — |
| 12 | AMERIPRISE FINANCIAL INC | 19,835 | $426.8K | 0.2% | — |
| 13 | CITADEL ADVISORS LLC | 18,800 | $404.6K | 0.2% | ADD +74.1% |
| 14 | Waverly Advisors, LLC | 12,666 | $272.6K | 0.2% | — |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,464 | $245.6K | 0.1% | TRIM -46.6% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,600 | $206.6K | 0.1% | — |
| 17 | Russell Investments Group, Ltd. | 8,039 | $173.0K | 0.1% | ADD +28.3% |
| 18 | ROYAL BANK OF CANADA | 7,525 | $162.0K | 0.1% | TRIM -36.2% |
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | 5,912 | $127.2K | 0.1% | — |
| 20 | GROUP ONE TRADING LLC | 4,676 | $100.6K | 0.1% | NEAR_EXIT -97.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| SEI INVESTMENTS CO | DOUBLED | 195,400 | 422,000 | +116.0% | $9.1M | 2026-Q1 |
| MORGAN STANLEY | ADD | 224,661 | 300,904 | +33.9% | $6.5M | 2026-Q1 |
| Beacon Pointe Advisors, LLC | DOUBLED | 45,123 | 157,833 | +249.8% | $3.4M | 2026-Q1 |
| GROUP ONE TRADING LLC | NEAR_EXIT | 165,170 | 4,676 | -97.2% | $100.6K | 2026-Q1 |
| ASSETMARK, INC | ADD | 142 | 200 | +40.8% | $4.3K | 2026-Q1 |
| HRT FINANCIAL LP | ADD | 86,939 | 170,826 | +96.5% | $3.7K | 2026-Q1 |
| MORGAN STANLEY | ADD | 145,934 | 224,661 | +53.9% | $3.8M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 30,863 | 59,064 | +91.4% | $1.0M | 2025-Q4 |
| HRT FINANCIAL LP | DOUBLED | 13,568 | 86,939 | +540.8% | $1.5K | 2025-Q4 |
| CITADEL ADVISORS LLC | ADD | 142,059 | 247,385 | +74.1% | $4.5M | 2025-Q3 |
| UBS Group AG | DOUBLED | 54,642 | 147,578 | +170.1% | $2.7M | 2025-Q3 |
| MORGAN STANLEY | TRIM | 293,492 | 145,934 | -50.3% | $2.7M | 2025-Q3 |
| Beacon Pointe Advisors, LLC | TRIM | 138,593 | 45,123 | -67.4% | $823.9K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 13,037 | 30,863 | +136.7% | $563.2K | 2025-Q3 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | ADD | 4,134,327 | 5,839,825 | +41.3% | $72.8M | 2025-Q2 |
| RAYMOND JAMES FINANCIAL INC | DOUBLED | 26,302 | 64,466 | +145.1% | $803.2K | 2025-Q2 |
| LAZARD ASSET MANAGEMENT LLC | NEAR_EXIT | 66,438 | 9,143 | -86.2% | $113.00 | 2025-Q2 |
| RAYMOND JAMES FINANCIAL INC | TRIM | 56,180 | 26,302 | -53.2% | $260.7K | 2025-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 21,418 | 11,442 | -46.6% | $113.2K | 2025-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 21,117 | 10,268 | -51.4% | $101.8K | 2025-Q1 |
| ROYAL BANK OF CANADA | TRIM | 8,425 | 5,375 | -36.2% | $53.0K | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 75,090 | 233,493 | +211.0% | $2.6M | 2024-Q4 |
| MORGAN STANLEY | DOUBLED | 28,673 | 145,944 | +409.0% | $1.6M | 2024-Q4 |
| Beacon Pointe Advisors, LLC | ADD | 97,757 | 138,924 | +42.1% | $1.5M | 2024-Q4 |
| Lido Advisors, LLC | DOUBLED | 53,716 | 114,642 | +113.4% | $1.3M | 2024-Q4 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 2 mixed, 2 neutral. Avg impact: 5.2/10.
BULLISH
8-K
8/10
SoftVest, L.P. has filed a Schedule 13D disclosing a preliminary non-binding term sheet with Blackbe
May 19, 2026
MIXED
8-K
6/10
PBT declared a May distribution of $0.020355/unit, down 46% from April's $0.038014 due to a non-recu
May 18, 2026
NEUTRAL
8-K
4/10
Permian Basin Royalty Trust amended its trust indenture via court order obtained by unitholder SoftV
May 8, 2026
NEUTRAL
8-K
2/10
Permian Basin Royalty Trust filed an 8-K on May 6, 2026, announcing a one-hour time change for a May
May 6, 2026
MIXED
8-K
6/10
Permian Basin Royalty Trust declared a $0.038014 per unit cash distribution for April 2026, up from
Apr 21, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q 2015-09-30 |
$0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY 2015-12-31 |
$0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 12, 2026
earnings_calendar
PBT Q1 2026 Earnings Scheduled — 2026-05-12
Mar 27, 2026
short_interest
FTD: PBT — 47,894 shares ($1.1M) failed to deliver
Settlement: 20260327, Price: $21.99, FTD Value: $1,053,189.06, PERMIAN BASIN RTY TR UNIT BEN
Mar 12, 2026
earnings_calendar
PBT Q4 2025 Earnings Scheduled — 2026-03-12