PBT

Permian Basin Royalty Trust

Latest period2024 - Q4Total superinvestors10

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 10 superinvestors own shares of Permian Basin Royalty Trust (PBT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Permian Basin Royalty Trust (PBT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Permian Basin Royalty Trust (PBT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Permian Basin Royalty Trust (PBT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lauren Sanders@Foundation Resource Management Inc
Recent Activity
Decreased -1.01%
1.23%
$7.341M
662,541 shares@ 11.08 avg price
Stephen C Carluccio@Mad River Investors
Recent Activity
Decreased -10.88%
1.27%
$2.729M
246,293 shares@ 11.09 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$254,575
21,418 shares@ 11.89 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -7.04%
0.01%
$217,736
19,758 shares@ 11.03 avg price
Joanne Burks@Avondale Wealth Management
Recent Activity
Increased 100%
0.14%
$210,520
19,000 shares@ 11.08 avg price
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Decreased -33.51%
0.03%
$136,284
12,300 shares@ 11.08 avg price
Anne Wright@Lummis Asset Management, Lp
Recent Activity
0.03%
$20,387
1,850 shares@ 11.02 avg price
Mark Mowrey@Signature Resources Capital Management, Llc
Recent Activity
New Position
0.02%
$19,836
1,800 shares@ 11.02 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
Increased 48.48%
0.01%
$17,307
1,562 shares@ 11.09 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
New Position
0.01%
$10,072
909 shares@ 11.09 avg price