Public ownership evidence

Permian Basin Royalty Trust (PBT) Ownership Disclosures

Read PBT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Permian Basin Royalty Trust: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
20,865
Value (USD)
$522,460
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PBT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PBT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2820,865$522,460None
Beacon Pointe Advisors, LLC2026-06-302026-08-19213,303$5,341,111None
Corient Private Wealth LP2026-06-302026-08-1820,917$523,740None
SEI INVESTMENTS CO2026-06-302026-08-15211,000$5,283,440None
Resurgent Financial Advisors LLC2026-06-302026-08-1520,000$500,800None
XTX Topco Ltd2026-06-302026-08-1533,346$834,984None
Foundations Investment Advisors, LLC2026-06-302026-08-159,950$249,148None
Caption Management, LLC2026-06-302026-08-1512,663$317,082None
OSAIC HOLDINGS, INC.2026-06-302026-08-1560$1,502None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,152$28,846None
JANE STREET GROUP, LLC2026-06-302026-08-152,525$63,226None
JANE STREET GROUP, LLC2026-06-302026-08-1571,710$1,795,618None
HRT FINANCIAL LP2026-06-302026-08-15276,005$6,911,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1553,900$1,349,656Call
Medallion Wealth Advisors, LLC2026-06-302026-08-15384$9,615None
SoftVest Advisors, LLC2026-06-302026-08-156,217,107$155,676,359None
Family Manage LLC2026-06-302026-08-1542,808$1,071,912None
Financial Sense Advisors, Inc.2026-06-302026-08-1525,051$627,272None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1518,515$463,613None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1526$652None
ROYAL BANK OF CANADA2026-06-302026-08-15350$9,000None
ROYAL BANK OF CANADA2026-06-302026-08-1520,975$525,000None
CITADEL ADVISORS LLC2026-06-302026-08-1528,100$703,624Call
INGALLS & SNYDER LLC2026-06-302026-08-1513,173$330,000None
BRADLEY FOSTER & SARGENT INC/CT2026-06-302026-08-1516,521$413,686None
GROUP ONE TRADING LLC2026-06-302026-08-1521,844$546,974None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1521,058$527,286None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1574,212$1,858,262None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15198,233$4,963,752None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1521,485$537,990None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1542,182$1,056,237None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1522,000$550,880None
Pathstone Holdings, LLC2026-06-302026-08-1462,940$1,576,175None
Tidal Investments LLC2026-06-302026-08-148,441$211,363None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1432,151$805,061None
UBS Group AG2026-06-302026-08-1415,688$392,828None
UBS Group AG2026-06-302026-08-1439,370$985,825None
PEAK6 LLC2026-06-302026-08-14300,400$7,522,016Call
CIBC Bancorp USA Inc.2026-06-302026-08-1410,000$250,400None
CIBC Bancorp USA Inc.2026-06-302026-08-14144$3,606None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-141,262$31,600None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1426,892$673,376None
MORGAN STANLEY2026-06-302026-08-14168,320$4,214,733None
MORGAN STANLEY2026-06-302026-08-141$33None
MORGAN STANLEY2026-06-302026-08-1437,830$947,263None
Smartleaf Asset Management LLC2026-06-302026-08-131,000$24,960None
Corient Private Wealth LP2026-06-302026-08-1320,916$523,740None
Integrated Wealth Concepts LLC2026-06-302026-08-134,557$114,107None
Advisory Services Network, LLC2026-06-302026-08-13249,595$6,249,847None
SIMPLEX TRADING, LLC2026-06-302026-08-132,664$66,706None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗SEI INVESTMENTS CO ↗Resurgent Financial Advisors LLC ↗XTX Topco Ltd ↗Foundations Investment Advisors, LLC ↗Caption Management, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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