Waverly Advisors, LLC - PERMIAN BASIN RTY TR ownership

PERMIAN BASIN RTY TR's ticker is PBT and the CUSIP is 714236106. A total of 90 filers reported holding PERMIAN BASIN RTY TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.5%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of PERMIAN BASIN RTY TR
ValueSharesWeighting
Q3 2023$273,048
+11.0%
12,867
+30.4%
0.01%
+9.1%
Q2 2023$246,0669,8660.01%
Other shareholders
PERMIAN BASIN RTY TR shareholders Q3 2023
NameSharesValueWeighting ↓
SoftVest Advisors, LLC 2,228,369$12,769,0005.70%
FOUNDATION RESOURCE MANAGEMENT INC 738,620$4,232,0000.96%
Essex Financial Services, Inc. 264,379$1,515,0000.17%
McGowan Group Asset Management, Inc. 98,705$566,0000.10%
Capital Analysts, LLC 156,773$898,0000.06%
Fruth Investment Management 25,400$145,0000.04%
HORIZON KINETICS ASSET MANAGEMENT LLC 327,082$1,874,0000.04%
BEESE FULMER INVESTMENT MANAGEMENT, INC. 40,872$234,0000.03%
Kovack Advisors, Inc. 25,750$148,0000.02%
Virtu Financial LLC 27,321$157,0000.01%
View complete list of PERMIAN BASIN RTY TR shareholders