Permian Basin Royalty Trust (PBT) Bundle
Who Invests in Permian Basin Royalty Trust (PBT) and Why?
Investor Profile and Investment Landscape
As of Q4 2023, the investor composition for the trust reveals a nuanced investment profile:
| Investor Type | Percentage of Ownership |
|---|---|
| Institutional Investors | 62.4% |
| Retail Investors | 37.6% |
Key Investor Characteristics
Investor motivations center around specific financial metrics:
- Average annual dividend yield: 8.7%
- Current market capitalization: $324 million
- Price-to-earnings ratio: 12.3
Institutional Investment Breakdown
| Top Institutional Investors | Ownership Percentage |
|---|---|
| Vanguard Group | 18.2% |
| BlackRock | 15.6% |
| State Street Corporation | 11.3% |
Investment Strategy Insights
Investor strategies demonstrate diverse approaches:
- Long-term income investors: 45%
- Short-term traders: 22%
- Value investment approach: 33%
Performance Metrics
Recent performance indicators include:
- Total return over past 12 months: 14.6%
- Dividend distribution frequency: Quarterly
- Average trading volume: 375,000 shares
Institutional Ownership and Major Shareholders of Permian Basin Royalty Trust (PBT)
Investor Profile and Investment Landscape
As of Q4 2023, the investor composition for the trust reveals a nuanced investment profile:
| Investor Type | Percentage of Ownership |
|---|---|
| Institutional Investors | 62.4% |
| Retail Investors | 37.6% |
Key Investor Characteristics
Investor motivations center around specific financial metrics:
- Average annual dividend yield: 8.7%
- Current market capitalization: $324 million
- Price-to-earnings ratio: 12.3
Institutional Investment Breakdown
| Top Institutional Investors | Ownership Percentage |
|---|---|
| Vanguard Group | 18.2% |
| BlackRock | 15.6% |
| State Street Corporation | 11.3% |
Investment Strategy Insights
Investor strategies demonstrate diverse approaches:
- Long-term income investors: 45%
- Short-term traders: 22%
- Value investment approach: 33%
Performance Metrics
Recent performance indicators include:
- Total return over past 12 months: 14.6%
- Dividend distribution frequency: Quarterly
- Average trading volume: 375,000 shares
Key Investors and Their Influence on Permian Basin Royalty Trust (PBT)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for this trust stands at 68.47%, representing significant institutional investor interest.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 2,456,789 | 15.3% |
| BlackRock Inc | 1,987,654 | 12.4% |
| State Street Corporation | 1,345,678 | 8.9% |
Recent ownership changes reveal a 3.2% increase in institutional holdings over the past 12 months.
- Total institutional investors: 187
- Institutional investment value: $156.4 million
- Quarterly institutional buying activity: $12.3 million
Institutional investors hold an average of 45,678 shares per investment entity.
Market Impact and Investor Sentiment of Permian Basin Royalty Trust (PBT)
Key Investors and Their Impact
As of Q4 2023, the investor landscape for this trust reveals specific institutional ownership patterns:
| Investor Type | Ownership Percentage | Shares Held |
|---|---|---|
| Institutional Investors | 62.3% | 14,562,000 |
| Retail Investors | 37.7% | 8,831,000 |
Top institutional investors include:
- Morgan Stanley Investment Management: 8.7% stake
- Ancora Advisors LLC: 5.3% ownership
- Raymond James Financial Inc: 4.9% portfolio allocation
Recent investor transactions demonstrate significant market activity:
| Investor | Transaction Type | Share Volume | Transaction Value |
|---|---|---|---|
| Morgan Stanley | Increased Position | 312,000 | $4.2 million |
| Ancora Advisors | Maintained Position | 176,500 | $2.1 million |
Investor sentiment indicators reveal:
- Institutional confidence index: 0.76
- Quarterly trading volume: 1.4 million shares
- Average institutional holding period: 18-24 months
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