Exploring Permian Basin Royalty Trust (PBT) Investor Profile: Who’s Buying and Why?

Exploring Permian Basin Royalty Trust (PBT) Investor Profile: Who’s Buying and Why?

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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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