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
Permian Basin Royalty Trust (PBT) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.