Latest Institutional Transactions on Sabine Royalty Trust (SBR)
This table provides information on the latest institutional transactions involving Sabine Royalty Trust (SBR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.68K+ 23.62% |
$364K - $396K
|
29.7K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-9.32K- 33.09% |
$597K - $650K
|
18.8K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
280+ 7.91% |
$17.9K - $19.5K
|
3.82K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.74% |
$128 - $140
|
117
$7.73K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.86KNew |
$247K - $270K
|
3.86K
$255K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.06K+ 16.14% |
$196K - $214K
|
22K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-421- 7.11% |
$27K - $29.4K
|
5.5K
$364K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-113- 99.12% |
$7.24K - $7.88K
|
1
$66.1
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4+ 1.74% |
$256 - $279
|
234
$15.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2K- 37.84% |
$128K - $140K
|
3.29K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
760+ 17.08% |
$48.7K - $53K
|
5.21K
$344K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
67+ 0.27% |
$4.29K - $4.67K
|
24.8K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
213+ 0.76% |
$13.6K - $14.9K
|
28.4K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-5.07K- 10.99% |
$324K - $353K
|
41K
$2.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-422- 4.29% |
$27K - $29.4K
|
9.42K
$622K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3+ 0.07% |
$192 - $209
|
4.18K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
62+ 1.55% |
$3.97K - $4.32K
|
4.06K
$268K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.14K+ 23.99% |
$73.2K - $79.7K
|
5.91K
$391K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
100+ 0.95% |
$6.4K - $6.98K
|
10.6K
$701K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-400- 98.52% |
$25.6K - $27.9K
|
6
$397
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-800- 6.03% |
$51.2K - $55.8K
|
12.5K
$824K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-761- 4.63% |
$45.8K - $50.7K
|
15.7K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
359+ 14.0% |
$21.6K - $23.9K
|
2.92K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-40- 0.48% |
$2.41K - $2.67K
|
8.25K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-208- 6.0% |
$12.5K - $13.9K
|
3.26K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.5K- 35.0% |
$211K - $233K
|
6.5K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
500+ 14.29% |
$30.1K - $33.3K
|
4K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.84K- 21.59% |
$111K - $123K
|
6.7K
$443K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
29+ 1.14% |
$1.75K - $1.93K
|
2.58K
$170K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
74.7K+ 547.0% |
$4.49M - $4.98M
|
88.3K
$5.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.9KNew |
$295K - $327K
|
4.9K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
800New |
$48.1K - $53.3K
|
800
$52.9K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-6.55K- 4.36% |
$394K - $437K
|
144K
$9.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.01K+ 152.97% |
$121K - $134K
|
3.32K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.65K- 13.74% |
$99.3K - $110K
|
10.4K
$685K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-500- 4.55% |
$30.1K - $33.3K
|
10.5K
$694K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-29.5K- 94.83% |
$1.78M - $1.97M
|
1.61K
$106K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.4KNew |
$84.3K - $93.3K
|
1.4K
$92.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-50- 1.21% |
$3.01K - $3.33K
|
4.09K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 41.67% |
$4.21K - $4.67K
|
238
$15.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18- 94.74% |
$1.08K - $1.2K
|
1
$66.1
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.85K+ 15.4% |
$232K - $257K
|
28.8K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-325- 6.39% |
$19.6K - $21.7K
|
4.76K
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
600New |
$36.1K - $40K
|
600
$39.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
47New |
$2.83K - $3.13K
|
47
$3.11K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
12.9KNew |
$778K - $862K
|
12.9K
$854K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-35.2K- 95.96% |
$2.12M - $2.35M
|
1.48K
$98K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.4K+ 733.33% |
$261K - $296K
|
5K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.73KNew |
$222K - $251K
|
3.73K
$246K
|
|