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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
6.23KNew |
$370K - $420K
|
6.23K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150New |
$8.91K - $10.1K
|
150
$9.92K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.2K+ 36.33% |
$71K - $80.5K
|
4.48K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$5.94K - $6.73K
|
100
$6.61K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.9KNew |
$351K - $397K
|
5.9K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
5.26KNew |
$312K - $354K
|
5.26K
$347K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
212New |
$12.6K - $14.3K
|
212
$14K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
255New |
$15.2K - $17.2K
|
255
$16.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
5.3KNew |
$315K - $357K
|
5.3K
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.37KNew |
$319K - $362K
|
5.37K
$355K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-135- 0.51% |
$8.02K - $9.09K
|
26.3K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
125New |
$7.43K - $8.42K
|
125
$8.26K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
53New |
$3.15K - $3.57K
|
53
$3.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10+ 0.04% |
$594 - $674
|
24.6K
$1.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
21.6KNew |
$1.28M - $1.45M
|
21.6K
$1.42M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-33- 0.21% |
$2.01K - $2.26K
|
16K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
400+ 4.44% |
$24.4K - $27.4K
|
9.4K
$621K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5KNew |
$305K - $343K
|
5K
$331K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
55New |
$3.36K - $3.77K
|
55
$3.64K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-356- 3.03% |
$21.7K - $24.4K
|
11.4K
$752K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
11.6KNew |
$709K - $796K
|
11.6K
$768K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
750New |
$45.8K - $51.4K
|
750
$49.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
BUY
|
- |
2+ 0.02% |
$122 - $137
|
9.1K
$602K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4.68K- 76.5% |
$286K - $321K
|
1.44K
$95K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11New |
$671 - $754
|
11
$727
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
236New |
$14.4K - $16.2K
|
236
$15.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
160New |
$9.76K - $11K
|
160
$10.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
427New |
$26.1K - $29.2K
|
427
$28.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10New |
$610 - $685
|
10
$661
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12- 0.08% |
$732 - $822
|
14.5K
$957K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
800New |
$46.8K - $55.5K
|
800
$52.9K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$14.6K - $17.3K
|
250
$16.5K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$468 - $555
|
8
$529
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11K- 61.53% |
$644K - $764K
|
6.88K
$455K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
176KNew |
$10.3M - $12.2M
|
176K
$11.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
75New |
$4.39K - $5.2K
|
75
$4.96K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
10KNew |
$561K - $711K
|
10K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.62KNew |
$203K - $257K
|
3.62K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-100- 2.94% |
$5.61K - $7.11K
|
3.3K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
506+ 16.43% |
$28.4K - $36K
|
3.59K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
6KNew |
$336K - $426K
|
6K
$397K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.37KNew |
$245K - $310K
|
4.37K
$289K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.05K- 20.36% |
$59K - $74.7K
|
4.12K
$272K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.16KNew |
$502K - $559K
|
8.16K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-6.29K- 40.43% |
$387K - $431K
|
9.27K
$613K
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
4.73KNew |
$291K - $324K
|
4.73K
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3+ 0.9% |
$185 - $206
|
338
$22.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10New |
$616 - $685
|
10
$661
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.91K- 37.46% |
$241K - $268K
|
6.53K
$432K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.62KNew |
$223K - $248K
|
3.62K
$239K
|
|