Institutional Ownership Sabine Royalty Trust (SBR)
This table provides information about the institutional ownership of Sabine Royalty Trust (SBR). We have compiled data on the 134 institutions that hold shares in the stock, with a total of 1.97 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
18,841
shares
|
$1.25 Million
0.07% of portfolio
|
Q1 2025
Reduced 33.09%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
18,042
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
17,170
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
16,442
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,318
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
16,226
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 45.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
15,652
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
14,883
shares
|
$983,766
0.0% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
14,796
shares
|
$978,015
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
14,480
shares
|
$957,127
0.07% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
14,000
shares
|
$925,399
0.08% of portfolio
|
Q2 2017
New holding
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
12,927
shares
|
$854,474
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,797
shares
|
$845,881
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
12,680
shares
|
$838,147
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
12,460
shares
|
$823,605
0.02% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
May 14, 2025 Q1 2025 |
11,810
shares
|
$780,640
0.8% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
11,600
shares
|
$766,759
0.08% of portfolio
|
Q2 2017
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
11,439
shares
|
$756,117
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
11,404
shares
|
$753,804
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
11,377
shares
|
$752,019
0.22% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
10,600
shares
|
$700,659
0.03% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
10,500
shares
|
$694,049
0.06% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
10,357
shares
|
$684,597
0.03% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
10,081
shares
|
$666,354
0.05% of portfolio
|
Q2 2020
Added 0.81%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
10,000
shares
|
$661,000
0.33% of portfolio
|
Q4 2023
New holding
|