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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
9,415
shares
|
$622,331
0.05% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
9,400
shares
|
$621,340
0.0% of portfolio
|
Q2 2024
Added 4.44%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
9,362
shares
|
$618,828
0.01% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
9,102
shares
|
$601,642
0.1% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
9,067
shares
|
$599,328
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
8,960
shares
|
$592,256
0.08% of portfolio
|
Q1 2025
Added 24.17%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
7,646
shares
|
$505,400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
7,300
shares
|
$482,529
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
7,272
shares
|
$480,679
0.0% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
7,032
shares
|
$464,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
6,939
shares
|
$458,667
0.0% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,883
shares
|
$454,966
0.0% of portfolio
|
Q1 2024
Reduced 61.53%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,800
shares
|
$449,479
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
6,725
shares
|
$444,522
0.0% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
6,500
shares
|
$429,649
0.01% of portfolio
|
Q4 2024
Reduced 35.0%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,248
shares
|
$412,992
0.0% of portfolio
|
Q1 2025
Added 17.05%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
6,100
shares
|
$403,209
0.03% of portfolio
|
Q1 2025
Reduced 24.69%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
6,000
shares
|
$396,599
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
5,908
shares
|
$390,518
0.04% of portfolio
|
Q1 2025
Added 23.99%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
5,564
shares
|
$367,780
0.13% of portfolio
|
Q2 2023
Reduced 36.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,501
shares
|
$363,616
0.0% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,369
shares
|
$354,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
5,303
shares
|
$350,528
0.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
5,255
shares
|
$347,355
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Apr 30, 2025 Q1 2025 |
5,209
shares
|
$344,314
0.18% of portfolio
|
Q1 2025
Added 17.08%
|