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 122 institutions that hold shares in the stock, with a total of 1.71 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
3,967
shares
|
$245,041
0.0% of portfolio
|
Q2 2024
Reduced 32.93%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 14, 2024 Q2 2024 |
3,951
shares
|
$244,053
0.04% of portfolio
|
Q2 2024
Added 52.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
3,883
shares
|
$239,852
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
3,666
shares
|
$226,448
0.0% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
3,617
shares
|
$223,422
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,617
shares
|
$223,422
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
3,539
shares
|
$218,604
0.0% of portfolio
|
Q3 2023
Reduced 8.03%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 13, 2024 Q2 2024 |
3,500
shares
|
$216,195
0.17% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
3,490
shares
|
$215,577
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
3,417
shares
|
$211,068
0.06% of portfolio
|
Q4 2022
Reduced 2.09%
|
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
3,289
shares
|
$203,161
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,895
shares
|
$178,824
0.1% of portfolio
|
Q2 2024
Added 7.82%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 07, 2024 Q2 2024 |
2,550
shares
|
$157,513
0.09% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,020
shares
|
$124,775
0.01% of portfolio
|
Q1 2022
Reduced 35.64%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
1,774
shares
|
$109,579
0.0% of portfolio
|
Q2 2024
Reduced 20.59%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,725
shares
|
$106,553
0.0% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 17, 2024 Q2 2024 |
1,437
shares
|
$88,763
0.0% of portfolio
|
Q2 2024
Reduced 76.5%
|
|
|
Citizens National Bank Trust Department
|
Jul 22, 2024 Q2 2024 |
1,000
shares
|
$61,770
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,000
shares
|
$61,770
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
963
shares
|
$59,484
0.0% of portfolio
|
Q2 2024
Reduced 18.94%
|
|
|
Family Firm, Inc.
|
Jul 24, 2024 Q2 2024 |
750
shares
|
$46,327
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
630
shares
|
$38,915
0.0% of portfolio
|
Q1 2024
Added 46.51%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
600
shares
|
$37,062
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
572
shares
|
$35,332
0.0% of portfolio
|
Q2 2024
Reduced 13.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
540
shares
|
$33,355
0.0% of portfolio
|
Q1 2023
Reduced 79.17%
|