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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,000
shares
|
$330,500
0.03% of portfolio
|
Q3 2024
Added 733.33%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
4,977
shares
|
$328,979
0.01% of portfolio
|
Q3 2023
Reduced 6.36%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
4,758
shares
|
$314,503
0.07% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,727
shares
|
$312,454
0.01% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,690
shares
|
$310,009
0.0% of portfolio
|
Q1 2025
Added 530.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,177
shares
|
$276,099
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
4,091
shares
|
$270,415
0.03% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
4,061
shares
|
$268,432
0.27% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
4,051
shares
|
$267,771
0.17% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
4,000
shares
|
$264,400
0.2% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
3,864
shares
|
$255,410
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
3,819
shares
|
$252,435
0.0% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,729
shares
|
$246,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
3,617
shares
|
$239,083
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,617
shares
|
$239,083
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,570
shares
|
$235,976
0.0% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
3,417
shares
|
$225,863
0.06% of portfolio
|
Q4 2022
Reduced 2.09%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
3,389
shares
|
$224,012
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,324
shares
|
$219,716
0.0% of portfolio
|
Q4 2024
Added 152.97%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,286
shares
|
$217,204
0.0% of portfolio
|
Q1 2025
Reduced 37.84%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
3,088
shares
|
$204,116
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
3,058
shares
|
$202,133
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
3,000
shares
|
$198,299
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
2,579
shares
|
$170,471
0.1% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
2,418
shares
|
$159,829
0.06% of portfolio
|
Q1 2025
New holding
|