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 129 institutions that hold shares in the stock, with a total of 1.84 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
5,255
shares
|
$338,474
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
5,083
shares
|
$327,396
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
5,000
shares
|
$322,050
0.03% of portfolio
|
Q3 2024
Added 733.33%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
4,977
shares
|
$320,568
0.01% of portfolio
|
Q3 2023
Reduced 6.36%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,765
shares
|
$306,913
0.03% of portfolio
|
Q1 2024
Added 26.56%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
4,484
shares
|
$288,814
0.0% of portfolio
|
Q3 2024
Added 36.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,171
shares
|
$268,654
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
4,141
shares
|
$266,721
0.03% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,960
shares
|
$255,063
0.0% of portfolio
|
Q3 2024
Added 129.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,729
shares
|
$240,184
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
3,666
shares
|
$236,127
0.0% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
3,617
shares
|
$232,970
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,617
shares
|
$232,970
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,539
shares
|
$227,946
0.0% of portfolio
|
Q3 2023
Reduced 8.03%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
3,500
shares
|
$225,435
0.15% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,469
shares
|
$223,438
0.0% of portfolio
|
Q3 2024
Reduced 12.55%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,417
shares
|
$220,088
0.05% of portfolio
|
Q4 2022
Reduced 2.09%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
2,856
shares
|
$183,954
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,564
shares
|
$165,147
0.08% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,550
shares
|
$164,245
0.08% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,020
shares
|
$130,108
0.01% of portfolio
|
Q1 2022
Reduced 35.64%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
1,437
shares
|
$92,557
0.0% of portfolio
|
Q2 2024
Reduced 76.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,314
shares
|
$84,634
0.0% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,028
shares
|
$66,213
0.0% of portfolio
|
Q3 2024
Added 79.72%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,000
shares
|
$64,410
0.01% of portfolio
|
Q1 2022
New holding
|