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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,020
shares
|
$133,522
0.01% of portfolio
|
Q1 2022
Reduced 35.64%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,651
shares
|
$109,131
0.0% of portfolio
|
Q1 2025
Added 27.69%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,609
shares
|
$106,354
0.01% of portfolio
|
Q4 2024
Reduced 94.83%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
1,483
shares
|
$98,026
0.01% of portfolio
|
Q4 2024
Reduced 95.96%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,437
shares
|
$94,985
0.0% of portfolio
|
Q2 2024
Reduced 76.5%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
1,400
shares
|
$92,539
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$66,100
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$66,100
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
884
shares
|
$58,432
0.0% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
800
shares
|
$52,879
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
657
shares
|
$43,427
0.0% of portfolio
|
Q1 2025
Added 9285.71%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
600
shares
|
$39,660
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
587
shares
|
$38,800
0.0% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
540
shares
|
$35,694
0.0% of portfolio
|
Q1 2023
Reduced 79.17%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
427
shares
|
$28,224
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
406
shares
|
$26,836
0.0% of portfolio
|
Q1 2025
Reduced 98.52%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
238
shares
|
$15,731
0.0% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
236
shares
|
$15,599
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
234
shares
|
$15,467
0.0% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
200
shares
|
$13,219
0.0% of portfolio
|
Q1 2025
Reduced 68.25%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
150
shares
|
$9,915
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
117
shares
|
$7,733
0.0% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
55
shares
|
$3,635
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
53
shares
|
$3,503
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
50
shares
|
$3,304
0.0% of portfolio
|
Q2 2022
New holding
|