Purchases and Sales Made in Q1 2024 in Sabine Royalty Trust (SBR)
This table provides information about the institutional ownership of Sabine Royalty Trust (SBR) during Q1 2024. The information is specifically focused on institutions that hold shares of SABINE ROYALTY TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-588- 3.28% |
$34.4K - $40.8K
|
17.3K
$1.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-779- 6.12% |
$45.6K - $54K
|
12K
$791K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-794- 3.53% |
$46.5K - $55.1K
|
21.7K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-918- 26.17% |
$53.7K - $63.7K
|
2.59K
$171K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.1K- 68.11% |
$64.4K - $76.3K
|
515
$34.1K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.28K- 59.09% |
$75.2K - $89.1K
|
889
$58.8K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.31K- 3.27% |
$76.7K - $90.9K
|
38.8K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.31K- 3.27% |
$76.7K - $90.9K
|
38.8K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1.45K- 8.29% |
$84.8K - $101K
|
16K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.76K- 6.23% |
$103K - $122K
|
26.5K
$1.76M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.91K- 3.84% |
$112K - $132K
|
47.9K
$3.17M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-3.16K- 8.07% |
$185K - $219K
|
35.9K
$2.38M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.27K- 28.02% |
$543K - $643K
|
23.8K
$1.58M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.99K- 20.48% |
$584K - $693K
|
38.8K
$2.57M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11K- 61.53% |
$644K - $764K
|
6.88K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-21.3K- 71.86% |
$1.25M - $1.48M
|
8.34K
$552K
|