Purchases and Sales Made in Q1 2025 in Sabine Royalty Trust (SBR)
This table provides information about the institutional ownership of Sabine Royalty Trust (SBR) during Q1 2025. 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 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-32- 0.44% |
$2.05K - $2.23K
|
7.27K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-75- 0.63% |
$4.8K - $5.23K
|
11.8K
$781K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-93- 0.44% |
$5.96K - $6.49K
|
20.8K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100Closed |
$6.4K - $6.98K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-113- 99.12% |
$7.24K - $7.88K
|
1
$66.1
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-205- 1.12% |
$13.1K - $14.3K
|
18K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-352- 7.99% |
$22.5K - $24.6K
|
4.05K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-400- 98.52% |
$25.6K - $27.9K
|
6
$397
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-421- 7.11% |
$27K - $29.4K
|
5.5K
$364K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-422- 4.29% |
$27K - $29.4K
|
9.42K
$622K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-430- 68.25% |
$27.5K - $30K
|
200
$13.2K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-530- 10.08% |
$33.9K - $37K
|
4.73K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-544- 2.59% |
$34.8K - $37.9K
|
20.5K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-650- 2.68% |
$41.6K - $45.3K
|
23.6K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-800- 6.03% |
$51.2K - $55.8K
|
12.5K
$824K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-911- 8.87% |
$58.3K - $63.5K
|
9.36K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.56K- 9.49% |
$99.9K - $109K
|
14.9K
$984K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2K- 37.84% |
$128K - $140K
|
3.29K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2K- 24.69% |
$128K - $140K
|
6.1K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-5.07K- 10.99% |
$324K - $353K
|
41K
$2.71M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-9.32K- 33.09% |
$597K - $650K
|
18.8K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-13.4K- 45.22% |
$858K - $934K
|
16.2K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-30K- 11.74% |
$1.92M - $2.09M
|
226K
$14.9M
|