Purchases and Sales Made in Q3 2025 in Sabine Royalty Trust (SBR)
This table provides information about the institutional ownership of Sabine Royalty Trust (SBR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
227K+ 611.62% |
$14.9M - $18.7M
|
264K
$18.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.9K+ 50.3% |
$1.04M - $1.3M
|
47.5K
$3.38M
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4.98K+ 122.58% |
$326K - $409K
|
9.04K
$643K
|
|
|
Oct 30, 2025
Q3 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
2.54KNew |
$166K - $209K
|
2.54K
$181K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
126+ 0.19% |
$8.25K - $10.3K
|
67.9K
$4.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5+ 2.11% |
$327 - $411
|
242
$17.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4+ 0.1% |
$262 - $328
|
3.9K
$278K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4+ 40.0% |
$262 - $328
|
14
$996
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-13- 0.32% |
$851 - $1.07K
|
4.08K
$290K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-40- 2.86% |
$2.62K - $3.28K
|
1.36K
$96.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-207- 2.76% |
$13.6K - $17K
|
7.3K
$519K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-233- 1.84% |
$15.3K - $19.1K
|
12.4K
$884K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-345- 0.97% |
$22.6K - $28.3K
|
35.2K
$2.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-605- 2.39% |
$39.6K - $49.7K
|
24.8K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.48K- 66.2% |
$228K - $286K
|
1.78K
$126K
|