Purchases and Sales Made in Q4 2024 in Sabine Royalty Trust (SBR)
This table provides information about the institutional ownership of Sabine Royalty Trust (SBR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
140K+ 289.67% |
$8.42M - $9.32M
|
188K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
74.7K+ 547.0% |
$4.49M - $4.98M
|
88.3K
$6.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29.6KNew |
$1.78M - $1.97M
|
29.6K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
23.3KNew |
$1.4M - $1.55M
|
23.3K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
12.9KNew |
$778K - $862K
|
12.9K
$894K
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
11.9KNew |
$715K - $792K
|
11.9K
$821K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
9.84K+ 14.58% |
$592K - $656K
|
77.3K
$5.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
9.55K+ 9.52% |
$575K - $637K
|
110K
$7.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.9KNew |
$295K - $327K
|
4.9K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.46K+ 1683.77% |
$269K - $297K
|
4.73K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4.45KNew |
$268K - $297K
|
4.45K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4KNew |
$241K - $267K
|
4K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.85K+ 15.4% |
$232K - $257K
|
28.8K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.5K+ 9.75% |
$151K - $167K
|
28.2K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.01K+ 152.97% |
$121K - $134K
|
3.32K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.42K+ 9.03% |
$85.5K - $94.7K
|
17.1K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.4KNew |
$84.3K - $93.3K
|
1.4K
$96.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.38K+ 34.8% |
$82.9K - $91.9K
|
5.34K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.29K+ 7.62% |
$77.8K - $86.1K
|
18.2K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
964+ 3.38% |
$58K - $64.3K
|
29.5K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
800New |
$48.1K - $53.3K
|
800
$55.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
600New |
$36.1K - $40K
|
600
$41.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
597+ 2.16% |
$35.9K - $39.8K
|
28.2K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
511+ 2.17% |
$30.8K - $34.1K
|
24K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
500+ 14.29% |
$30.1K - $33.3K
|
4K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
359+ 14.0% |
$21.6K - $23.9K
|
2.92K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
269+ 1.78% |
$16.2K - $17.9K
|
15.4K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
231+ 4.06% |
$13.9K - $15.4K
|
5.92K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
200+ 0.83% |
$12K - $13.3K
|
24.2K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
145+ 2.29% |
$8.73K - $9.67K
|
6.48K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
79+ 1.21% |
$4.75K - $5.27K
|
6.58K
$455K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 41.67% |
$4.21K - $4.67K
|
238
$16.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
47New |
$2.83K - $3.13K
|
47
$3.25K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
29+ 1.14% |
$1.75K - $1.93K
|
2.58K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
20+ 0.38% |
$1.2K - $1.33K
|
5.28K
$365K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
18+ 0.18% |
$1.08K - $1.2K
|
10.3K
$710K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17+ 2.0% |
$1.02K - $1.13K
|
866
$59.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$421 - $467
|
7
$484
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6New |
$361 - $400
|
6
$415
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 2.22% |
$301 - $333
|
230
$15.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3+ 0.07% |
$181 - $200
|
4.17K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.77% |
$120 - $133
|
115
$7.95K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.88% |
$60.2 - $66.7
|
114
$7.88K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18- 94.74% |
$1.08K - $1.2K
|
1
$69.1
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-40- 0.48% |
$2.41K - $2.67K
|
8.25K
$570K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-50- 1.21% |
$3.01K - $3.33K
|
4.09K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-100- 0.75% |
$6.02K - $6.67K
|
13.3K
$917K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-112- 1.13% |
$6.74K - $7.47K
|
9.84K
$680K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-208- 6.0% |
$12.5K - $13.9K
|
3.26K
$225K
|