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Sabine Royalty Trust (SBR) Institutional Ownership

Sabine Royalty Trust logo
$66.82 +0.52 (+0.78%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Sabine Royalty Trust (NYSE:SBR)

Current
Institutional Ownership
Percentage
15.81%
Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$29.14M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$2.18M
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SBR Institutional Buying and Selling by Quarter

Sabine Royalty Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Signature Resources Capital Management LLC600$39K0.0%N/A0.000%
1/16/2025 M.E. Allison & CO. Inc.3,999$259K0.3%N/A0.027%
1/15/2025 Howard Financial Services LTD.77,336$5.01M0.7%+14.6%0.530%
1/14/2025 Sendero Wealth Management LLC12,927$838K0.1%N/A0.089%
12/26/2024JPMorgan Chase & Co.1,028$64K0.0%+79.7%0.007%
11/26/2024Peapack Gladstone Financial Corp21,420$1.32M0.0%-1.4%0.147%
11/18/2024Sunbelt Securities Inc.5,000$309K0.0%+733.3%0.034%
11/15/2024State Street Corp6,505$402K0.0%+3.8%0.000%
11/15/2024Stifel Financial Corp15,122$934K0.0%-3.2%0.000%
11/15/2024HighTower Advisors LLC6,334$391K0.0%-7.0%0.000%
11/14/2024Captrust Financial Advisors3,729$230K0.0%N/A0.000%
11/13/2024Horizon Kinetics Asset Management LLC100,368$6.20M0.1%+0.7%0.000%
11/8/2024Moors & Cabot Inc.25,659$1.59M0.1%+6.9%0.000%
11/8/2024Prospera Financial Services Inc28,519$1.76M0.0%+12.1%0.000%
11/1/2024Verdence Capital Advisors LLC11,000$679K0.1%-5.2%0.000%
11/1/2024Philip James Wealth Mangement LLC5,302$327K0.0%N/A0.000%
10/31/2024Concurrent Investment Advisors LLC27,614$1.70M0.1%+491.9%0.189%
10/23/2024Mraz Amerine & Associates Inc.25,658$1.58M0.3%-1.2%0.000%
10/9/2024BWM Planning LLC21,552$1.33M0.6%N/A0.148%
10/8/2024 Howard Financial Services LTD.67,496$4.16M0.6%+160.8%0.463%
10/2/2024 American National Bank & Trust36,668$2.27M0.3%+1.3%0.000%
8/12/2024Hsbc Holdings PLC5,000$323K0.0%N/A0.034%
8/9/2024Moors & Cabot Inc.23,998$1.55M0.1%+0.8%0.165%
8/1/2024Chilton Capital Management LLC45,856$2.96M0.1%-4.2%0.315%
8/1/2024Mraz Amerine & Associates Inc.25,958$1.68M0.3%-2.2%0.178%
8/1/2024Fielder Capital Group LLC11,377$736K0.3%-3.0%0.078%
7/31/2024Essex Financial Services Inc.9,923$642K0.0%-17.0%0.068%
7/31/2024Commonwealth Equity Services LLC38,820$2.51M0.0%+77.1%0.266%
7/31/2024Concurrent Investment Advisors LLC4,665$302K0.0%N/A0.032%
7/29/2024TrueMark Investments LLC17,105$1.11M0.4%N/A0.117%
7/24/2024Family Firm Inc.750$48K0.0%N/A0.005%
7/19/2024Raymond James & Associates26,427$1.71M0.0%+2.3%0.181%
7/17/2024Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,437$92K0.0%-76.5%0.010%
7/12/2024 Capital Investment Advisors LLC13,360$862K0.0%-3.2%0.092%
7/9/2024 Olistico Wealth LLC427$28K0.0%N/A0.003%
5/17/2024Creekmur Asset Management LLC889$56K0.0%-59.1%0.006%
5/9/2024 Koshinski Asset Management Inc.23,815$1.51M0.2%-28.0%0.163%
5/7/2024Chilton Capital Management LLC47,862$3.03M0.1%-3.8%0.328%
5/7/2024Significant Wealth Partners LLC35,934$2.27M1.5%-8.1%0.246%
5/4/2024Geneos Wealth Management Inc.515$33K0.0%-68.1%0.004%
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5/1/2024Blue Trust Inc.24,992$1.59M0.0%+5.6%0.171%
5/1/2024Mirae Asset Global Investments Co. Ltd.175,711$11.17M0.0%N/A1.205%
4/30/2024Commonwealth Equity Services LLC21,918$1.39M0.0%+5.0%0.150%
4/24/20241900 Wealth Management LLC4,765$303K0.0%+26.6%0.033%
4/24/2024Essex Financial Services Inc.11,957$760K0.1%-6.1%0.082%
4/16/2024 Howard Financial Services LTD.25,745$1.63M0.3%+0.7%0.177%
4/10/2024 American National Bank36,185$2.30M0.3%+0.6%0.248%
3/1/2024Creekmur Asset Management LLC2,173$147K0.0%N/A0.015%
2/16/2024Burford Brothers Inc.10,000$677K0.5%N/A0.069%
2/13/2024Holderness Investments Co.6,000$406K0.1%N/A0.041%
2/13/2024Peapack Gladstone Financial Corp22,482$1.53M0.0%-3.0%0.154%
2/9/2024King Luther Capital Management Corp150,107$10.19M0.0%-0.3%1.030%
2/8/2024Beacon Pointe Advisors LLC198,490$13.44M0.2%+2.8%1.361%
2/6/2024Fielder Capital Group LLC11,733$796K0.5%N/A0.080%
2/6/2024TCG Advisory Services LLC4,370$296K0.0%N/A0.030%
2/6/2024Essex Financial Services Inc.12,736$864K0.1%+12.6%0.087%
2/5/2024Islay Capital Management LLC3,500$237K0.2%+16.7%0.024%
2/2/2024Atria Wealth Solutions Inc.4,115$279K0.0%-20.4%0.028%
2/1/20241900 Wealth Management LLC3,765$255K0.0%-25.0%0.026%
2/1/2024Significant Wealth Partners LLC39,090$2.65M1.9%N/A0.268%
1/31/2024Mraz Amerine & Associates Inc.28,312$1.92M0.4%-1.6%0.194%
1/30/2024Tyche Wealth Partners LLC5,083$345K0.1%N/A0.035%
1/29/2024 Koshinski Asset Management Inc.33,085$2.24M0.3%+39.1%0.227%
1/26/2024Geneos Wealth Management Inc.1,615$110K0.0%-13.4%0.011%
1/18/2024Chilton Capital Management LLC49,772$3.37M0.2%-0.4%0.341%
1/16/2024Raymond James & Associates25,837$1.75M0.0%-2.4%0.177%
11/13/2023Bramshill Investments LLC19,594$1.29M0.2%-9.7%0.134%
11/13/2023Mraz Amerine & Associates Inc.28,762$1.89M0.4%-1.0%0.197%
11/9/2023Navellier & Associates Inc.6,532$430K0.1%-37.5%0.045%
11/8/2023HighTower Advisors LLC9,947$654K0.0%+40.9%0.068%
11/8/2023Pathstone Family Office LLC3,617$238K0.0%N/A0.025%
11/8/2023Atria Wealth Solutions Inc.5,167$340K0.0%+23.5%0.035%
11/8/2023Argent Trust Co4,977$328K0.0%-6.4%0.034%
11/8/2023Moors & Cabot Inc.10,967$723K0.0%+2.8%0.075%
11/7/2023Virtus ETF Advisers LLC3,031$200K0.1%-5.3%0.021%
11/7/2023Quantbot Technologies LP665$44K0.0%-81.6%0.005%
10/24/2023Raymond James & Associates26,478$1.75M0.0%-1.5%0.182%
10/24/2023Cambridge Investment Research Advisors Inc.8,732$575K0.0%+2.3%0.060%
10/23/2023Commonwealth Equity Services LLC18,943$1.25M0.0%+3.2%0.130%
10/18/2023 Koshinski Asset Management Inc.23,780$1.56M0.2%+8.3%0.163%
10/16/2023 Capital Investment Advisors LLC14,070$925K0.0%-3.6%0.097%
10/11/2023Adviser Investments LLC10,209$673K0.0%N/A0.070%
10/11/2023Greylin Investment Management Inc9,100$598K0.1%N/A0.062%
8/21/2023BOKF NA25,000$1.65M0.0%-2.9%0.171%
8/15/2023Beacon Pointe Advisors LLC145,069$9.55M0.2%+453.4%0.995%
8/15/2023Chilton Investment Co. Inc.9,067$598K0.0%N/A0.062%
8/14/2023Perritt Capital Management Inc.2,600$171K0.1%-6.5%0.018%
8/14/2023Chilton Capital Management LLC51,224$3.37M0.2%+0.9%0.351%
8/14/2023Horizon Kinetics Asset Management LLC42,311$2.79M0.1%+20.3%0.290%
8/10/2023Moors & Cabot Inc.10,672$704K0.0%+7.9%0.073%
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8/9/2023Veritable L.P.3,617$239K0.0%N/A0.025%
8/9/2023BNP Paribas Arbitrage SNC7,545$498K0.0%-35.7%0.052%
8/9/2023Essex Financial Services Inc.11,460$756K0.1%-72.9%0.079%
8/8/2023Kovitz Investment Group Partners LLC7,032$463K0.0%N/A0.048%
8/8/2023Prospera Financial Services Inc18,122$1.20M0.0%+10.9%0.124%
8/7/2023Royce & Associates LP42,848$2.83M0.0%-10.1%0.294%
8/4/2023Custos Family Office LLC5,564$367K0.2%-36.8%0.038%
8/4/2023Oxbow Advisors LLC18,661$1.23M0.2%+7.7%0.128%
8/3/2023Atria Wealth Solutions Inc.4,184$276K0.0%+64.9%0.029%
8/3/2023Advisors Capital Management LLC3,450$227K0.0%-9.2%0.024%
(Data available from 1/1/2016 forward)

SBR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SBR shares?

During the previous two years, 93 institutional investors and hedge funds held shares of Sabine Royalty Trust. The most heavily invested institutionals were Fayez Sarofim & Co ($18.69M), Beacon Pointe Advisors LLC ($13.44M), Mirae Asset Global Investments Co. Ltd. ($11.17M), King Luther Capital Management Corp ($10.19M), Horizon Kinetics Asset Management LLC ($6.20M), Howard Financial Services LTD. ($5.01M), and Chilton Capital Management LLC ($2.96M).Learn more on SBR's institutional investors.

What percentage of Sabine Royalty Trust stock is owned by institutional investors?

15.81% of Sabine Royalty Trust stock is owned by institutional investors. Learn more on SBR's institutional investor holdings.

Which institutional investors have been buying Sabine Royalty Trust stock?

Of the 78 institutional investors that purchased Sabine Royalty Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mirae Asset Global Investments Co. Ltd. ($186.32K), Beacon Pointe Advisors LLC ($124.17K), Fayez Sarofim & Co ($58.70K), Howard Financial Services LTD. ($51.64K), Significant Wealth Partners LLC ($39.09K), Ronald Blue Trust Inc. ($35.62K), and Koshinski Asset Management Inc. ($33.09K).

How much institutional buying is happening at Sabine Royalty Trust?

Institutional investors have bought a total of 918,410 shares in the last 24 months. This purchase volume represents approximately $62.29M in transactions.

Which Sabine Royalty Trust major shareholders have been selling company stock?

Of the 42 institutional investors that sold Sabine Royalty Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mirae Asset Global Investments Co. Ltd. ($130.62K), Ronald Blue Trust Inc. ($36.17K), Essex Financial Services Inc. ($33.68K), Royce & Associates LP ($15.40K), Oxbow Advisors LLC ($11.08K), Koshinski Asset Management Inc. ($9.27K), and Capital Analysts LLC ($8.19K).

How much institutional selling is happening at Sabine Royalty Trust?

Institutional investors have sold a total of 304,913 shares in the last 24 months. This volume of shares sold represents approximately $21.45M in transactions.


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This page (NYSE:SBR) was last updated on 1/21/2025 by MarketBeat.com Staff
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