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Sabine Royalty Trust (SBR) Institutional Ownership

Sabine Royalty Trust logo
$65.00 +0.10 (+0.15%)
As of 03:57 PM Eastern
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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)
40
Total
Institutional Inflows
(last 12 months)
$45.21M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$9.66M
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SBR Institutional Buying and Selling by Quarter

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Sabine Royalty Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 Capital Investment Advisors LLC12,460$841K0.0%-6.0%0.085%
4/10/2025 Clare Market Investments LLC27,793$1.88M0.5%+19.3%0.191%
4/7/2025 GAMMA Investing LLC406$27K0.0%+6,666.7%0.003%
2/17/2025Two Sigma Investments LP13,817$895K0.0%-53.8%0.095%
2/17/2025State of Wyoming7,216$468K0.1%-13.2%0.049%
2/17/2025Lazard Asset Management LLC5,338$345K0.0%+34.8%0.037%
2/17/2025Cetera Investment Advisers5,922$384K0.0%+4.1%0.041%
2/17/2025BOKF NA6,500$419K0.0%-35.0%0.045%
2/17/2025Bank of America Corp DE23,163$1.50M0.0%-29.9%0.159%
2/17/2025Ameriprise Financial Inc.7,304$473K0.0%-6.7%0.050%
2/14/2025Mercer Global Advisors Inc. ADV16,443$1.07M0.0%-5.2%0.113%
2/14/2025Beacon Pointe Advisors LLC188,111$12.19M0.1%+289.7%1.290%
2/14/2025Virtus ETF Advisers LLC2,923$189K0.1%+14.0%0.020%
2/14/2025Capital Analysts LLC24,245$1.57M0.1%+0.8%0.166%
2/14/2025Fayez Sarofim & Co255,636$16.57M0.0%-7.3%1.753%
2/14/2025Stifel Financial Corp15,391$998K0.0%+1.8%0.106%
2/13/2025Fairfield Bush & CO.4,403$285K0.2%-17.0%0.030%
2/13/2025Mariner LLC3,261$211K0.0%-6.0%0.022%
2/13/2025Raymond James Financial Inc.29,620$1.92M0.0%N/A0.203%
2/13/2025Peapack Gladstone Financial Corp21,021$1.36M0.0%-1.9%0.144%
2/13/2025Envestnet Asset Management Inc.6,696$434K0.0%-21.6%0.046%
2/13/2025Rahlfs Capital LLC11,885$770K0.7%N/A0.082%
2/13/2025Wells Fargo & Company MN20,904$1.36M0.0%-42.9%0.143%
2/13/2025Islay Capital Management LLC4,000$259K0.2%+14.3%0.027%
2/12/2025JPMorgan Chase & Co.744$48K0.0%-27.6%0.005%
2/12/2025TrueMark Investments LLC88,303$5.72M1.8%+547.0%0.606%
2/11/2025FineMark National Bank & Trust4,903$318K0.0%N/A0.034%
2/11/2025LPL Financial LLC18,973$1.23M0.0%-30.0%0.130%
2/10/2025Horizon Kinetics Asset Management LLC109,921$7.12M0.1%+9.5%0.754%
2/10/2025Campbell Capital Management Inc.800$52K0.0%N/A0.005%
2/10/2025Commonwealth Equity Services LLC24,038$1.56M0.0%+2.2%0.165%
2/7/2025Moors & Cabot Inc.28,160$1.83M0.1%+9.7%0.193%
2/7/2025King Luther Capital Management Corp143,555$9.30M0.0%-4.4%0.985%
2/7/2025 Clare Market Investments LLC23,293$1.51M0.4%N/A0.160%
2/7/2025PNC Financial Services Group Inc.3,324$215K0.0%+153.0%0.023%
2/6/2025Raymond James Financial Inc.29,620$1.92M0.0%N/A0.203%
2/6/2025Verdence Capital Advisors LLC10,500$681K0.1%-4.5%0.072%
2/6/2025Exencial Wealth Advisors LLC10,357$671K0.0%-13.7%0.071%
2/4/2025BankPlus Trust Department1,400$91K0.0%N/A0.010%
2/4/2025Edge Capital Group LLC1,609$104K0.0%-94.8%0.011%
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2/3/2025Concurrent Investment Advisors LLC28,211$1.83M0.0%+2.2%0.193%
1/31/2025Mraz Amerine & Associates Inc.24,708$1.60M0.3%-3.7%0.169%
1/30/2025Blue Trust Inc.28,842$1.87M0.0%+15.4%0.198%
1/27/2025Tyche Wealth Partners LLC4,758$308K0.1%-6.4%0.033%
1/21/2025Geneos Wealth Management Inc.4,727$306K0.0%+1,683.8%0.032%
1/17/2025Signature Resources Capital Management LLC600$39K0.0%N/A0.000%
1/16/2025M.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%
7/9/2024Olistico Wealth LLC427$28K0.0%N/A0.003%
5/17/2024Creekmur Asset Management LLC889$56K0.0%-59.1%0.006%
5/9/2024Koshinski 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%
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%
Trump Treasure April 19 (Ad)

Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

If I’m right about this (like I was before) a modest $900 investment…
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%
(Data available from 1/1/2016 forward)

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SBR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SBR shares?

During the previous two years, 103 institutional investors and hedge funds held shares of Sabine Royalty Trust. The most heavily invested institutionals were Fayez Sarofim & Co ($16.57M), Beacon Pointe Advisors LLC ($12.19M), Mirae Asset Global Investments Co. Ltd. ($11.17M), King Luther Capital Management Corp ($9.30M), Horizon Kinetics Asset Management LLC ($7.12M), TrueMark Investments LLC ($5.72M), and Howard Financial Services LTD. ($5.01M).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 79 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: Beacon Pointe Advisors LLC ($264.01K), Mirae Asset Global Investments Co. Ltd. ($175.71K), TrueMark Investments LLC ($91.76K), Raymond James Financial Inc. ($59.24K), Fayez Sarofim & Co ($58.70K), Howard Financial Services LTD. ($51.64K), and Significant Wealth Partners LLC ($39.09K).

How much institutional buying is happening at Sabine Royalty Trust?

Institutional investors have bought a total of 1,163,414 shares in the last 24 months. This purchase volume represents approximately $76.43M in transactions.

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

Of the 49 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), Edge Capital Group LLC ($29.51K), Fayez Sarofim & Co ($20K), Two Sigma Investments LP ($16.08K), and Wells Fargo & Company MN ($15.71K).

How much institutional selling is happening at Sabine Royalty Trust?

Institutional investors have sold a total of 398,920 shares in the last 24 months. This volume of shares sold represents approximately $27.02M in transactions.


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This page (NYSE:SBR) was last updated on 4/16/2025 by MarketBeat.com Staff
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