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Sabine Royalty Trust (SBR) Institutional Ownership

Sabine Royalty Trust logo
$62.00 +0.12 (+0.19%)
(As of 12/20/2024 05:31 PM ET)
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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)
32
Total
Institutional Inflows
(last 12 months)
$27.34M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$2.24M
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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
11/26/2024 Peapack Gladstone Financial Corp21,420$1.32M0.0%-1.4%0.000%
11/18/2024 Sunbelt Securities Inc.5,000$309K0.0%+733.3%0.034%
11/15/2024 State Street Corp6,505$402K0.0%+3.8%0.000%
11/15/2024 Stifel Financial Corp15,122$934K0.0%-3.2%0.000%
11/15/2024 HighTower Advisors LLC6,334$391K0.0%-7.0%0.000%
11/14/2024 Captrust Financial Advisors3,729$230K0.0%N/A0.000%
11/13/2024 Horizon Kinetics Asset Management LLC100,368$6.20M0.1%+0.7%0.000%
11/8/2024 Moors & Cabot Inc.25,659$1.59M0.1%+6.9%0.000%
11/8/2024 Prospera Financial Services Inc28,519$1.76M0.0%+12.1%0.000%
11/1/2024 Verdence Capital Advisors LLC11,000$679K0.1%-5.2%0.000%
11/1/2024 Philip James Wealth Mangement LLC5,302$327K0.0%N/A0.000%
10/31/2024 Concurrent Investment Advisors LLC27,614$1.70M0.1%+491.9%0.189%
10/23/2024 Mraz Amerine & Associates Inc.25,658$1.58M0.3%-1.2%0.000%
10/9/2024 BWM 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%
8/12/2024 Hsbc Holdings PLC5,000$323K0.0%N/A0.034%
8/9/2024 Moors & Cabot Inc.23,998$1.55M0.1%+0.8%0.165%
8/1/2024 Chilton Capital Management LLC45,856$2.96M0.1%-4.2%0.315%
8/1/2024 Mraz Amerine & Associates Inc.25,958$1.68M0.3%-2.2%0.178%
8/1/2024 Fielder Capital Group LLC11,377$736K0.3%-3.0%0.078%
7/31/2024 Essex 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%
7/31/2024 Concurrent Investment Advisors LLC4,665$302K0.0%N/A0.032%
7/29/2024 TrueMark 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%
7/17/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,437$92K0.0%-76.5%0.010%
7/12/2024Capital Investment Advisors LLC13,360$862K0.0%-3.2%0.092%
7/9/2024 Olistico Wealth LLC427$28K0.0%N/A0.003%
5/17/2024 Creekmur 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%
5/7/2024 Chilton Capital Management LLC47,862$3.03M0.1%-3.8%0.328%
5/7/2024 Significant Wealth Partners LLC35,934$2.27M1.5%-8.1%0.246%
5/4/2024 Geneos Wealth Management Inc.515$33K0.0%-68.1%0.004%
5/1/2024Blue Trust Inc.24,992$1.59M0.0%+5.6%0.171%
5/1/2024 Mirae 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%
4/24/2024 1900 Wealth Management LLC4,765$303K0.0%+26.6%0.033%
4/24/2024 Essex Financial Services Inc.11,957$760K0.1%-6.1%0.082%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
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%
3/1/2024 Creekmur Asset Management LLC2,173$147K0.0%N/A0.015%
2/16/2024 Burford Brothers Inc.10,000$677K0.5%N/A0.069%
2/13/2024 Holderness Investments Co.6,000$406K0.1%N/A0.041%
2/13/2024 Peapack Gladstone Financial Corp22,482$1.53M0.0%-3.0%0.154%
2/9/2024 King Luther Capital Management Corp150,107$10.19M0.0%-0.3%1.030%
2/8/2024 Beacon Pointe Advisors LLC198,490$13.44M0.2%+2.8%1.361%
2/6/2024 Fielder Capital Group LLC11,733$796K0.5%N/A0.080%
2/6/2024 TCG Advisory Services LLC4,370$296K0.0%N/A0.030%
2/6/2024 Essex Financial Services Inc.12,736$864K0.1%+12.6%0.087%
2/5/2024 Islay Capital Management LLC3,500$237K0.2%+16.7%0.024%
2/2/2024 Atria Wealth Solutions Inc.4,115$279K0.0%-20.4%0.028%
2/1/2024 1900 Wealth Management LLC3,765$255K0.0%-25.0%0.026%
2/1/2024 Significant Wealth Partners LLC39,090$2.65M1.9%N/A0.268%
1/31/2024 Mraz Amerine & Associates Inc.28,312$1.92M0.4%-1.6%0.194%
1/30/2024 Tyche 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%
1/26/2024 Geneos Wealth Management Inc.1,615$110K0.0%-13.4%0.011%
1/18/2024 Chilton Capital Management LLC49,772$3.37M0.2%-0.4%0.341%
1/16/2024Raymond James & Associates25,837$1.75M0.0%-2.4%0.177%
11/13/2023 Bramshill Investments LLC19,594$1.29M0.2%-9.7%0.134%
11/13/2023 Mraz Amerine & Associates Inc.28,762$1.89M0.4%-1.0%0.197%
11/9/2023 Navellier & Associates Inc.6,532$430K0.1%-37.5%0.045%
11/8/2023 HighTower Advisors LLC9,947$654K0.0%+40.9%0.068%
11/8/2023Pathstone Family Office LLC3,617$238K0.0%N/A0.025%
11/8/2023 Atria Wealth Solutions Inc.5,167$340K0.0%+23.5%0.035%
11/8/2023 Argent Trust Co4,977$328K0.0%-6.4%0.034%
11/8/2023 Moors & Cabot Inc.10,967$723K0.0%+2.8%0.075%
11/7/2023 Virtus ETF Advisers LLC3,031$200K0.1%-5.3%0.021%
11/7/2023 Quantbot Technologies LP665$44K0.0%-81.6%0.005%
10/24/2023Raymond James & Associates26,478$1.75M0.0%-1.5%0.182%
10/24/2023 Cambridge 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%
10/16/2023Capital Investment Advisors LLC14,070$925K0.0%-3.6%0.097%
10/11/2023 Adviser Investments LLC10,209$673K0.0%N/A0.070%
10/11/2023Greylin Investment Management Inc9,100$598K0.1%N/A0.062%
8/21/2023 BOKF NA25,000$1.65M0.0%-2.9%0.171%
8/15/2023 Beacon Pointe Advisors LLC145,069$9.55M0.2%+453.4%0.995%
8/15/2023 Chilton Investment Co. Inc.9,067$598K0.0%N/A0.062%
8/14/2023 Perritt Capital Management Inc.2,600$171K0.1%-6.5%0.018%
8/14/2023 Chilton Capital Management LLC51,224$3.37M0.2%+0.9%0.351%
8/14/2023 Horizon Kinetics Asset Management LLC42,311$2.79M0.1%+20.3%0.290%
8/10/2023 Moors & Cabot Inc.10,672$704K0.0%+7.9%0.073%
8/9/2023Veritable L.P.3,617$239K0.0%N/A0.025%
8/9/2023 BNP Paribas Arbitrage SNC7,545$498K0.0%-35.7%0.052%
8/9/2023 Essex Financial Services Inc.11,460$756K0.1%-72.9%0.079%
8/8/2023 Kovitz Investment Group Partners LLC7,032$463K0.0%N/A0.048%
8/8/2023 Prospera Financial Services Inc18,122$1.20M0.0%+10.9%0.124%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
8/7/2023 Royce & Associates LP42,848$2.83M0.0%-10.1%0.294%
8/4/2023 Custos Family Office LLC5,564$367K0.2%-36.8%0.038%
8/4/2023 Oxbow Advisors LLC18,661$1.23M0.2%+7.7%0.128%
8/3/2023 Atria Wealth Solutions Inc.4,184$276K0.0%+64.9%0.029%
8/3/2023 Advisors Capital Management LLC3,450$227K0.0%-9.2%0.024%
8/1/2023 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA6,116$403K0.0%+325.6%0.042%
7/31/2023 LPL Financial LLC18,494$1.22M0.0%+4.7%0.127%
7/28/2023 Koshinski Asset Management Inc.21,961$1.45M0.2%N/A0.151%
7/27/2023 Virtu Financial LLC4,533$299K0.0%N/A0.031%
7/14/2023Ronald Blue Trust Inc.23,665$1.70M0.0%-60.4%0.162%
(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, 90 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. ($4.16M), 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 75 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. ($42.02K), 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 891,305 shares in the last 24 months. This purchase volume represents approximately $60.55M 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 305,813 shares in the last 24 months. This volume of shares sold represents approximately $21.53M in transactions.


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This page (NYSE:SBR) was last updated on 12/21/2024 by MarketBeat.com Staff
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