Latest Institutional Transactions on Sabine Royalty Trust (SBR)
This table provides information on the latest institutional transactions involving Sabine Royalty Trust (SBR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.65K- 13.74% |
$99.3K - $110K
|
10.4K
$716K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-500- 4.55% |
$30.1K - $33.3K
|
10.5K
$726K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29.6KNew |
$1.78M - $1.97M
|
29.6K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.4KNew |
$84.3K - $93.3K
|
1.4K
$96.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-29.5K- 94.83% |
$1.78M - $1.97M
|
1.61K
$111K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 2.22% |
$301 - $333
|
230
$15.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
597+ 2.16% |
$35.9K - $39.8K
|
28.2K
$1.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-50- 1.21% |
$3.01K - $3.33K
|
4.09K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 41.67% |
$4.21K - $4.67K
|
238
$16.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-950- 3.7% |
$57.2K - $63.3K
|
24.7K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18- 94.74% |
$1.08K - $1.2K
|
1
$69.1
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.85K+ 15.4% |
$232K - $257K
|
28.8K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-112- 1.13% |
$6.74K - $7.47K
|
9.84K
$680K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-325- 6.39% |
$19.6K - $21.7K
|
4.76K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.46K+ 1683.77% |
$269K - $297K
|
4.73K
$327K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
600New |
$36.1K - $40K
|
600
$41.5K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4KNew |
$241K - $267K
|
4K
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
47New |
$2.83K - $3.13K
|
47
$3.25K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
9.84K+ 14.58% |
$592K - $656K
|
77.3K
$5.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-35.2K- 95.96% |
$2.12M - $2.35M
|
1.48K
$103K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
12.9KNew |
$778K - $862K
|
12.9K
$894K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-100- 0.75% |
$6.02K - $6.67K
|
13.3K
$917K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6New |
$361 - $400
|
6
$415
|
|
| Q3 2024 | |||||||
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
2.08K+ 9.5% |
$124K - $140K
|
24K
$1.66M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.4K+ 733.33% |
$261K - $296K
|
5K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
6.23KNew |
$370K - $420K
|
6.23K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.13K+ 80.71% |
$186K - $211K
|
7.02K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.73KNew |
$222K - $251K
|
3.73K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150New |
$8.91K - $10.1K
|
150
$10.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$5.94K - $6.73K
|
100
$6.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.2K+ 36.33% |
$71K - $80.5K
|
4.48K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.9KNew |
$351K - $397K
|
5.9K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
5.26KNew |
$312K - $354K
|
5.26K
$363K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
255New |
$15.2K - $17.2K
|
255
$17.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
212New |
$12.6K - $14.3K
|
212
$14.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
5.3KNew |
$315K - $357K
|
5.3K
$366K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.37KNew |
$319K - $362K
|
5.37K
$371K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-135- 0.51% |
$8.02K - $9.09K
|
26.3K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
125New |
$7.43K - $8.42K
|
125
$8.64K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
53New |
$3.15K - $3.57K
|
53
$3.66K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80- 44.44% |
$4.75K - $5.39K
|
100
$6.91K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10+ 0.04% |
$594 - $674
|
24.6K
$1.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
21.6KNew |
$1.28M - $1.45M
|
21.6K
$1.49M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2K- 19.8% |
$122K - $137K
|
8.1K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-33- 0.21% |
$2.01K - $2.26K
|
16K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
400+ 4.44% |
$24.4K - $27.4K
|
9.4K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5KNew |
$641K - $719K
|
10.5K
$726K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5KNew |
$305K - $343K
|
5K
$346K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
55New |
$3.36K - $3.77K
|
55
$3.8K
|
|