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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
142+ 1.42% |
$8.56K - $9.76K
|
10.1K
$802K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 2.56% |
$181 - $206
|
120
$9.49K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.08KNew |
$185K - $212K
|
3.08K
$243K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11.8K- 41.03% |
$713K - $814K
|
17K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-150- 0.54% |
$9.04K - $10.3K
|
27.6K
$2.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-396- 9.98% |
$23.9K - $27.2K
|
3.57K
$282K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
35.2KNew |
$2.12M - $2.42M
|
35.2K
$2.78M
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1KNew |
$64K - $69.8K
|
1K
$79.1K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
31.1KNew |
$1.99M - $2.17M
|
31.1K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.03KNew |
$450K - $490K
|
7.03K
$556K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3KNew |
$192K - $209K
|
3K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-430- 68.25% |
$27.5K - $30K
|
200
$15.8K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
280+ 7.91% |
$17.9K - $19.5K
|
3.82K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.86KNew |
$247K - $270K
|
3.86K
$306K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-113- 99.12% |
$7.24K - $7.88K
|
1
$79.1
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
100+ 0.95% |
$6.4K - $6.98K
|
10.6K
$838K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.14K+ 23.99% |
$73.2K - $79.7K
|
5.91K
$467K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-400- 98.52% |
$25.6K - $27.9K
|
6
$474
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
359+ 14.0% |
$21.6K - $23.9K
|
2.92K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-208- 6.0% |
$12.5K - $13.9K
|
3.26K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-40- 0.48% |
$2.41K - $2.67K
|
8.25K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.5K- 35.0% |
$211K - $233K
|
6.5K
$514K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
74.7K+ 547.0% |
$4.49M - $4.98M
|
88.3K
$6.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.9KNew |
$295K - $327K
|
4.9K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
800New |
$48.1K - $53.3K
|
800
$63.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.01K+ 152.97% |
$121K - $134K
|
3.32K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-6.55K- 4.36% |
$394K - $437K
|
144K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-500- 4.55% |
$30.1K - $33.3K
|
10.5K
$830K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.65K- 13.74% |
$99.3K - $110K
|
10.4K
$819K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-29.5K- 94.83% |
$1.78M - $1.97M
|
1.61K
$127K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 41.67% |
$4.21K - $4.67K
|
238
$18.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-325- 6.39% |
$19.6K - $21.7K
|
4.76K
$376K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
600New |
$36.1K - $40K
|
600
$47.4K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-35.2K- 95.96% |
$2.12M - $2.35M
|
1.48K
$117K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
12.9KNew |
$778K - $862K
|
12.9K
$1.02M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.4K+ 733.33% |
$261K - $296K
|
5K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
6.23KNew |
$370K - $420K
|
6.23K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150New |
$8.91K - $10.1K
|
150
$11.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$5.94K - $6.73K
|
100
$7.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.9KNew |
$351K - $397K
|
5.9K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
5.26KNew |
$312K - $354K
|
5.26K
$416K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
255New |
$15.2K - $17.2K
|
255
$20.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
212New |
$12.6K - $14.3K
|
212
$16.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
5.3KNew |
$315K - $357K
|
5.3K
$419K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.37KNew |
$319K - $362K
|
5.37K
$425K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-135- 0.51% |
$8.02K - $9.09K
|
26.3K
$2.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
125New |
$7.43K - $8.42K
|
125
$9.88K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
53New |
$3.15K - $3.57K
|
53
$4.19K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10+ 0.04% |
$594 - $674
|
24.6K
$1.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
21.6KNew |
$1.28M - $1.45M
|
21.6K
$1.7M
|
|