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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12.1KNew |
$793K - $1.08M
|
12.1K
$953K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
59New |
$3.88K - $5.29K
|
59
$4.67K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.4K+ 209.34% |
$158K - $215K
|
3.55K
$280K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
399New |
$26.3K - $35.8K
|
399
$31.5K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
238+ 8.93% |
$15.7K - $21.3K
|
2.9K
$229K
|
|
|
Apr 28, 2023
Q1 2023
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-6.5K- 24.53% |
$428K - $583K
|
20K
$1.58M
|
|
| Q4 2022 | |||||||
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22New |
$1.71K - $1.92K
|
22
$1.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5.56KNew |
$432K - $486K
|
5.56K
$440K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-2.07K- 8.87% |
$160K - $181K
|
21.2K
$1.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
34New |
$2.64K - $2.97K
|
34
$2.69K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
566New |
$43.9K - $49.5K
|
566
$44.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
2.4KNew |
$186K - $210K
|
2.4K
$190K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6New |
$466 - $525
|
6
$474
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
3.05KNew |
$237K - $267K
|
3.05K
$241K
|
|
|
Jan 26, 2023
Q4 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
2.74KNew |
$213K - $240K
|
2.74K
$217K
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-73- 2.09% |
$5.67K - $6.38K
|
3.42K
$270K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
500New |
$38.8K - $43.7K
|
500
$39.5K
|
|
| Q3 2022 | |||||||
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25- 15.63% |
$1.42K - $2.05K
|
135
$10.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3New |
$170 - $246
|
3
$237
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.01KNew |
$171K - $248K
|
3.01K
$238K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
200+ 25.0% |
$11.3K - $16.4K
|
1K
$79.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
2.5KNew |
$142K - $205K
|
2.5K
$198K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
45New |
$2.55K - $3.7K
|
45
$3.56K
|
|
|
Oct 06, 2022
Q3 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-500- 2.04% |
$28.3K - $41.1K
|
24K
$1.9M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-23.9KClosed |
$1.39M - $2.09M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
200+ 8.0% |
$11.6K - $17.5K
|
2.7K
$213K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
3New |
$175 - $262
|
3
$237
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-600Closed |
$34.9K - $52.4K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
6.6KNew |
$384K - $577K
|
6.6K
$522K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
339New |
$19.7K - $29.6K
|
339
$26.8K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
312New |
$18.2K - $27.3K
|
312
$24.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
50New |
$2.91K - $4.37K
|
50
$3.95K
|
|
| Q1 2022 | |||||||
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1KNew |
$42.3K - $61.5K
|
1K
$79.1K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-720- 35.64% |
$30.4K - $44.3K
|
1.3K
$103K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-163Closed |
$6.89K - $10K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-700Closed |
$29.6K - $43K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1KNew |
$39.8K - $44.8K
|
1K
$79.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Wildcat Capital Management, LLC
|
SELL
|
- |
-315KClosed |
$12.5M - $14.1M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
15.3KNew |
$607K - $683K
|
15.3K
$1.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
45New |
$1.79K - $2.01K
|
45
$3.56K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.43K- 39.7% |
$56.7K - $63.8K
|
2.16K
$171K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
49New |
$1.95K - $2.19K
|
49
$3.87K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-53Closed |
$1.64K - $2.14K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-29.4KClosed |
$906K - $1.18M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-440Closed |
$13.6K - $17.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
350New |
$10.2K - $12.2K
|
350
$27.7K
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-350Closed |
$10.2K - $12.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-600Closed |
$17.4K - $21K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5Closed |
$145 - $175
|
0
$0
|
|