Institutional Ownership Sabine Royalty Trust (SBR)
This table provides information about the institutional ownership of Sabine Royalty Trust (SBR). We have compiled data on the 128 institutions that hold shares in the stock, with a total of 1.84 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
255,636
shares
|
$17 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
188,111
shares
|
$12.5 Million
0.14% of portfolio
|
Q4 2024
Added 289.67%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
143,555
shares
|
$9.53 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
109,921
shares
|
$7.3 Million
0.1% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
77,433
shares
|
$5.14 Million
0.71% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
46,093
shares
|
$3.06 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
40,823
shares
|
$2.71 Million
0.0% of portfolio
|
Q4 2024
Reduced 31.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
29,620
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
29,483
shares
|
$1.96 Million
0.05% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
28,842
shares
|
$1.91 Million
0.03% of portfolio
|
Q4 2024
Added 15.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
28,211
shares
|
$1.87 Million
0.05% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
28,160
shares
|
$1.87 Million
0.09% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Apr 10, 2025 Q1 2025 |
27,793
shares
|
$1.85 Million
0.5% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,292
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
24,708
shares
|
$1.64 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
24,245
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,038
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
24,024
shares
|
$1.59 Million
0.46% of portfolio
|
Q3 2022
Reduced 2.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
23,163
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 29.85%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
21,552
shares
|
$1.43 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
21,127
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
21,021
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
20,904
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 42.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
18,973
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.04%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
18,247
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 7.62%
|