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 126 institutions that hold shares in the stock, with a total of 1.79 Million shares, which have been reported (via 13F filing form) to have a value of $114 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 |
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
17,139
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
16,443
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
16,442
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 86.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,318
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
16,226
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 45.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
15,652
shares
|
$995,623
0.0% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
14,796
shares
|
$941,173
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
14,480
shares
|
$921,072
0.07% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
14,000
shares
|
$890,540
0.08% of portfolio
|
Q2 2017
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
13,817
shares
|
$878,899
0.0% of portfolio
|
Q4 2024
Reduced 53.78%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
12,927
shares
|
$822,286
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,797
shares
|
$814,017
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
12,680
shares
|
$806,574
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
12,460
shares
|
$792,580
0.02% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
May 14, 2025 Q1 2025 |
11,810
shares
|
$751,234
0.8% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
11,600
shares
|
$737,876
0.08% of portfolio
|
Q2 2017
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
11,377
shares
|
$723,690
0.22% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
10,600
shares
|
$674,266
0.03% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
10,500
shares
|
$667,905
0.06% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
10,357
shares
|
$658,808
0.03% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
10,081
shares
|
$641,252
0.05% of portfolio
|
Q2 2020
Added 0.81%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
10,000
shares
|
$636,100
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
9,415
shares
|
$598,888
0.05% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
9,400
shares
|
$597,934
0.0% of portfolio
|
Q2 2024
Added 4.44%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
9,362
shares
|
$595,516
0.01% of portfolio
|
Q1 2025
Reduced 8.87%
|