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 130 institutions that hold shares in the stock, with a total of 1.92 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
18,247
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
17,139
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
16,443
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
15,391
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
14,796
shares
|
$980,382
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
14,480
shares
|
$959,444
0.07% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
14,000
shares
|
$927,640
0.07% of portfolio
|
Q2 2017
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
13,817
shares
|
$915,514
0.0% of portfolio
|
Q4 2024
Reduced 53.78%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,260
shares
|
$878,607
0.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
12,927
shares
|
$856,543
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,797
shares
|
$847,929
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
12,680
shares
|
$840,176
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Feb 12, 2025 Q4 2024 |
11,885
shares
|
$787,500
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
11,600
shares
|
$768,616
0.08% of portfolio
|
Q2 2017
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
11,377
shares
|
$753,840
0.23% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
10,500
shares
|
$695,730
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
10,500
shares
|
$695,730
0.06% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
10,357
shares
|
$686,254
0.03% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
10,273
shares
|
$680,688
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
10,081
shares
|
$667,967
0.04% of portfolio
|
Q2 2020
Added 0.81%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
10,000
shares
|
$662,600
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
9,837
shares
|
$651,799
0.05% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
9,400
shares
|
$622,844
0.0% of portfolio
|
Q2 2024
Added 4.44%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
9,102
shares
|
$603,098
0.1% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
9,067
shares
|
$600,779
0.02% of portfolio
|
Q2 2023
New holding
|