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 154 institutions that hold shares in the stock, with a total of 2.29 Million shares, which have been reported (via 13F filing form) to have a value of $181 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
22,320
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
21,552
shares
|
$1.7 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
20,513
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
18,603
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 32.53%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
17,771
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
17,009
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 41.03%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,497
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
16,022
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
15,623
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
15,362
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Added 227.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
15,152
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
14,978
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2025
Reduced 19.22%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
14,846
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
14,607
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
14,480
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Mcdaniel Terry & CO
|
Oct 22, 2025 Q3 2025 |
14,000
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2017
New holding
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
12,927
shares
|
$1.02 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,797
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
12,680
shares
|
$1 Million
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
12,420
shares
|
$982,049
0.02% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Nov 12, 2025 Q3 2025 |
11,985
shares
|
$947,653
0.75% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
11,600
shares
|
$917,211
0.09% of portfolio
|
Q2 2017
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,200
shares
|
$885,583
0.0% of portfolio
|
Q3 2025
Reduced 13.88%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
10,801
shares
|
$854,035
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
10,800
shares
|
$853,955
0.0% of portfolio
|
Q2 2025
Added 41.25%
|
|