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 |
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
9,102
shares
|
$578,978
0.1% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
9,067
shares
|
$576,751
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,100
shares
|
$515,241
0.03% of portfolio
|
Q2 2024
Reduced 19.8%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
7,300
shares
|
$464,353
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
7,272
shares
|
$462,571
0.0% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
7,216
shares
|
$459,009
0.06% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
7,032
shares
|
$447,305
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
6,883
shares
|
$437,827
0.0% of portfolio
|
Q1 2024
Reduced 61.53%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,800
shares
|
$432,548
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
6,725
shares
|
$427,777
0.0% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,584
shares
|
$418,808
0.0% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
6,500
shares
|
$413,465
0.01% of portfolio
|
Q4 2024
Reduced 35.0%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
6,000
shares
|
$381,660
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
5,908
shares
|
$375,807
0.04% of portfolio
|
Q1 2025
Added 23.99%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
5,564
shares
|
$353,926
0.13% of portfolio
|
Q2 2023
Reduced 36.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,501
shares
|
$349,918
0.0% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,369
shares
|
$341,522
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,338
shares
|
$339,550
0.0% of portfolio
|
Q4 2024
Added 34.8%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
5,303
shares
|
$337,323
0.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
5,257
shares
|
$334,397
0.01% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
5,255
shares
|
$334,270
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Apr 30, 2025 Q1 2025 |
5,209
shares
|
$331,344
0.18% of portfolio
|
Q1 2025
Added 17.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,000
shares
|
$318,050
0.03% of portfolio
|
Q3 2024
Added 733.33%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
4,977
shares
|
$316,586
0.01% of portfolio
|
Q3 2023
Reduced 6.36%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
4,758
shares
|
$302,656
0.07% of portfolio
|
Q4 2024
Reduced 6.39%
|