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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
10,600
shares
|
$838,141
0.03% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
10,500
shares
|
$830,234
0.05% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
10,357
shares
|
$818,927
0.03% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
10,210
shares
|
$807,304
0.0% of portfolio
|
Q3 2025
Reduced 38.9%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
10,142
shares
|
$801,927
0.34% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
10,081
shares
|
$797,104
0.05% of portfolio
|
Q2 2020
Added 0.81%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
9,577
shares
|
$757,253
0.17% of portfolio
|
Q3 2025
Reduced 15.82%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
9,210
shares
|
$728,234
0.05% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
9,102
shares
|
$719,695
0.1% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
9,100
shares
|
$719,536
0.0% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
9,076
shares
|
$717,639
0.09% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
9,039
shares
|
$714,713
0.5% of portfolio
|
Q3 2025
Added 122.58%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,500
shares
|
$672,095
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,747
shares
|
$612,555
0.0% of portfolio
|
Q3 2025
Added 81.13%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
7,721
shares
|
$610,499
0.01% of portfolio
|
Q3 2025
Reduced 16.05%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
7,572
shares
|
$598,718
0.01% of portfolio
|
Q3 2025
Reduced 16.49%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
7,300
shares
|
$577,211
0.01% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
7,072
shares
|
$559,183
0.0% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
7,054
shares
|
$557,759
0.0% of portfolio
|
Q3 2025
Added 19.03%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
7,032
shares
|
$556,020
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
6,883
shares
|
$544,238
0.0% of portfolio
|
Q1 2024
Reduced 61.53%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,800
shares
|
$537,676
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
6,500
shares
|
$513,954
0.01% of portfolio
|
Q4 2024
Reduced 35.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
6,282
shares
|
$496,717
0.0% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
6,116
shares
|
$483,592
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|