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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
6,110
shares
|
$483,117
0.0% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
6,000
shares
|
$474,419
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
5,982
shares
|
$472,996
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
5,908
shares
|
$467,145
0.03% of portfolio
|
Q1 2025
Added 23.99%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
5,564
shares
|
$439,945
0.26% of portfolio
|
Q2 2023
Reduced 36.84%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
5,407
shares
|
$427,531
0.02% of portfolio
|
Q3 2025
Reduced 12.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,369
shares
|
$424,526
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
5,349
shares
|
$422,945
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
5,338
shares
|
$422,075
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 03, 2025 Q3 2025 |
5,301
shares
|
$419,150
0.21% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
5,255
shares
|
$415,512
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,000
shares
|
$395,349
0.03% of portfolio
|
Q3 2024
Added 733.33%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,977
shares
|
$393,531
0.01% of portfolio
|
Q3 2023
Reduced 6.36%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2025 Q3 2025 |
4,821
shares
|
$381,196
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
4,758
shares
|
$376,215
0.07% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
4,570
shares
|
$361,349
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
4,470
shares
|
$353,442
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
4,078
shares
|
$322,447
0.04% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,937
shares
|
$311,298
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
3,902
shares
|
$308,531
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
3,853
shares
|
$304,656
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
3,819
shares
|
$301,968
0.0% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
3,617
shares
|
$285,996
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,617
shares
|
$285,996
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
3,570
shares
|
$282,279
0.0% of portfolio
|
Q2 2025
Reduced 9.98%
|
|