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 |
|---|---|---|---|---|---|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
4,758
shares
|
$315,265
0.07% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,727
shares
|
$313,211
0.01% of portfolio
|
Q4 2024
Added 1683.77%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Feb 11, 2025 Q4 2024 |
4,449
shares
|
$294,790
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
4,403
shares
|
$291,742
0.17% of portfolio
|
Q4 2024
Reduced 16.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
4,174
shares
|
$276,569
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
4,091
shares
|
$271,069
0.04% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
4,000
shares
|
$265,040
0.19% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
3,999
shares
|
$264,973
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
3,766
shares
|
$249,535
0.0% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,729
shares
|
$247,083
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
3,617
shares
|
$239,662
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,617
shares
|
$239,662
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
3,539
shares
|
$234,494
0.0% of portfolio
|
Q3 2023
Reduced 8.03%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
3,417
shares
|
$226,410
0.06% of portfolio
|
Q4 2022
Reduced 2.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,324
shares
|
$220,248
0.0% of portfolio
|
Q4 2024
Added 152.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,261
shares
|
$216,073
0.0% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,923
shares
|
$193,677
0.08% of portfolio
|
Q4 2024
Added 14.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,579
shares
|
$170,884
0.09% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,020
shares
|
$133,845
0.01% of portfolio
|
Q1 2022
Reduced 35.64%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,609
shares
|
$106,612
0.01% of portfolio
|
Q4 2024
Reduced 94.83%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
1,483
shares
|
$98,263
0.01% of portfolio
|
Q4 2024
Reduced 95.96%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
1,437
shares
|
$95,215
0.0% of portfolio
|
Q2 2024
Reduced 76.5%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
1,400
shares
|
$92,764
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,293
shares
|
$85,674
0.0% of portfolio
|
Q4 2024
Reduced 54.73%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$66,260
0.01% of portfolio
|
Q1 2022
New holding
|