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 |
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,690
shares
|
$298,330
0.0% of portfolio
|
Q1 2025
Added 530.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,177
shares
|
$265,698
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
4,091
shares
|
$260,228
0.03% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
4,061
shares
|
$258,320
0.27% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
4,051
shares
|
$257,684
0.17% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
4,000
shares
|
$254,440
0.2% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
3,966
shares
|
$252,277
0.0% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
3,864
shares
|
$245,789
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
3,819
shares
|
$242,926
0.0% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,729
shares
|
$237,201
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
3,617
shares
|
$230,077
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,617
shares
|
$230,077
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
3,417
shares
|
$217,355
0.06% of portfolio
|
Q4 2022
Reduced 2.09%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
3,389
shares
|
$215,574
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,324
shares
|
$211,439
0.0% of portfolio
|
Q4 2024
Added 152.97%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,286
shares
|
$209,022
0.0% of portfolio
|
Q1 2025
Reduced 37.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,261
shares
|
$207,432
0.0% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
3,000
shares
|
$190,830
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,923
shares
|
$185,932
0.08% of portfolio
|
Q4 2024
Added 14.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
2,579
shares
|
$164,050
0.1% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,020
shares
|
$128,492
0.01% of portfolio
|
Q1 2022
Reduced 35.64%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,651
shares
|
$105,020
0.0% of portfolio
|
Q1 2025
Added 27.69%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,609
shares
|
$102,348
0.01% of portfolio
|
Q4 2024
Reduced 94.83%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
1,483
shares
|
$94,333
0.01% of portfolio
|
Q4 2024
Reduced 95.96%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,437
shares
|
$91,407
0.0% of portfolio
|
Q2 2024
Reduced 76.5%
|