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 |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
1,000
shares
|
$66,260
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
866
shares
|
$57,381
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Campbell Capital Management Inc
|
Feb 10, 2025 Q4 2024 |
800
shares
|
$53,008
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
744
shares
|
$49,297
0.0% of portfolio
|
Q4 2024
Reduced 27.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
630
shares
|
$41,743
0.0% of portfolio
|
Q1 2024
Added 46.51%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
600
shares
|
$39,756
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
540
shares
|
$35,780
0.0% of portfolio
|
Q1 2023
Reduced 79.17%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
500
shares
|
$33,130
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
427
shares
|
$28,293
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
399
shares
|
$26,437
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
238
shares
|
$15,769
0.0% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
236
shares
|
$15,637
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
230
shares
|
$15,239
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
160
shares
|
$10,601
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
150
shares
|
$9,939
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
125
shares
|
$8,282
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
115
shares
|
$7,619
0.0% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
114
shares
|
$7,553
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
100
shares
|
$6,626
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
55
shares
|
$3,644
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
53
shares
|
$3,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
50
shares
|
$3,313
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
47
shares
|
$3,114
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
45
shares
|
$2,981
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
22
shares
|
$1,457
0.0% of portfolio
|
Q4 2022
New holding
|