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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,554
shares
|
$281,014
0.0% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
3,500
shares
|
$276,745
0.18% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
3,493
shares
|
$276,191
0.0% of portfolio
|
Q3 2025
Reduced 85.54%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,417
shares
|
$270,182
0.06% of portfolio
|
Q4 2022
Reduced 2.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,324
shares
|
$262,828
0.0% of portfolio
|
Q4 2024
Added 152.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,078
shares
|
$243,377
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,000
shares
|
$237,209
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
2,956
shares
|
$233,730
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
2,890
shares
|
$228,512
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
2,776
shares
|
$219,498
0.11% of portfolio
|
Q3 2025
Reduced 29.74%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,554
shares
|
$201,944
0.1% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Iron Bridge Private Wealth, LLC
|
Oct 30, 2025 Q3 2025 |
2,540
shares
|
$200,837
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
2,217
shares
|
$175,298
0.05% of portfolio
|
Q3 2025
Reduced 14.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,115
shares
|
$167,233
0.0% of portfolio
|
Q2 2025
Added 65.61%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,064
shares
|
$163,200
0.0% of portfolio
|
Q3 2025
Added 80.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,020
shares
|
$159,721
0.01% of portfolio
|
Q1 2022
Reduced 35.64%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,777
shares
|
$140,507
0.0% of portfolio
|
Q3 2025
Reduced 66.2%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,609
shares
|
$127,223
0.01% of portfolio
|
Q4 2024
Reduced 94.83%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
1,483
shares
|
$117,260
0.01% of portfolio
|
Q4 2024
Reduced 95.96%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
1,437
shares
|
$113,623
0.0% of portfolio
|
Q2 2024
Reduced 76.5%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
1,360
shares
|
$107,535
0.03% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,163
shares
|
$91,958
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,040
shares
|
$82,232
0.0% of portfolio
|
Q3 2025
Added 92.59%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$79,070
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,000
shares
|
$79,070
0.03% of portfolio
|
Q2 2025
New holding
|
|