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Sabine Royalty Trust (SBR) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Sabine Royalty Trust (NYSE:SBR)

Current
Institutional Ownership
Percentage
15.81%
Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$27.32M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$17.41M
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SBR Institutional Buying and Selling by Quarter

Sabine Royalty Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 1900 Wealth Management LLC4,765$303K0.0%+26.6%0.033%
4/24/2024 Essex Financial Services Inc.11,957$760K0.1%-6.1%0.082%
4/16/2024 Howard Financial Services LTD.25,745$1.63M0.3%+0.7%0.177%
4/10/2024 American National Bank36,185$2.30M0.3%+0.6%0.248%
3/1/2024Creekmur Asset Management LLC2,173$147K0.0%N/A0.015%
2/16/2024Burford Brothers Inc.10,000$677K0.5%N/A0.069%
2/13/2024Holderness Investments Co.6,000$406K0.1%N/A0.041%
2/13/2024Peapack Gladstone Financial Corp22,482$1.53M0.0%-3.0%0.154%
2/9/2024King Luther Capital Management Corp150,107$10.19M0.0%-0.3%1.030%
2/8/2024Beacon Pointe Advisors LLC198,490$13.44M0.2%+2.8%1.361%
2/6/2024Fielder Capital Group LLC11,733$796K0.5%N/A0.080%
2/6/2024TCG Advisory Services LLC4,370$296K0.0%N/A0.030%
2/6/2024 Essex Financial Services Inc.12,736$864K0.1%+12.6%0.087%
2/5/2024Islay Capital Management LLC3,500$237K0.2%+16.7%0.024%
2/2/2024Atria Wealth Solutions Inc.4,115$279K0.0%-20.4%0.028%
2/1/2024 1900 Wealth Management LLC3,765$255K0.0%-25.0%0.026%
2/1/2024Significant Wealth Partners LLC39,090$2.65M1.9%N/A0.268%
1/31/2024Mraz Amerine & Associates Inc.28,312$1.92M0.4%-1.6%0.194%
1/30/2024 Tyche Wealth Partners LLC5,083$345K0.1%N/A0.035%
1/29/2024Koshinski Asset Management Inc.33,085$2.24M0.3%+39.1%0.227%
1/26/2024Geneos Wealth Management Inc.1,615$110K0.0%-13.4%0.011%
1/18/2024Chilton Capital Management LLC49,772$3.37M0.2%-0.4%0.341%
1/16/2024 Raymond James & Associates25,837$1.75M0.0%-2.4%0.177%
11/13/2023Bramshill Investments LLC19,594$1.29M0.2%-9.7%0.134%
11/13/2023Mraz Amerine & Associates Inc.28,762$1.89M0.4%-1.0%0.197%
11/9/2023Navellier & Associates Inc.6,532$430K0.1%-37.5%0.045%
11/8/2023HighTower Advisors LLC9,947$654K0.0%+40.9%0.068%
11/8/2023Pathstone Family Office LLC3,617$238K0.0%N/A0.025%
11/8/2023Atria Wealth Solutions Inc.5,167$340K0.0%+23.5%0.035%
11/8/2023Argent Trust Co4,977$328K0.0%-6.4%0.034%
11/8/2023Moors & Cabot Inc.10,967$723K0.0%+2.8%0.075%
11/7/2023Virtus ETF Advisers LLC3,031$200K0.1%-5.3%0.021%
11/7/2023Quantbot Technologies LP665$44K0.0%-81.6%0.005%
10/24/2023 Raymond James & Associates26,478$1.75M0.0%-1.5%0.182%
10/24/2023 Cambridge Investment Research Advisors Inc.8,732$575K0.0%+2.3%0.060%
10/23/2023Commonwealth Equity Services LLC18,943$1.25M0.0%+3.2%0.130%
10/18/2023Koshinski Asset Management Inc.23,780$1.56M0.2%+8.3%0.163%
10/16/2023 Capital Investment Advisors LLC14,070$925K0.0%-3.6%0.097%
10/11/2023Adviser Investments LLC10,209$673K0.0%N/A0.070%
10/11/2023 Greylin Investment Management Inc9,100$598K0.1%N/A0.062%
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8/21/2023BOKF NA25,000$1.65M0.0%-2.9%0.171%
8/15/2023Beacon Pointe Advisors LLC145,069$9.55M0.2%+453.4%0.995%
8/15/2023Chilton Investment Co. Inc.9,067$598K0.0%N/A0.062%
8/14/2023Perritt Capital Management Inc.2,600$171K0.1%-6.5%0.018%
8/14/2023Chilton Capital Management LLC51,224$3.37M0.2%+0.9%0.351%
8/14/2023Horizon Kinetics Asset Management LLC42,311$2.79M0.1%+20.3%0.290%
8/10/2023Moors & Cabot Inc.10,672$704K0.0%+7.9%0.073%
8/9/2023Veritable L.P.3,617$239K0.0%N/A0.025%
8/9/2023BNP Paribas Arbitrage SNC7,545$498K0.0%-35.7%0.052%
8/9/2023 Essex Financial Services Inc.11,460$756K0.1%-72.9%0.079%
8/8/2023Kovitz Investment Group Partners LLC7,032$463K0.0%N/A0.048%
8/8/2023Prospera Financial Services Inc18,122$1.20M0.0%+10.9%0.124%
8/7/2023Royce & Associates LP42,848$2.83M0.0%-10.1%0.294%
8/4/2023Custos Family Office LLC5,564$367K0.2%-36.8%0.038%
8/4/2023Oxbow Advisors LLC18,661$1.23M0.2%+7.7%0.128%
8/3/2023Atria Wealth Solutions Inc.4,184$276K0.0%+64.9%0.029%
8/3/2023Advisors Capital Management LLC3,450$227K0.0%-9.2%0.024%
8/1/2023 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA6,116$403K0.0%+325.6%0.042%
7/31/2023LPL Financial LLC18,494$1.22M0.0%+4.7%0.127%
7/28/2023Koshinski Asset Management Inc.21,961$1.45M0.2%N/A0.151%
7/27/2023Virtu Financial LLC4,533$299K0.0%N/A0.031%
7/14/2023Ronald Blue Trust Inc.23,665$1.70M0.0%-60.4%0.162%
7/13/2023 Cambridge Investment Research Advisors Inc.8,533$563K0.0%+14.1%0.059%
6/16/2023 DGS Capital Management LLC3,199$230K0.1%-9.6%0.022%
5/23/2023Royce & Associates LP47,648$3.42M0.0%-10.0%0.327%
5/12/2023Perritt Capital Management Inc.2,781$200K0.1%-7.0%0.019%
5/12/2023Argent Trust Co5,315$382K0.0%+18.5%0.036%
5/11/2023Bramshill Investments LLC22,125$1.59M0.2%+1.7%0.152%
5/11/2023BOKF NA25,736$1.85M0.0%+2.9%0.177%
5/11/2023Tucker Asset Management LLC1,000$72K0.0%N/A0.007%
5/11/2023Envestnet Asset Management Inc.9,378$675K0.0%-29.0%0.064%
5/11/2023Fayez Sarofim & Co260,298$18.69M0.1%+29.1%1.785%
5/10/2023Custos Family Office LLC8,809$633K0.4%N/A0.060%
5/10/2023 Disciplined Investments LLC3,545$255K0.1%+209.3%0.024%
5/9/2023Tower Research Capital LLC TRC2,569$184K0.0%N/A0.018%
5/8/2023 Brown Advisory Inc.9,000$646K0.0%+22.4%0.062%
5/5/2023Capital Analysts LLC40,169$2.88M0.2%+58.2%0.276%
5/4/2023Mirae Asset Global Investments Co. Ltd.175,711$12.62M0.0%-42.6%1.205%
5/4/2023Royce & Associates LP47,648$3.42M0.0%-10.0%0.327%
5/2/2023SkyOak Wealth LLC2,902$208K0.1%+8.9%0.020%
5/2/2023 Venturi Wealth Management LLC399$29K0.0%N/A0.003%
4/28/2023 U S Global Investors Inc.20,000$1.44M0.1%-24.5%0.137%
4/28/2023Ameritas Advisory Services LLC1,240$90K0.0%-48.4%0.009%
4/26/2023Oxbow Advisors LLC17,319$1.25M0.2%+8.7%0.119%
4/24/2023TCG Advisory Services LLC2,880$207K0.0%N/A0.020%
4/21/2023PFG Advisors14,796$1.07M0.1%N/A0.101%
4/20/2023Mraz Amerine & Associates Inc.28,862$2.08M0.5%+2.1%0.198%
4/17/2023Ronald Blue Trust Inc.59,831$5.11M0.1%+147.2%0.410%
4/14/2023 Raymond James & Associates26,933$1.93M0.0%+13.0%0.185%
4/12/2023Transcend Capital Advisors LLC14,480$1.04M0.1%N/A0.099%
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4/7/2023 Greylin Investment Management Inc9,100$655K0.1%N/A0.062%
2/21/2023 DGS Capital Management LLC3,540$302K0.2%+12.9%0.024%
2/15/2023Fairfield Bush & CO.6,128$523K0.3%-2.0%0.042%
2/14/2023Chilton Capital Management LLC50,108$4.27M0.3%+2.6%0.344%
2/14/2023Dorsey Wright & Associates432$37K0.0%N/A0.003%
2/13/2023GSA Capital Partners LLP10,333$883K0.1%+157.9%0.071%
2/13/2023Fayez Sarofim & Co201,598$17.23M0.1%-0.6%1.383%
2/10/2023Ameritas Advisory Services LLC2,402$205K0.0%N/A0.016%
2/10/2023Advisor Group Holdings Inc.23,562$2.01M0.0%+7.1%0.162%
2/10/2023Moors & Cabot Inc.9,902$846K0.1%+2.6%0.068%
(Data available from 1/1/2016 forward)

SBR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SBR shares?

During the previous two years, 94 institutional investors and hedge funds held shares of Sabine Royalty Trust. The most heavily invested institutionals were Fayez Sarofim & Co ($18.69M), Beacon Pointe Advisors LLC ($13.44M), Mirae Asset Global Investments Co. Ltd. ($12.62M), King Luther Capital Management Corp ($10.19M), Chilton Capital Management LLC ($3.37M), Capital Analysts LLC ($2.88M), and Royce & Associates LP ($2.83M).Learn more on SBR's institutional investors.

What percentage of Sabine Royalty Trust stock is owned by institutional investors?

15.81% of Sabine Royalty Trust stock is owned by institutional investors. Learn more on SBR's institutional investor holdings.

Which institutional investors have been buying Sabine Royalty Trust stock?

Of the 84 institutional investors that purchased Sabine Royalty Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mirae Asset Global Investments Co. Ltd. ($569.27K), Walker Asset Management LLC ($292.66K), Beacon Pointe Advisors LLC ($124.17K), Edge Capital Group LLC ($64.23K), Ronald Blue Trust Inc. ($59.74K), Fayez Sarofim & Co ($58.70K), and Significant Wealth Partners LLC ($39.09K).

How much institutional buying is happening at Sabine Royalty Trust?

Institutional investors have bought a total of 1,712,585 shares in the last 24 months. This purchase volume represents approximately $108.52M in transactions.

Which Sabine Royalty Trust major shareholders have been selling company stock?

Of the 39 institutional investors that sold Sabine Royalty Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mirae Asset Global Investments Co. Ltd. ($130.62K), Royce & Associates LP ($45.10K), Essex Financial Services Inc. ($40.23K), Ronald Blue Trust Inc. ($36.17K), Edge Capital Group LLC ($33.11K), Capital Analysts LLC ($13.50K), and King Luther Capital Management Corp ($11.40K).

How much institutional selling is happening at Sabine Royalty Trust?

Institutional investors have sold a total of 386,779 shares in the last 24 months. This volume of shares sold represents approximately $26.73M in transactions.


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This page (NYSE:SBR) was last updated on 4/27/2024 by MarketBeat.com Staff

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