Free Trial
→ Your Bank Account Is No Longer Safe (From Priority Gold) (Ad) Free SBR Stock Alerts

Sabine Royalty Trust (SBR) Institutional Ownership

Sabine Royalty Trust logo
$66.32 +0.15 (+0.22%)
Closing price 07/24/2025 03:59 PM Eastern
Extended Trading
$65.30 -1.01 (-1.53%)
As of 07/24/2025 07:23 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
15.81%
Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$40.62M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$13.02M
Get SBR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Sabine Royalty Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SBR Institutional Buying and Selling by Quarter

Sabine Royalty Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/24/2025Blue Trust Inc.17,009$1.13M0.0%-41.0%0.117%
7/23/2025 Mraz Amerine & Associates Inc.24,525$1.63M0.3%-1.0%0.168%
7/18/2025 PFG Investments LLC3,898$260K0.0%N/A0.027%
7/17/2025 Capital Investment Advisors LLC12,653$841K0.0%+1.5%0.087%
7/15/2025 Significant Wealth Partners LLC4,739$315K0.2%-9.0%0.033%
7/10/2025 Moody National Bank Trust Division35,185$2.35M0.2%N/A0.241%
7/10/2025 Wealth Enhancement Advisory Services LLC3,570$237K0.0%-10.0%0.024%
7/2/2025 Howard Financial Services LTD.67,814$4.51M0.6%-12.4%0.465%
5/19/2025Jane Street Group LLC11,404$772K0.0%N/A0.078%
5/19/2025SCS Capital Management LLC31,115$2.11M0.0%N/A0.213%
5/15/2025Focus Partners Advisor Solutions LLC3,058$207K0.0%N/A0.021%
5/15/2025State of Wyoming8,960$607K0.1%+24.2%0.061%
5/14/2025Capital Analysts LLC23,595$1.60M0.1%-2.7%0.162%
5/14/2025RWA Wealth Partners LLC9,362$634K0.0%-8.9%0.064%
5/13/2025Kovitz Investment Group Partners LLC7,032$474K0.0%N/A0.048%
5/13/2025HighTower Advisors LLC6,725$454K0.0%+3.8%0.046%
5/12/2025Fayez Sarofim & Co225,636$15.27M0.0%-11.7%1.548%
5/8/2025Moors & Cabot Inc.18,841$1.28M0.1%-33.1%0.129%
5/8/2025XTX Topco Ltd3,864$262K0.0%N/A0.027%
5/7/2025LPL Financial LLC22,035$1.49M0.0%+16.1%0.151%
5/6/2025Cetera Investment Advisers5,501$372K0.0%-7.1%0.038%
4/30/2025Allworth Financial LP3,286$219K0.0%-37.8%0.023%
4/30/2025 Significant Wealth Partners LLC5,209$351K0.2%+17.1%0.036%
4/29/2025Chilton Capital Management LLC41,027$2.77M0.1%-11.0%0.281%
4/29/2025Concurrent Investment Advisors LLC28,424$1.92M0.0%+0.8%0.195%
4/25/2025 Essex Financial Services Inc.9,415$637K0.0%-4.3%0.065%
4/17/2025 1900 Wealth Management LLC5,908$399K0.0%+24.0%0.041%
4/16/2025 Wealth Enhancement Advisory Services LLC3,966$268K0.0%+5.3%0.027%
4/14/2025 Capital Investment Advisors LLC12,460$841K0.0%-6.0%0.085%
4/10/2025 Clare Market Investments LLC27,793$1.88M0.5%+19.3%0.191%
4/7/2025 GAMMA Investing LLC406$27K0.0%+6,666.7%0.003%
2/17/2025Two Sigma Investments LP13,817$895K0.0%-53.8%0.095%
2/17/2025State of Wyoming7,216$468K0.1%-13.2%0.049%
2/17/2025Lazard Asset Management LLC5,338$345K0.0%+34.8%0.037%
2/17/2025Cetera Investment Advisers5,922$384K0.0%+4.1%0.041%
2/17/2025BOKF NA6,500$419K0.0%-35.0%0.045%
2/17/2025Bank of America Corp DE23,163$1.50M0.0%-29.9%0.159%
2/17/2025Ameriprise Financial Inc.7,304$473K0.0%-6.7%0.050%
2/14/2025Mercer Global Advisors Inc. ADV16,443$1.07M0.0%-5.2%0.113%
2/14/2025Beacon Pointe Advisors LLC188,111$12.19M0.1%+289.7%1.290%
Top 5 Stocks Under $5 You Can’t Miss (Ad)

5 Best Cheap Stocks Under $5! Ready to discover hidden gems in the stock market? 📈 Download our free report featuring 5 top stocks trading under $5 with massive growth potential.

Perfect for value-driven investors looking to uncover low-priced winners. Don’t miss out!
2/14/2025Virtus ETF Advisers LLC2,923$189K0.1%+14.0%0.020%
2/14/2025Capital Analysts LLC24,245$1.57M0.1%+0.8%0.166%
2/14/2025Fayez Sarofim & Co255,636$16.57M0.0%-7.3%1.753%
2/14/2025Stifel Financial Corp15,391$998K0.0%+1.8%0.106%
2/13/2025Fairfield Bush & CO.4,403$285K0.2%-17.0%0.030%
2/13/2025Mariner LLC3,261$211K0.0%-6.0%0.022%
2/13/2025Raymond James Financial Inc.29,620$1.92M0.0%N/A0.203%
2/13/2025Peapack Gladstone Financial Corp21,021$1.36M0.0%-1.9%0.144%
2/13/2025Envestnet Asset Management Inc.6,696$434K0.0%-21.6%0.046%
2/13/2025Rahlfs Capital LLC11,885$770K0.7%N/A0.082%
2/13/2025Wells Fargo & Company MN20,904$1.36M0.0%-42.9%0.143%
2/13/2025Islay Capital Management LLC4,000$259K0.2%+14.3%0.027%
2/12/2025JPMorgan Chase & Co.744$48K0.0%-27.6%0.005%
2/12/2025TrueMark Investments LLC88,303$5.72M1.8%+547.0%0.606%
2/11/2025FineMark National Bank & Trust4,903$318K0.0%N/A0.034%
2/11/2025LPL Financial LLC18,973$1.23M0.0%-30.0%0.130%
2/10/2025Horizon Kinetics Asset Management LLC109,921$7.12M0.1%+9.5%0.754%
2/10/2025Campbell Capital Management Inc.800$52K0.0%N/A0.005%
2/10/2025Commonwealth Equity Services LLC24,038$1.56M0.0%+2.2%0.165%
2/7/2025Moors & Cabot Inc.28,160$1.83M0.1%+9.7%0.193%
2/7/2025King Luther Capital Management Corp143,555$9.30M0.0%-4.4%0.985%
2/7/2025 Clare Market Investments LLC23,293$1.51M0.4%N/A0.160%
2/7/2025PNC Financial Services Group Inc.3,324$215K0.0%+153.0%0.023%
2/6/2025Raymond James Financial Inc.29,620$1.92M0.0%N/A0.203%
2/6/2025Verdence Capital Advisors LLC10,500$681K0.1%-4.5%0.072%
2/6/2025Exencial Wealth Advisors LLC10,357$671K0.0%-13.7%0.071%
2/4/2025 BankPlus Trust Department1,400$91K0.0%N/A0.010%
2/4/2025Edge Capital Group LLC1,609$104K0.0%-94.8%0.011%
2/3/2025Concurrent Investment Advisors LLC28,211$1.83M0.0%+2.2%0.193%
1/31/2025 Mraz Amerine & Associates Inc.24,708$1.60M0.3%-3.7%0.169%
1/30/2025Blue Trust Inc.28,842$1.87M0.0%+15.4%0.198%
1/27/2025 Tyche Wealth Partners LLC4,758$308K0.1%-6.4%0.033%
1/21/2025Geneos Wealth Management Inc.4,727$306K0.0%+1,683.8%0.032%
1/17/2025 Signature Resources Capital Management LLC600$39K0.0%N/A0.000%
1/16/2025M.E. Allison & CO. Inc.3,999$259K0.3%N/A0.027%
1/15/2025 Howard Financial Services LTD.77,336$5.01M0.7%+14.6%0.530%
1/14/2025 Sendero Wealth Management LLC12,927$838K0.1%N/A0.089%
12/26/2024JPMorgan Chase & Co.1,028$64K0.0%+79.7%0.007%
11/26/2024Peapack Gladstone Financial Corp21,420$1.32M0.0%-1.4%0.147%
11/18/2024Sunbelt Securities Inc.5,000$309K0.0%+733.3%0.034%
11/15/2024State Street Corp6,505$402K0.0%+3.8%0.000%
11/15/2024Stifel Financial Corp15,122$934K0.0%-3.2%0.000%
11/15/2024HighTower Advisors LLC6,334$391K0.0%-7.0%0.000%
11/14/2024Captrust Financial Advisors3,729$230K0.0%N/A0.000%
11/13/2024Horizon Kinetics Asset Management LLC100,368$6.20M0.1%+0.7%0.000%
11/8/2024Moors & Cabot Inc.25,659$1.59M0.1%+6.9%0.000%
11/8/2024Prospera Financial Services Inc28,519$1.76M0.0%+12.1%0.000%
11/1/2024Verdence Capital Advisors LLC11,000$679K0.1%-5.2%0.000%
11/1/2024 Philip James Wealth Mangement LLC5,302$327K0.0%N/A0.000%
10/31/2024Concurrent Investment Advisors LLC27,614$1.70M0.1%+491.9%0.189%
Bitcoin Beats Gold — But This Coin Could Beat Them Both (Ad)

Bitcoin just hit a record high—but it’s not the top crypto play right now. Crypto analyst Juan Villaverde, who called Bitcoin’s breakout to $100K nearly to the day, says a lesser-known coin could be even bigger. It’s faster, cheaper, and backed by Google, Visa, and top VCs with over $200 million already invested.

Get the name of this “third pillar” crypto in Juan’s free report →
10/23/2024 Mraz Amerine & Associates Inc.25,658$1.58M0.3%-1.2%0.000%
10/9/2024BWM Planning LLC21,552$1.33M0.6%N/A0.148%
10/8/2024 Howard Financial Services LTD.67,496$4.16M0.6%+160.8%0.463%
10/2/2024 American National Bank & Trust36,668$2.27M0.3%+1.3%0.000%
8/12/2024Hsbc Holdings PLC5,000$323K0.0%N/A0.034%
8/9/2024Moors & Cabot Inc.23,998$1.55M0.1%+0.8%0.165%
8/1/2024Chilton Capital Management LLC45,856$2.96M0.1%-4.2%0.315%
8/1/2024 Mraz Amerine & Associates Inc.25,958$1.68M0.3%-2.2%0.178%
8/1/2024Fielder Capital Group LLC11,377$736K0.3%-3.0%0.078%
7/31/2024 Essex Financial Services Inc.9,923$642K0.0%-17.0%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, 100 institutional investors and hedge funds held shares of Sabine Royalty Trust. The most heavily invested institutionals were Fayez Sarofim & Co ($15.27M), Beacon Pointe Advisors LLC ($12.19M), Mirae Asset Global Investments Co. Ltd. ($11.17M), King Luther Capital Management Corp ($9.30M), Horizon Kinetics Asset Management LLC ($7.12M), TrueMark Investments LLC ($5.72M), and Howard Financial Services LTD. ($4.51M).Learn more on Sabine Royalty Trust's institutional investors.

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

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

Which institutional investors have been buying Sabine Royalty Trust's stock?

Of the 73 institutional investors that purchased Sabine Royalty Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Pointe Advisors LLC ($264.01K), Mirae Asset Global Investments Co. Ltd. ($175.71K), TrueMark Investments LLC ($91.76K), Raymond James Financial Inc. ($59.24K), Howard Financial Services LTD. ($51.64K), Significant Wealth Partners LLC ($39.85K), and Moody National Bank Trust Division ($35.19K).

How much institutional buying is happening at Sabine Royalty Trust?

Institutional investors have bought a total of 627,858 shares in the last 24 months. This purchase volume represents approximately $40.62M in transactions.

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

Of the 35 institutional investors that sold Sabine Royalty Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fayez Sarofim & Co ($50K), Edge Capital Group LLC ($29.51K), Two Sigma Investments LP ($16.08K), Wells Fargo & Company MN ($15.71K), Blue Trust Inc. ($11.83K), Bank of America Corp DE ($9.86K), and Howard Financial Services LTD. ($9.62K).

How much institutional selling is happening at Sabine Royalty Trust?

Institutional investors have sold a total of 198,238 shares in the last 24 months. This volume of shares sold represents approximately $13.02M in transactions.


Related Companies

This page (NYSE:SBR) was last updated on 7/25/2025 by MarketBeat.com Staff
From Our Partners
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Treasury Secretary Bessent Is Betting Big on Gold
When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal. Now a veteran gol...
Golden Portfolio | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
Special gold investment soars 2,300% ... 5,090% ... 9,850%
In my 54 years as an investor, I’ve seen my share of gold bull markets. But nothing comes close to the rall...
Weiss Ratings | Sponsored
How to Collect Up To $5,917/mo From Trump’s Made In USA Boom
How to Collect Up To $5,917/mo From Trump's Made In USA Boom Thanks to President Trump's America-First poli...
Investors Alley | Sponsored