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Sabine Royalty Trust (SBR) Institutional Ownership

Sabine Royalty Trust logo
$71.86 +0.19 (+0.26%)
As of 02:59 PM Eastern
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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)
55
Total
Institutional Inflows
(last 12 months)
$43.32M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$20.40M
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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
8/14/2025Qube Research & Technologies Ltd21,405$1.43M0.0%-6.1%0.147%
8/14/2025Fayez Sarofim & Co134,038$8.94M0.0%-40.6%0.919%
8/13/2025Cresset Asset Management LLC13,005$867K0.0%N/A0.089%
8/13/2025Brown Advisory Inc.9,100$607K0.0%-3.2%0.062%
8/13/2025Marshall Wace LLP23,172$1.55M0.0%N/A0.159%
8/13/2025Beacon Pointe Advisors LLC195,894$13.02M0.1%+1.3%1.344%
8/13/2025Virtus Investment Advisers LLC2,593$173K0.1%+7.2%0.018%
8/12/2025 Horizon Kinetics Asset Management LLC109,521$7.30M0.1%-7.4%0.751%
8/12/2025 JPMorgan Chase & Co.4,017$268K0.0%-14.3%0.028%
8/8/2025 Cetera Investment Advisers5,926$395K0.0%+7.7%0.041%
8/8/2025 Islay Capital Management LLC3,000$199K0.1%-25.0%0.021%
8/7/2025 Allworth Financial LP386$26K0.0%-88.3%0.003%
8/7/2025 Americana Partners LLC37,155$2.47M0.1%N/A0.255%
8/6/2025 Prospera Financial Services Inc31,059$2.07M0.0%+4.9%0.213%
8/6/2025 RWA Wealth Partners LLC9,197$613K0.0%-1.8%0.063%
8/6/2025 Moors & Cabot Inc.18,542$1.24M0.1%-1.6%0.127%
8/4/2025 Quaker Wealth Management LLC1,000$66K0.0%-200.0%0.007%
8/1/2025 Chilton Capital Management LLC35,523$2.36M0.1%-13.4%0.244%
7/31/2025 Carnegie Investment Counsel7,507$501K0.0%+2.8%0.051%
7/25/2025 Atria Wealth Solutions Inc.3,078$205K0.0%N/A0.021%
7/25/2025 Concurrent Investment Advisors LLC25,355$1.69M0.0%-10.8%0.174%
7/24/2025 Blue 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%
5/15/2025 Focus 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%
5/14/2025 RWA Wealth Partners LLC9,362$634K0.0%-8.9%0.064%
5/13/2025Kovitz Investment Group Partners LLC7,032$474K0.0%N/A0.048%
5/13/2025 HighTower Advisors LLC6,725$454K0.0%+3.8%0.046%
5/12/2025Fayez Sarofim & Co225,636$15.27M0.0%-11.7%1.548%
5/8/2025 Moors & Cabot Inc.18,841$1.28M0.1%-33.1%0.129%
5/8/2025 XTX Topco Ltd3,864$262K0.0%N/A0.027%
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5/7/2025 LPL Financial LLC22,035$1.49M0.0%+16.1%0.151%
5/6/2025 Cetera Investment Advisers5,501$372K0.0%-7.1%0.038%
4/30/2025 Allworth Financial LP3,286$219K0.0%-37.8%0.023%
4/30/2025 Significant Wealth Partners LLC5,209$351K0.2%+17.1%0.036%
4/29/2025 Chilton Capital Management LLC41,027$2.77M0.1%-11.0%0.281%
4/29/2025 Concurrent 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%
2/17/2025 Cetera Investment Advisers5,922$384K0.0%+4.1%0.041%
2/17/2025 BOKF 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%
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%
2/13/2025 Envestnet Asset Management Inc.6,696$434K0.0%-21.6%0.046%
2/13/2025 Rahlfs Capital LLC11,885$770K0.7%N/A0.082%
2/13/2025Wells Fargo & Company MN20,904$1.36M0.0%-42.9%0.143%
2/13/2025 Islay Capital Management LLC4,000$259K0.2%+14.3%0.027%
2/12/2025 JPMorgan Chase & Co.744$48K0.0%-27.6%0.005%
2/12/2025 TrueMark Investments LLC88,303$5.72M1.8%+547.0%0.606%
2/11/2025 FineMark National Bank & Trust4,903$318K0.0%N/A0.034%
2/11/2025 LPL Financial LLC18,973$1.23M0.0%-30.0%0.130%
2/10/2025 Horizon Kinetics Asset Management LLC109,921$7.12M0.1%+9.5%0.754%
2/10/2025Campbell Capital Management Inc.800$52K0.0%N/A0.005%
2/10/2025 Commonwealth Equity Services LLC24,038$1.56M0.0%+2.2%0.165%
2/7/2025 Moors & Cabot Inc.28,160$1.83M0.1%+9.7%0.193%
2/7/2025 King 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%
2/7/2025 PNC 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%
2/6/2025 Verdence Capital Advisors LLC10,500$681K0.1%-4.5%0.072%
2/6/2025 Exencial 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%
2/3/2025 Concurrent Investment Advisors LLC28,211$1.83M0.0%+2.2%0.193%
Big Changes Coming in August — Is Your IRA Ready? (Ad)

Banks aren’t waiting for the headlines to catch up. They’ve already started moving their wealth out of paper and into something tangible—something with real history behind it. If your retirement savings are still stuck in stocks or bonds, you could be exposed.

See how to protect your savings with this free retirement guide
1/31/2025 Mraz Amerine & Associates Inc.24,708$1.60M0.3%-3.7%0.169%
1/30/2025 Blue 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%
1/16/2025 M.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%
12/26/2024 JPMorgan Chase & Co.1,028$64K0.0%+79.7%0.007%
11/26/2024Peapack Gladstone Financial Corp21,420$1.32M0.0%-1.4%0.147%
(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, 101 institutional investors and hedge funds held shares of Sabine Royalty Trust. The most heavily invested institutionals were Beacon Pointe Advisors LLC ($13.02M), Mirae Asset Global Investments Co. Ltd. ($11.17M), King Luther Capital Management Corp ($9.30M), Fayez Sarofim & Co ($8.94M), Horizon Kinetics Asset Management LLC ($7.30M), 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 75 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 ($266.45K), 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 Americana Partners LLC ($37.16K).

How much institutional buying is happening at Sabine Royalty Trust?

Institutional investors have bought a total of 667,107 shares in the last 24 months. This purchase volume represents approximately $43.32M in transactions.

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

Of the 39 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 ($141.60K), Edge Capital Group LLC ($29.51K), Two Sigma Investments LP ($16.08K), Wells Fargo & Company MN ($15.71K), Blue Trust Inc. ($11.83K), Chilton Capital Management LLC ($10.57K), and Bank of America Corp DE ($9.86K).

How much institutional selling is happening at Sabine Royalty Trust?

Institutional investors have sold a total of 308,904 shares in the last 24 months. This volume of shares sold represents approximately $20.40M in transactions.


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This page (NYSE:SBR) was last updated on 8/14/2025 by MarketBeat.com Staff
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