Sabine Royalty Trust (SBR) Institutional Ownership

$63.96

-0.13 (-0.20%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 15.81%
Number of Institutional Buyers (last 12 months): 37
Total Institutional Inflows (last 12 months): $32.05M

Number of Institutional Sellers (last 12 months): 25
Total Institutional Outflows (last 12 months): $5.41M

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SBR Institutional Buying and Selling by Quarter

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Sabine Royalty Trust Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/24/2024	Family Firm Inc.	750	$48K	0.0%	N/A	0.005%
7/19/2024	Raymond James & Associates	26,427	$1.71M	0.0%	+2.3%	0.181%
7/17/2024	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	1,437	$92K	0.0%	-76.5%	0.010%
7/12/2024	Capital Investment Advisors LLC	13,360	$862K	0.0%	-3.2%	0.092%
7/9/2024	Olistico Wealth LLC	427	$28K	0.0%	N/A	0.003%
5/17/2024	Creekmur Asset Management LLC	889	$56K	0.0%	-59.1%	0.006%
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5/9/2024	Koshinski Asset Management Inc.	23,815	$1.51M	0.2%	-28.0%	0.163%
5/7/2024	Chilton Capital Management LLC	47,862	$3.03M	0.1%	-3.8%	0.328%
5/7/2024	Significant Wealth Partners LLC	35,934	$2.27M	1.5%	-8.1%	0.246%
5/4/2024	Geneos Wealth Management Inc.	515	$33K	0.0%	-68.1%	0.004%
5/1/2024	Blue Trust Inc.	24,992	$1.59M	0.0%	+5.6%	0.171%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	175,711	$11.17M	0.0%	N/A	1.205%
4/30/2024	Commonwealth Equity Services LLC	21,918	$1.39M	0.0%	+5.0%	0.150%
4/24/2024	1900 Wealth Management LLC	4,765	$303K	0.0%	+26.6%	0.033%
4/24/2024	Essex Financial Services Inc.	11,957	$760K	0.1%	-6.1%	0.082%
4/16/2024	Howard Financial Services LTD.	25,745	$1.63M	0.3%	+0.7%	0.177%
4/10/2024	American National Bank	36,185	$2.30M	0.3%	+0.6%	0.248%
3/1/2024	Creekmur Asset Management LLC	2,173	$147K	0.0%	N/A	0.015%
2/16/2024	Burford Brothers Inc.	10,000	$677K	0.5%	N/A	0.069%
2/13/2024	Holderness Investments Co.	6,000	$406K	0.1%	N/A	0.041%
2/13/2024	Peapack Gladstone Financial Corp	22,482	$1.53M	0.0%	-3.0%	0.154%
2/9/2024	King Luther Capital Management Corp	150,107	$10.19M	0.0%	-0.3%	1.030%
2/8/2024	Beacon Pointe Advisors LLC	198,490	$13.44M	0.2%	+2.8%	1.361%
2/6/2024	Fielder Capital Group LLC	11,733	$796K	0.5%	N/A	0.080%
2/6/2024	TCG Advisory Services LLC	4,370	$296K	0.0%	N/A	0.030%
2/6/2024	Essex Financial Services Inc.	12,736	$864K	0.1%	+12.6%	0.087%
2/5/2024	Islay Capital Management LLC	3,500	$237K	0.2%	+16.7%	0.024%
2/2/2024	Atria Wealth Solutions Inc.	4,115	$279K	0.0%	-20.4%	0.028%
2/1/2024	1900 Wealth Management LLC	3,765	$255K	0.0%	-25.0%	0.026%
2/1/2024	Significant Wealth Partners LLC	39,090	$2.65M	1.9%	N/A	0.268%
1/31/2024	Mraz Amerine & Associates Inc.	28,312	$1.92M	0.4%	-1.6%	0.194%
1/30/2024	Tyche Wealth Partners LLC	5,083	$345K	0.1%	N/A	0.035%
1/29/2024	Koshinski Asset Management Inc.	33,085	$2.24M	0.3%	+39.1%	0.227%
1/26/2024	Geneos Wealth Management Inc.	1,615	$110K	0.0%	-13.4%	0.011%
1/18/2024	Chilton Capital Management LLC	49,772	$3.37M	0.2%	-0.4%	0.341%
1/16/2024	Raymond James & Associates	25,837	$1.75M	0.0%	-2.4%	0.177%
11/13/2023	Bramshill Investments LLC	19,594	$1.29M	0.2%	-9.7%	0.134%
11/13/2023	Mraz Amerine & Associates Inc.	28,762	$1.89M	0.4%	-1.0%	0.197%
11/9/2023	Navellier & Associates Inc.	6,532	$430K	0.1%	-37.5%	0.045%
11/8/2023	HighTower Advisors LLC	9,947	$654K	0.0%	+40.9%	0.068%
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11/8/2023	Pathstone Family Office LLC	3,617	$238K	0.0%	N/A	0.025%
11/8/2023	Atria Wealth Solutions Inc.	5,167	$340K	0.0%	+23.5%	0.035%
11/8/2023	Argent Trust Co	4,977	$328K	0.0%	-6.4%	0.034%
11/8/2023	Moors & Cabot Inc.	10,967	$723K	0.0%	+2.8%	0.075%
11/7/2023	Virtus ETF Advisers LLC	3,031	$200K	0.1%	-5.3%	0.021%
11/7/2023	Quantbot Technologies LP	665	$44K	0.0%	-81.6%	0.005%
10/24/2023	Raymond James & Associates	26,478	$1.75M	0.0%	-1.5%	0.182%
10/24/2023	Cambridge Investment Research Advisors Inc.	8,732	$575K	0.0%	+2.3%	0.060%
10/23/2023	Commonwealth Equity Services LLC	18,943	$1.25M	0.0%	+3.2%	0.130%
10/18/2023	Koshinski Asset Management Inc.	23,780	$1.56M	0.2%	+8.3%	0.163%
10/16/2023	Capital Investment Advisors LLC	14,070	$925K	0.0%	-3.6%	0.097%
10/11/2023	Adviser Investments LLC	10,209	$673K	0.0%	N/A	0.070%
10/11/2023	Greylin Investment Management Inc	9,100	$598K	0.1%	N/A	0.062%
8/21/2023	BOKF NA	25,000	$1.65M	0.0%	-2.9%	0.171%
8/15/2023	Beacon Pointe Advisors LLC	145,069	$9.55M	0.2%	+453.4%	0.995%
8/15/2023	Chilton Investment Co. Inc.	9,067	$598K	0.0%	N/A	0.062%
8/14/2023	Perritt Capital Management Inc.	2,600	$171K	0.1%	-6.5%	0.018%
8/14/2023	Chilton Capital Management LLC	51,224	$3.37M	0.2%	+0.9%	0.351%
8/14/2023	Horizon Kinetics Asset Management LLC	42,311	$2.79M	0.1%	+20.3%	0.290%
8/10/2023	Moors & Cabot Inc.	10,672	$704K	0.0%	+7.9%	0.073%
8/9/2023	Veritable L.P.	3,617	$239K	0.0%	N/A	0.025%
8/9/2023	BNP Paribas Arbitrage SNC	7,545	$498K	0.0%	-35.7%	0.052%
8/9/2023	Essex Financial Services Inc.	11,460	$756K	0.1%	-72.9%	0.079%
8/8/2023	Kovitz Investment Group Partners LLC	7,032	$463K	0.0%	N/A	0.048%
8/8/2023	Prospera Financial Services Inc	18,122	$1.20M	0.0%	+10.9%	0.124%
8/7/2023	Royce & Associates LP	42,848	$2.83M	0.0%	-10.1%	0.294%
8/4/2023	Custos Family Office LLC	5,564	$367K	0.2%	-36.8%	0.038%
8/4/2023	Oxbow Advisors LLC	18,661	$1.23M	0.2%	+7.7%	0.128%
8/3/2023	Atria Wealth Solutions Inc.	4,184	$276K	0.0%	+64.9%	0.029%
8/3/2023	Advisors Capital Management LLC	3,450	$227K	0.0%	-9.2%	0.024%
8/1/2023	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	6,116	$403K	0.0%	+325.6%	0.042%
7/31/2023	LPL Financial LLC	18,494	$1.22M	0.0%	+4.7%	0.127%
7/28/2023	Koshinski Asset Management Inc.	21,961	$1.45M	0.2%	N/A	0.151%
7/27/2023	Virtu Financial LLC	4,533	$299K	0.0%	N/A	0.031%
7/14/2023	Ronald Blue Trust Inc.	23,665	$1.70M	0.0%	-60.4%	0.162%
7/13/2023	Cambridge Investment Research Advisors Inc.	8,533	$563K	0.0%	+14.1%	0.059%
6/16/2023	DGS Capital Management LLC	3,199	$230K	0.1%	-9.6%	0.022%
5/23/2023	Royce & Associates LP	47,648	$3.42M	0.0%	-10.0%	0.327%
5/12/2023	Perritt Capital Management Inc.	2,781	$200K	0.1%	-7.0%	0.019%
5/12/2023	Argent Trust Co	5,315	$382K	0.0%	+18.5%	0.036%
5/11/2023	Bramshill Investments LLC	22,125	$1.59M	0.2%	+1.7%	0.152%
5/11/2023	BOKF NA	25,736	$1.85M	0.0%	+2.9%	0.177%
5/11/2023	Tucker Asset Management LLC	1,000	$72K	0.0%	N/A	0.007%
5/11/2023	Envestnet Asset Management Inc.	9,378	$675K	0.0%	-29.0%	0.064%
5/11/2023	Fayez Sarofim & Co	260,298	$18.69M	0.1%	+29.1%	1.785%
5/10/2023	Custos Family Office LLC	8,809	$633K	0.4%	N/A	0.060%
5/10/2023	Disciplined Investments LLC	3,545	$255K	0.1%	+209.3%	0.024%
5/9/2023	Tower Research Capital LLC TRC	2,569	$184K	0.0%	N/A	0.018%
5/8/2023	Brown Advisory Inc.	9,000	$646K	0.0%	+22.4%	0.062%
5/5/2023	Capital Analysts LLC	40,169	$2.88M	0.2%	+58.2%	0.276%
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5/4/2023	Mirae Asset Global Investments Co. Ltd.	175,711	$12.62M	0.0%	-42.6%	1.205%
5/4/2023	Royce & Associates LP	47,648	$3.42M	0.0%	-10.0%	0.327%
5/2/2023	SkyOak Wealth LLC	2,902	$208K	0.1%	+8.9%	0.020%
5/2/2023	Venturi Wealth Management LLC	399	$29K	0.0%	N/A	0.003%
4/28/2023	U S Global Investors Inc.	20,000	$1.44M	0.1%	-24.5%	0.137%
4/28/2023	Ameritas Advisory Services LLC	1,240	$90K	0.0%	-48.4%	0.009%
4/26/2023	Oxbow Advisors LLC	17,319	$1.25M	0.2%	+8.7%	0.119%
4/24/2023	TCG Advisory Services LLC	2,880	$207K	0.0%	N/A	0.020%
4/21/2023	PFG Advisors	14,796	$1.07M	0.1%	N/A	0.101%
4/20/2023	Mraz Amerine & Associates Inc.	28,862	$2.08M	0.5%	+2.1%	0.198%

(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, 95 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. ($11.17M), King Luther Capital Management Corp ($10.19M), Chilton Capital Management LLC ($3.03M), 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 83 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. ($186.32K), Walker Asset Management LLC ($147.53K), 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 1,124,323 shares in the last 24 months. This purchase volume represents approximately $75.14M in transactions.
Which Sabine Royalty Trust major shareholders have been selling company stock?: Of the 42 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), Essex Financial Services Inc. ($40.23K), Ronald Blue Trust Inc. ($36.17K), Edge Capital Group LLC ($33.11K), Royce & Associates LP ($28.60K), Capital Analysts LLC ($13.20K), and Oxbow Advisors LLC ($11.08K).
How much institutional selling is happening at Sabine Royalty Trust?: Institutional investors have sold a total of 369,796 shares in the last 24 months. This volume of shares sold represents approximately $25.88M in transactions.