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Sabine Royalty Trust (SBR) Institutional Ownership

Sabine Royalty Trust logo
$67.06 +0.61 (+0.91%)
Closing price 07/2/2025 03:59 PM Eastern
Extended Trading
$67.06 +0.00 (+0.01%)
As of 07/2/2025 04:04 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.
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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)
49
Total
Institutional Inflows
(last 12 months)
$38.12M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$12.48M
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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
7/2/2025Howard 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%
4/30/2025Significant 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%
4/25/2025Essex Financial Services Inc.9,415$637K0.0%-4.3%0.065%
4/17/20251900 Wealth Management LLC5,908$399K0.0%+24.0%0.041%
4/16/2025Wealth Enhancement Advisory Services LLC3,966$268K0.0%+5.3%0.027%
4/14/2025Capital Investment Advisors LLC12,460$841K0.0%-6.0%0.085%
4/10/2025Clare Market Investments LLC27,793$1.88M0.5%+19.3%0.191%
4/7/2025GAMMA 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%
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%
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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%
2/7/2025Clare 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%
2/4/2025BankPlus 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%
1/31/2025Mraz 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%
1/27/2025Tyche 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%
1/17/2025Signature Resources Capital Management LLC600$39K0.0%N/A0.000%
1/16/2025M.E. Allison & CO. Inc.3,999$259K0.3%N/A0.027%
1/15/2025Howard Financial Services LTD.77,336$5.01M0.7%+14.6%0.530%
1/14/2025Sendero 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%
11/1/2024Philip James Wealth Mangement LLC5,302$327K0.0%N/A0.000%
10/31/2024Concurrent Investment Advisors LLC27,614$1.70M0.1%+491.9%0.189%
10/23/2024Mraz Amerine & Associates Inc.25,658$1.58M0.3%-1.2%0.000%
10/9/2024BWM Planning LLC21,552$1.33M0.6%N/A0.148%
10/8/2024Howard Financial Services LTD.67,496$4.16M0.6%+160.8%0.463%
10/2/2024American 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%
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8/1/2024Mraz 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%
7/31/2024Essex Financial Services Inc.9,923$642K0.0%-17.0%0.068%
7/31/2024Commonwealth Equity Services LLC38,820$2.51M0.0%+77.1%0.266%
7/31/2024Concurrent Investment Advisors LLC4,665$302K0.0%N/A0.032%
7/29/2024TrueMark Investments LLC17,105$1.11M0.4%N/A0.117%
7/24/2024Family Firm Inc.750$48K0.0%N/A0.005%
7/19/2024Raymond James & Associates26,427$1.71M0.0%+2.3%0.181%
7/17/2024Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,437$92K0.0%-76.5%0.010%
7/12/2024Capital Investment Advisors LLC13,360$862K0.0%-3.2%0.092%
(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, 99 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 70 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 Koshinski Asset Management Inc. ($33.09K).

How much institutional buying is happening at Sabine Royalty Trust?

Institutional investors have bought a total of 590,347 shares in the last 24 months. This purchase volume represents approximately $38.12M in transactions.

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

Of the 33 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), Bank of America Corp DE ($9.86K), Howard Financial Services LTD. ($9.62K), and Moors & Cabot Inc. ($9.32K).

How much institutional selling is happening at Sabine Royalty Trust?

Institutional investors have sold a total of 190,408 shares in the last 24 months. This volume of shares sold represents approximately $12.48M in transactions.


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This page (NYSE:SBR) was last updated on 7/3/2025 by MarketBeat.com Staff
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