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Sabine Royalty Trust (SBR) Institutional Ownership

Sabine Royalty Trust logo
$78.81 +1.09 (+1.40%)
Closing price 03:59 PM Eastern
Extended Trading
$78.69 -0.12 (-0.15%)
As of 06:07 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 Massive. 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)
65
Total
Institutional Inflows
(last 12 months)
$55.18M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$37.33M
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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
5/19/2026 Bank of America Corp DE25,333$1.91M0.0%-31.1%0.174%
5/16/2026 Lazard Asset Management LLC17,289$1.30M0.0%+9.8%0.119%
5/14/2026 Arrowstreet Capital Limited Partnership10,268$774K0.0%N/A0.070%
5/14/2026 State of Wyoming5,807$437K0.1%+117.1%0.040%
5/13/2026 Cetera Investment Advisers6,757$509K0.0%+3.9%0.046%
5/6/2026 Independent Financial Group LLC10,161$765K0.0%N/A0.070%
5/1/2026 Fifth Third Bancorp1,282$97K0.0%+55.2%0.009%
4/30/2026 Kestra Advisory Services LLC6,221$469K0.0%+46.8%0.043%
4/30/2026 Azzad Asset Management Inc. ADV2,959$223K0.0%N/A0.020%
4/29/2026 Clare Market Investments LLC21,825$1.64M0.3%N/A0.150%
4/28/2026 DGS Capital Management LLC8,582$644K0.1%+75.3%0.059%
4/21/2026 Artesa Financial Group LLC2,847$214K0.2%N/A0.020%
4/20/2026 Blue Trust Inc.25,055$1.89M0.0%+15.2%0.172%
3/4/2026 SHP Wealth Management811$56K0.0%N/A0.006%
2/24/2026 DGS Capital Management LLC4,897$336K0.1%N/A0.034%
2/23/2026 Virtu Financial LLC4,394$301K0.0%N/A0.030%
2/18/2026 Mercer Global Advisors Inc. ADV15,025$1.03M0.0%+2.9%0.103%
2/18/2026 Beacon Pointe Advisors LLC86,389$5.92M0.0%+0.9%0.593%
2/18/2026 State of Tennessee Department of Treasury2,551$182K0.0%-47.1%0.017%
2/18/2026 Garton & Associates Financial Advisors LLC974$67K0.0%N/A0.007%
2/18/2026 Uniplan Investment Counsel Inc.6,825$468K0.1%-70.8%0.047%
2/17/2026 Cetera Investment Advisers6,503$446K0.0%-7.8%0.045%
2/17/2026 Lazard Asset Management LLC15,747$1.08M0.0%N/A0.108%
2/17/2026 Osaic Holdings Inc.11,167$766K0.0%-26.3%0.077%
2/17/2026 &PARTNERS14,028$962K0.0%N/A0.096%
2/17/2026 Royal Bank of Canada2,289$157K0.0%+8.2%0.016%
2/13/2026 Kestra Advisory Services LLC4,238$291K0.0%+43.4%0.029%
2/13/2026 Fayez Sarofim & Co81,346$5.58M0.0%-39.3%0.558%
2/13/2026 Wells Fargo & Company MN3,546$243K0.0%-65.3%0.024%
2/12/2026 Jane Street Group LLC5,888$404K0.0%-24.0%0.040%
2/12/2026 HRT Financial LP20,513$1.41M0.0%-14.0%0.141%
2/12/2026 Commonwealth Equity Services LLC32,249$2.21M0.0%-32.1%0.221%
2/12/2026 Titleist Asset Management LLC4,156$285K0.0%N/A0.029%
2/11/2026 Capital Analysts LLC790$54K0.0%-97.2%0.005%
2/11/2026 LPL Financial LLC25,041$1.72M0.0%-5.6%0.172%
2/11/2026 State of Wyoming2,675$183K0.0%-70.5%0.018%
2/10/2026 Peapack Gladstone Financial Corp23,249$1.59M0.0%+4.2%0.159%
2/10/2026 Savant Capital LLC11,964$820K0.0%N/A0.082%
2/10/2026 Moors & Cabot Inc.14,714$1.01M0.0%-1.8%0.101%
2/9/2026 Prospera Financial Services Inc158,609$10.88M0.2%+173.9%1.088%
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2/6/2026 Americana Partners LLC269,933$18.51M0.5%+2.1%1.851%
2/6/2026 HighTower Advisors LLC4,770$327K0.0%-21.9%0.033%
2/5/2026Tucker Asset Management LLC1,000$69K0.0%N/A0.007%
2/5/2026 Allworth Financial LP386$26K0.0%-34.1%0.003%
2/4/2026 Oxbow Advisors LLC3,768$258K0.0%-7.6%0.026%
2/3/2026 BOKF NA3,000$206K0.0%-53.8%0.021%
2/2/2026 Fifth Third Bancorp826$57K0.0%+25.3%0.006%
1/29/2026 Verdence Capital Advisors LLC9,500$651K0.0%-9.5%0.065%
1/29/2026 Concurrent Investment Advisors LLC23,772$1.63M0.0%-4.0%0.163%
1/27/2026 WealthCollab LLC437$30K0.0%+124.1%0.003%
1/23/2026 Farther Finance Advisors LLC865$59K0.0%+3,831.8%0.006%
1/16/2026 Blue Trust Inc.21,758$1.49M0.0%+27.9%0.149%
1/14/2026 TrueMark Investments LLC6,050$415K0.1%N/A0.041%
1/13/2026 Capital Investment Advisors LLC12,201$837K0.0%-1.8%0.084%
1/13/2026 Olistico Wealth LLC427$29K0.0%N/A0.003%
1/8/2026 Wealth Enhancement Advisory Services LLC4,170$278K0.0%+16.8%0.029%
1/1/2026 JPMorgan Chase & Co.15,362$1.22M0.0%+282.4%0.105%
12/2/2025 Allworth Financial LP586$47K0.0%+51.8%0.004%
11/17/2025 NewEdge Advisors LLC1,040$83K0.0%+92.6%0.007%
11/17/2025Perritt Capital Management Inc2,554$203K0.1%-98.5%0.018%
11/17/2025 Voleon Capital Management LP5,338$424K0.0%N/A0.037%
11/17/2025 Susquehanna International Group LLP3,493$278K0.0%-85.5%0.024%
11/17/2025 Qube Research & Technologies Ltd20,513$1.63M0.0%-4.2%0.141%
11/17/2025 Moors & Cabot Inc.14,978$1.19M0.1%-19.2%0.103%
11/17/2025 Mercer Global Advisors Inc. ADV14,607$1.16M0.0%-1.9%0.100%
11/17/2025 Millennium Management LLC4,470$355K0.0%N/A0.031%
11/17/2025 Hilltop Holdings Inc.5,407$430K0.0%-12.5%0.037%
11/17/2025 Fairfield Bush & CO.2,776$221K0.1%-29.7%0.019%
11/17/2025 Citadel Advisors LLC31,090$2.47M0.0%+19.1%0.213%
11/17/2025 Chilton Investment Co. Inc.7,572$602K0.0%-16.5%0.052%
11/17/2025 Bank of America Corp DE40,023$3.18M0.0%+40.5%0.275%
11/14/2025 Creative Planning16,497$1.31M0.0%-3.4%0.113%
11/14/2025 Brooklyn Investment Group3,664$291K0.0%+6,685.2%0.025%
11/14/2025 Two Sigma Investments LP73,515$5.84M0.0%+31.0%0.504%
11/13/2025 UBS Group AG18,603$1.48M0.0%+32.5%0.128%
11/13/2025 BNP Paribas Financial Markets3,523$280K0.0%+397.6%0.024%
11/13/2025 FourThought Financial Partners LLC2,890$230K0.0%N/A0.020%
11/13/2025 HUB Investment Partners LLC3,853$306K0.0%N/A0.026%
11/12/2025 Islay Capital Management LLC3,500$278K0.2%+16.7%0.024%
11/12/2025 Cresset Asset Management LLC11,200$890K0.0%-13.9%0.077%
11/12/2025 Focus Partners Advisor Solutions LLC6,116$471K0.0%+100.0%0.042%
11/10/2025 RWA Wealth Partners LLC7,721$614K0.0%-16.0%0.053%
11/7/2025 Fifth Third Bancorp659$52K0.0%+85.6%0.005%
11/7/2025 JPMorgan Chase & Co.15,362$1.22M0.0%+282.4%0.105%
11/6/2025 Ameritas Advisory Services LLC1,163$92K0.0%N/A0.008%
11/6/2025Asset Planning Corporation5,982$475K0.2%N/A0.041%
11/6/2025 Mraz Amerine & Associates Inc.23,700$1.88M0.3%-3.4%0.163%
11/6/2025 Prospera Financial Services Inc57,918$4.60M0.1%+86.5%0.397%
11/6/2025 Fielder Capital Group LLC9,577$761K0.2%-15.8%0.066%
11/5/2025 Envestnet Asset Management Inc.4,570$363K0.0%N/A0.031%
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11/4/2025 State of Wyoming9,076$721K0.1%-2.4%0.062%
11/4/2025 Significant Wealth Partners LLC5,301$421K0.2%+11.9%0.036%
10/31/2025 Chilton Capital Management LLC35,178$2.80M0.1%-1.0%0.241%
10/30/2025 IronBridge Private Wealth LLC2,540$202K0.1%N/A0.017%
10/29/2025 Americana Partners LLC264,404$21.01M0.6%+611.6%1.813%
10/27/2025 Concurrent Investment Advisors LLC24,750$1.97M0.0%-2.4%0.170%
10/23/2025 Capital Investment Advisors LLC12,420$987K0.0%-1.8%0.085%
10/22/2025 Geneos Wealth Management Inc.1,777$141K0.0%-66.2%0.012%
10/16/2025 Carnegie Investment Counsel7,300$580K0.0%-2.8%0.050%
10/8/2025 M.E. Allison & CO. Inc.9,039$718K0.5%+122.6%0.062%


SBR Institutional Ownership - Frequently Asked Questions

During the previous two years, 124 institutional investors and hedge funds held shares of Sabine Royalty Trust. The most heavily invested institutionals were Americana Partners LLC ($18.51M), Prospera Financial Services Inc ($10.88M), King Luther Capital Management Corp ($9.30M), Horizon Kinetics Asset Management LLC ($7.30M), Beacon Pointe Advisors LLC ($5.92M), Two Sigma Investments LP ($5.84M), and Fayez Sarofim & Co ($5.58M).Learn more on Sabine Royalty Trust's institutional investors.

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

Of the 96 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: Americana Partners LLC ($269.93K), Beacon Pointe Advisors LLC ($143.08K), Prospera Financial Services Inc ($132.08K), TrueMark Investments LLC ($97.81K), Raymond James Financial Inc. ($59.24K), Howard Financial Services LTD. ($51.46K), and Clare Market Investments LLC ($49.62K).

Institutional investors have bought a total of 743,337 shares in the last 24 months. This purchase volume represents approximately $55.18M in transactions.

Of the 46 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: Perritt Capital Management Inc ($168.82K), Fayez Sarofim & Co ($144.29K), Capital Analysts LLC ($27.13K), Susquehanna International Group LLP ($20.67K), Uniplan Investment Counsel Inc. ($16.58K), Commonwealth Equity Services LLC ($15.23K), and Blue Trust Inc. ($11.83K).

Institutional investors have sold a total of 513,268 shares in the last 24 months. This volume of shares sold represents approximately $37.33M in transactions.


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This page (NYSE:SBR) was last updated on 5/19/2026 by MarketBeat.com Staff.
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