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Sabine Royalty Trust (SBR) Institutional Ownership

Sabine Royalty Trust logo
$72.50 -1.37 (-1.85%)
Closing price 03:59 PM Eastern
Extended Trading
$72.47 -0.03 (-0.05%)
As of 05:33 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)
51
Total
Institutional Inflows
(last 12 months)
$45.65M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$27.84M
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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
9/9/2026Capital Analysts LLC31,020$2.27M0.1%+1.2%0.213%
8/22/2026Concurrent Investment Advisors LLC22,951$1.68M0.0%-2.3%0.157%
7/7/2026Moody National Bank Trust Division31,896$2.34M0.2%-9.3%0.219%
5/19/2026Bank of America Corp DE25,333$1.91M0.0%-31.1%0.174%
5/16/2026Lazard Asset Management LLC17,289$1.30M0.0%+9.8%0.119%
5/14/2026Arrowstreet Capital Limited Partnership10,268$774K0.0%N/A0.070%
5/14/2026State of Wyoming5,807$437K0.1%+117.1%0.040%
5/13/2026Cetera Investment Advisers6,757$509K0.0%+3.9%0.046%
5/6/2026Independent Financial Group LLC10,161$765K0.0%N/A0.070%
5/1/2026Fifth Third Bancorp1,282$97K0.0%+55.2%0.009%
4/30/2026Kestra Advisory Services LLC6,221$469K0.0%+46.8%0.043%
4/30/2026Azzad Asset Management Inc. ADV2,959$223K0.0%N/A0.020%
4/29/2026Clare Market Investments LLC21,825$1.64M0.3%N/A0.150%
4/28/2026DGS Capital Management LLC8,582$644K0.1%+75.3%0.059%
4/21/2026Artesa Financial Group LLC2,847$214K0.2%N/A0.020%
4/20/2026Blue Trust Inc.25,055$1.89M0.0%+15.2%0.172%
3/4/2026SHP Wealth Management811$56K0.0%N/A0.006%
2/24/2026DGS Capital Management LLC4,897$336K0.1%N/A0.034%
2/23/2026Virtu Financial LLC4,394$301K0.0%N/A0.030%
2/18/2026Mercer Global Advisors Inc. ADV15,025$1.03M0.0%+2.9%0.103%
2/18/2026Beacon Pointe Advisors LLC86,389$5.92M0.0%+0.9%0.593%
2/18/2026State of Tennessee Department of Treasury2,551$182K0.0%-47.1%0.017%
2/18/2026Garton & Associates Financial Advisors LLC974$67K0.0%N/A0.007%
2/18/2026Uniplan Investment Counsel Inc.6,825$468K0.1%-70.8%0.047%
2/17/2026Cetera Investment Advisers6,503$446K0.0%-7.8%0.045%
2/17/2026Lazard Asset Management LLC15,747$1.08M0.0%N/A0.108%
2/17/2026Osaic Holdings Inc.11,167$766K0.0%-26.3%0.077%
2/17/2026&PARTNERS14,028$962K0.0%N/A0.096%
2/17/2026Royal Bank of Canada2,289$157K0.0%+8.2%0.016%
2/13/2026Kestra Advisory Services LLC4,238$291K0.0%+43.4%0.029%
2/13/2026Fayez Sarofim & Co81,346$5.58M0.0%-39.3%0.558%
2/13/2026Wells Fargo & Company MN3,546$243K0.0%-65.3%0.024%
2/12/2026Jane Street Group LLC5,888$404K0.0%-24.0%0.040%
2/12/2026HRT Financial LP20,513$1.41M0.0%-14.0%0.141%
2/12/2026Commonwealth Equity Services LLC32,249$2.21M0.0%-32.1%0.221%
2/12/2026Titleist Asset Management LLC4,156$285K0.0%N/A0.029%
2/11/2026Capital Analysts LLC790$54K0.0%-97.2%0.005%
2/11/2026LPL Financial LLC25,041$1.72M0.0%-5.6%0.172%
2/11/2026State of Wyoming2,675$183K0.0%-70.5%0.018%
2/10/2026Peapack Gladstone Financial Corp23,249$1.59M0.0%+4.2%0.159%
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad)

A Federal Reserve filing, Docket No. OP-1670, is drawing scrutiny for language that could expand the Fed's visibility into consumer bank transactions. A pilot program is reportedly already underway, with wider rollout at major banks possibly beginning this summer. Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what the document says and what steps account holders might consider.tc pixel

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2/10/2026Savant Capital LLC11,964$820K0.0%N/A0.082%
2/10/2026Moors & Cabot Inc.14,714$1.01M0.0%-1.8%0.101%
2/9/2026Prospera Financial Services Inc158,609$10.88M0.2%+173.9%1.088%
2/6/2026Americana Partners LLC269,933$18.51M0.5%+2.1%1.851%
2/6/2026HighTower Advisors LLC4,770$327K0.0%-21.9%0.033%
2/5/2026Tucker Asset Management LLC1,000$69K0.0%N/A0.007%
2/5/2026Allworth Financial LP386$26K0.0%-34.1%0.003%
2/4/2026Oxbow Advisors LLC3,768$258K0.0%-7.6%0.026%
2/3/2026BOKF NA3,000$206K0.0%-53.8%0.021%
2/2/2026Fifth Third Bancorp826$57K0.0%+25.3%0.006%
1/29/2026Verdence Capital Advisors LLC9,500$651K0.0%-9.5%0.065%
1/29/2026Concurrent Investment Advisors LLC23,772$1.63M0.0%-4.0%0.163%
1/27/2026WealthCollab LLC437$30K0.0%+124.1%0.003%
1/23/2026Farther Finance Advisors LLC865$59K0.0%+3,831.8%0.006%
1/16/2026Blue Trust Inc.21,758$1.49M0.0%+27.9%0.149%
1/14/2026TrueMark Investments LLC6,050$415K0.1%N/A0.041%
1/13/2026Capital Investment Advisors LLC12,201$837K0.0%-1.8%0.084%
1/13/2026Olistico Wealth LLC427$29K0.0%N/A0.003%
1/8/2026Wealth Enhancement Advisory Services LLC4,170$278K0.0%+16.8%0.029%
1/1/2026JPMorgan Chase & Co.15,362$1.22M0.0%+282.4%0.105%
12/2/2025Allworth Financial LP586$47K0.0%+51.8%0.004%
11/17/2025NewEdge Advisors LLC1,040$83K0.0%+92.6%0.007%
11/17/2025Perritt Capital Management Inc2,554$203K0.1%-98.5%0.018%
11/17/2025Voleon Capital Management LP5,338$424K0.0%N/A0.037%
11/17/2025Susquehanna International Group LLP3,493$278K0.0%-85.5%0.024%
11/17/2025Qube Research & Technologies Ltd20,513$1.63M0.0%-4.2%0.141%
11/17/2025Moors & Cabot Inc.14,978$1.19M0.1%-19.2%0.103%
11/17/2025Mercer Global Advisors Inc. ADV14,607$1.16M0.0%-1.9%0.100%
11/17/2025Millennium Management LLC4,470$355K0.0%N/A0.031%
11/17/2025Hilltop Holdings Inc.5,407$430K0.0%-12.5%0.037%
11/17/2025Fairfield Bush & CO.2,776$221K0.1%-29.7%0.019%
11/17/2025Citadel Advisors LLC31,090$2.47M0.0%+19.1%0.213%
11/17/2025Chilton Investment Co. Inc.7,572$602K0.0%-16.5%0.052%
11/17/2025Bank of America Corp DE40,023$3.18M0.0%+40.5%0.275%
11/14/2025Creative Planning16,497$1.31M0.0%-3.4%0.113%
11/14/2025Brooklyn Investment Group3,664$291K0.0%+6,685.2%0.025%
11/14/2025Two Sigma Investments LP73,515$5.84M0.0%+31.0%0.504%
11/13/2025UBS Group AG18,603$1.48M0.0%+32.5%0.128%
11/13/2025BNP Paribas Financial Markets3,523$280K0.0%+397.6%0.024%
11/13/2025FourThought Financial Partners LLC2,890$230K0.0%N/A0.020%
11/13/2025HUB Investment Partners LLC3,853$306K0.0%N/A0.026%
11/12/2025Islay Capital Management LLC3,500$278K0.2%+16.7%0.024%
11/12/2025Cresset Asset Management LLC11,200$890K0.0%-13.9%0.077%
11/12/2025Focus Partners Advisor Solutions LLC6,116$471K0.0%+100.0%0.042%
11/10/2025RWA Wealth Partners LLC7,721$614K0.0%-16.0%0.053%
11/7/2025Fifth Third Bancorp659$52K0.0%+85.6%0.005%
11/7/2025JPMorgan Chase & Co.15,362$1.22M0.0%+282.4%0.105%
11/6/2025Ameritas Advisory Services LLC1,163$92K0.0%N/A0.008%
11/6/2025Asset Planning Corporation5,982$475K0.2%N/A0.041%
11/6/2025Mraz Amerine & Associates Inc.23,700$1.88M0.3%-3.4%0.163%
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11/6/2025Prospera Financial Services Inc57,918$4.60M0.1%+86.5%0.397%
11/6/2025Fielder Capital Group LLC9,577$761K0.2%-15.8%0.066%
11/5/2025Envestnet Asset Management Inc.4,570$363K0.0%N/A0.031%
11/4/2025State of Wyoming9,076$721K0.1%-2.4%0.062%
11/4/2025Significant Wealth Partners LLC5,301$421K0.2%+11.9%0.036%
10/31/2025Chilton Capital Management LLC35,178$2.80M0.1%-1.0%0.241%
10/30/2025IronBridge Private Wealth LLC2,540$202K0.1%N/A0.017%
10/29/2025Americana Partners LLC264,404$21.01M0.6%+611.6%1.813%
10/27/2025Concurrent Investment Advisors LLC24,750$1.97M0.0%-2.4%0.170%
10/23/2025Capital Investment Advisors LLC12,420$987K0.0%-1.8%0.085%


SBR Institutional Ownership - Frequently Asked Questions

During the previous two years, 118 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 91 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 ($80.71K), Raymond James Financial Inc. ($59.24K), Clare Market Investments LLC ($49.62K), and Moody National Bank Trust Division ($35.19K).

Institutional investors have bought a total of 601,292 shares in the last 24 months. This purchase volume represents approximately $45.65M in transactions.

Of the 37 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 ($52.69K), Capital Analysts LLC ($27.13K), Susquehanna International Group LLP ($20.67K), Uniplan Investment Counsel Inc. ($16.58K), Commonwealth Equity Services LLC ($15.23K), and Bank of America Corp DE ($11.44K).

Institutional investors have sold a total of 370,489 shares in the last 24 months. This volume of shares sold represents approximately $27.84M in transactions.


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Institutional ownership data for NYSE:SBR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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