S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
The former chairman of the state-owned Bank of Beijing is being investigated for alleged corruption
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Stock market today: Japan's Nikkei tops 40,000, as investors await China political meeting
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
The former chairman of the state-owned Bank of Beijing is being investigated for alleged corruption
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Stock market today: Japan's Nikkei tops 40,000, as investors await China political meeting
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
The former chairman of the state-owned Bank of Beijing is being investigated for alleged corruption
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Stock market today: Japan's Nikkei tops 40,000, as investors await China political meeting
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
The former chairman of the state-owned Bank of Beijing is being investigated for alleged corruption
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Stock market today: Japan's Nikkei tops 40,000, as investors await China political meeting
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal

Sabine Royalty Trust (SBR) Institutional Ownership

$60.66
+0.76 (+1.27%)
(As of 03/1/2024 08:52 PM ET)

Institutional Ownership Changes (13F Filings) for Sabine Royalty Trust (NYSE:SBR)

Current
Institutional Ownership
Percentage
12.97%
Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$39.53 M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$20.96 M
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SBR Institutional Buying and Selling by Quarter


Sabine Royalty Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/1/2024Creekmur Asset Management LLC2,173$0.15M0.0%N/A0.015%
2/16/2024Burford Brothers Inc.10,000$0.68M0.5%N/A0.069%
2/15/2024Mercer Global Advisors Inc. ADV17,927$1.21M0.0%-1.3%0.123%
2/15/2024Horizon Kinetics Asset Management LLC34,663$2.35M0.0%-10.1%0.238%
2/15/2024Citadel Advisors LLC4,289$0.29M0.0%-67.1%0.029%
2/14/2024Pathstone Holdings LLC3,617$0.25M0.0%N/A0.025%
2/13/2024Envestnet Asset Management Inc.9,330$0.63M0.0%-3.6%0.064%
2/13/2024Holderness Investments Co.6,000$0.41M0.1%N/A0.041%
2/13/2024Peapack Gladstone Financial Corp22,482$1.53M0.0%-3.0%0.154%
2/12/2024Stifel Financial Corp11,889$0.81M0.0%-2.2%0.082%
2/9/2024Advisory Services Network LLC1,400$95K0.0%-75.7%0.010%
2/9/2024King Luther Capital Management Corp150,107$10.19M0.0%-0.3%1.030%
2/9/2024UBS Group AG15,231$1.03M0.0%+10.1%0.104%
2/8/2024Beacon Pointe Advisors LLC198,490$13.44M0.2%+2.8%1.361%
2/6/2024Fielder Capital Group LLC11,733$0.80M0.5%N/A0.080%
2/6/2024TCG Advisory Services LLC4,370$0.30M0.0%N/A0.030%
2/6/2024Essex Financial Services Inc.12,736$0.86M0.1%+12.6%0.087%
2/5/2024Islay Capital Management LLC3,500$0.24M0.2%+16.7%0.024%
2/2/2024Atria Wealth Solutions Inc.4,115$0.28M0.0%-20.4%0.028%
2/1/20241900 Wealth Management LLC3,765$0.26M0.0%-25.0%0.026%
2/1/2024Significant Wealth Partners LLC39,090$2.65M1.9%N/A0.268%
1/31/2024Mraz Amerine & Associates Inc.28,312$1.92M0.4%-1.6%0.194%
1/30/2024Tyche Wealth Partners LLC5,083$0.35M0.1%N/A0.035%
1/29/2024Koshinski Asset Management Inc.33,085$2.24M0.3%+39.1%0.227%
1/26/2024Geneos Wealth Management Inc.1,615$0.11M0.0%-13.4%0.011%
1/18/2024Chilton Capital Management LLC49,772$3.37M0.2%-0.4%0.341%
1/16/2024Raymond James & Associates25,837$1.75M0.0%-2.4%0.177%
11/15/2023Mercer Global Advisors Inc. ADV18,165$1.20M0.0%-14.1%0.125%
11/14/2023Qube Research & Technologies Ltd22,654$1.49M0.0%-8.4%0.155%
11/13/2023Stifel Financial Corp12,159$0.80M0.0%+9.3%0.083%
11/13/2023LPL Financial LLC21,410$1.41M0.0%+15.8%0.147%
11/13/2023Bramshill Investments LLC19,594$1.29M0.2%-9.7%0.134%
11/13/2023Envestnet Asset Management Inc.9,675$0.64M0.0%+3.2%0.066%
11/13/2023Mraz Amerine & Associates Inc.28,762$1.89M0.4%-1.0%0.197%
11/9/2023Navellier & Associates Inc.6,532$0.43M0.1%-37.5%0.045%
11/9/2023UBS Group AG13,831$0.91M0.0%+10.6%0.095%
11/8/2023HighTower Advisors LLC9,947$0.65M0.0%+40.9%0.068%
11/8/2023Pathstone Family Office LLC3,617$0.24M0.0%N/A0.025%
11/8/2023Atria Wealth Solutions Inc.5,167$0.34M0.0%+23.5%0.035%
11/8/2023Argent Trust Co4,977$0.33M0.0%-6.4%0.034%
11/8/2023Moors & Cabot Inc.10,967$0.72M0.0%+2.8%0.075%
11/7/2023Virtus ETF Advisers LLC3,031$0.20M0.1%-5.3%0.021%
11/7/2023Quantbot Technologies LP665$44K0.0%-81.6%0.005%
10/24/2023Raymond James & Associates26,478$1.75M0.0%-1.5%0.182%
10/24/2023Cambridge Investment Research Advisors Inc.8,732$0.58M0.0%+2.3%0.060%
10/23/2023Commonwealth Equity Services LLC18,943$1.25M0.0%+3.2%0.130%
10/18/2023Koshinski Asset Management Inc.23,780$1.56M0.2%+8.3%0.163%
10/16/2023Capital Investment Advisors LLC14,070$0.93M0.0%-3.6%0.097%
10/11/2023Adviser Investments LLC10,209$0.67M0.0%N/A0.070%
10/11/2023Greylin Investment Management Inc9,100$0.60M0.1%N/A0.062%
8/21/2023BOKF NA25,000$1.65M0.0%-2.9%0.171%
8/21/2023Osaic Holdings Inc.21,867$1.44M0.0%-4.9%0.150%
8/15/2023Wells Fargo & Company MN13,618$0.90M0.0%+84.0%0.093%
8/15/2023Walleye Capital LLC15,081$0.99M0.0%N/A0.103%
8/15/2023Captrust Financial Advisors13,017$0.86M0.0%-6.5%0.089%
8/15/2023Quadrature Capital Ltd14,654$0.97M0.0%+18.9%0.101%
8/15/2023Royal Bank of Canada1,270$83K0.0%+127.6%0.009%
8/15/2023Stifel Financial Corp11,124$0.73M0.0%+5.8%0.076%
8/15/2023Beacon Pointe Advisors LLC145,069$9.55M0.2%+453.4%0.995%
8/15/2023Chilton Investment Co. Inc.9,067$0.60M0.0%N/A0.062%
8/15/2023Citadel Advisors LLC44,046$2.90M0.0%-21.4%0.302%
8/14/2023Perritt Capital Management Inc.2,600$0.17M0.1%-6.5%0.018%
8/14/2023Chilton Capital Management LLC51,224$3.37M0.2%+0.9%0.351%
8/14/2023State of Wyoming2,713$0.18M0.1%-23.9%0.019%
8/14/2023Tower Research Capital LLC TRC 736$49K0.0%-71.4%0.005%
8/14/2023Marshall Wace LLP6,623$0.44M0.0%N/A0.045%
8/14/2023Horizon Kinetics Asset Management LLC42,311$2.79M0.1%+20.3%0.290%
8/11/2023Kestra Advisory Services LLC4,634$0.31M0.0%N/A0.032%
8/10/2023Osaic Holdings Inc.21,867$1.44M0.0%-4.9%0.150%
8/10/2023Moors & Cabot Inc.10,672$0.70M0.0%+7.9%0.073%
8/9/2023Veritable L.P.3,617$0.24M0.0%N/A0.025%
8/9/2023BNP Paribas Arbitrage SNC7,545$0.50M0.0%-35.7%0.052%
8/9/2023Essex Financial Services Inc.11,460$0.76M0.1%-72.9%0.079%
8/8/2023Kovitz Investment Group Partners LLC7,032$0.46M0.0%N/A0.048%
8/8/2023Prospera Financial Services Inc18,122$1.20M0.0%+10.9%0.124%
8/7/2023Royce & Associates LP42,848$2.83M0.0%-10.1%0.294%
8/4/2023Custos Family Office LLC5,564$0.37M0.2%-36.8%0.038%
8/4/2023Oxbow Advisors LLC18,661$1.23M0.2%+7.7%0.128%
8/3/2023Atria Wealth Solutions Inc.4,184$0.28M0.0%+64.9%0.029%
8/3/2023Advisors Capital Management LLC3,450$0.23M0.0%-9.2%0.024%
8/1/2023Loring Wolcott & Coolidge Fiduciary Advisors LLP MA6,116$0.40M0.0%+325.6%0.042%
7/31/2023LPL Financial LLC18,494$1.22M0.0%+4.7%0.127%
7/28/2023Koshinski Asset Management Inc.21,961$1.45M0.2%N/A0.151%
7/27/2023Virtu Financial LLC4,533$0.30M0.0%N/A0.031%
7/14/2023Ronald Blue Trust Inc.23,665$1.70M0.0%-60.4%0.162%
7/13/2023Cambridge Investment Research Advisors Inc.8,533$0.56M0.0%+14.1%0.059%
6/16/2023DGS Capital Management LLC3,199$0.23M0.1%-9.6%0.022%
5/23/2023Royce & Associates LP47,648$3.42M0.0%-10.0%0.327%
5/22/2023Ameriprise Financial Inc.21,900$1.24M0.0%+98.6%0.150%
5/17/2023Sunbelt Securities Inc.600$43K0.0%N/A0.004%
5/16/2023Chilton Capital Management LLC50,753$3.65M0.2%+1.3%0.348%
5/16/2023State Street Corp5,328$0.38M0.0%-46.5%0.037%
5/15/2023Schonfeld Strategic Advisors LLC6,100$0.44M0.0%-29.1%0.042%
5/15/2023Peapack Gladstone Financial Corp23,415$1.68M0.0%-2.7%0.161%
5/15/2023Two Sigma Investments LP10,219$0.73M0.0%N/A0.070%
5/12/2023Prospera Financial Services Inc16,343$1.17M0.0%+16.9%0.112%
5/12/2023Perritt Capital Management Inc.2,781$0.20M0.1%-7.0%0.019%
5/12/2023BNP Paribas Arbitrage SNC11,729$0.84M0.0%+421.1%0.080%
5/12/2023Argent Trust Co5,315$0.38M0.0%+18.5%0.036%
5/12/2023UBS Group AG13,196$0.95M0.0%-9.1%0.091%
(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, 120 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. ($12.62M), King Luther Capital Management Corp ($10.19M), Morgan Stanley ($6.07M), Bank of America Corp DE ($3.85M), and Chilton Capital Management LLC ($3.37M).Learn more on SBR's institutional investors.

What percentage of Sabine Royalty Trust stock is owned by institutional investors?

12.97% 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 106 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. ($0.57M), Walker Asset Management LLC ($0.29M), Beacon Pointe Advisors LLC ($0.12M), Edge Capital Group LLC ($64.23K), Ronald Blue Trust Inc. ($59.74K), Fayez Sarofim & Co ($58.70K), and BNP Paribas Arbitrage SA ($45.53K).

How much institutional buying is happening at Sabine Royalty Trust?

Institutional investors have bought a total of 1,900,848 shares in the last 24 months. This purchase volume represents approximately $120.99M in transactions.

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

Of the 55 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. ($0.13M), BNP Paribas Arbitrage SNC ($45.40K), Royce & Associates LP ($45.10K), Citadel Advisors LLC ($43.69K), Essex Financial Services Inc. ($39.45K), Ronald Blue Trust Inc. ($36.17K), and Edge Capital Group LLC ($33.11K).

How much institutional selling is happening at Sabine Royalty Trust?

Institutional investors have sold a total of 530,350 shares in the last 24 months. This volume of shares sold represents approximately $36.78M in transactions.


This page (NYSE:SBR) was last updated on 3/4/2024 by MarketBeat.com Staff