Sabine Royalty Trust (SBR) Institutional Ownership

→ Biden’s $374B Giveaway Into This Sector (From DTI) (Ad)

Free SBR Stock Alerts

$62.35

-1.80 (-2.81%)

(As of 04/18/2024 ET)

Compare

Current Institutional Ownership Percentage: 15.81%
Number of Institutional Buyers (last 12 months): 60
Total Institutional Inflows (last 12 months): $35.08M

Number of Institutional Sellers (last 12 months): 44
Total Institutional Outflows (last 12 months): $20.96M

Get SBR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Sabine Royalty Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SBR Institutional Buying and Selling by Quarter

Ad Gold Safe Exchange

The “Perfect Storm” for Gold

Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

Click here now to download the free Precious Metals Buying Guide!

Sabine Royalty Trust Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
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%
2/15/2024	Mercer Global Advisors Inc. ADV	17,927	$1.21M	0.0%	-1.3%	0.123%
2/15/2024	Horizon Kinetics Asset Management LLC	34,663	$2.35M	0.0%	-10.1%	0.238%
Get the Latest News and Ratings for SBR and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Sabine Royalty Trust and its competitors with MarketBeat's FREE daily newsletter.
2/15/2024	Citadel Advisors LLC	4,289	$291K	0.0%	-67.1%	0.029%
2/14/2024	Pathstone Holdings LLC	3,617	$245K	0.0%	N/A	0.025%
2/13/2024	Envestnet Asset Management Inc.	9,330	$632K	0.0%	-3.6%	0.064%
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%
2/12/2024	Stifel Financial Corp	11,889	$807K	0.0%	-2.2%	0.082%
2/9/2024	Advisory Services Network LLC	1,400	$95K	0.0%	-75.7%	0.010%
2/9/2024	King Luther Capital Management Corp	150,107	$10.19M	0.0%	-0.3%	1.030%
2/9/2024	UBS Group AG	15,231	$1.03M	0.0%	+10.1%	0.104%
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%
11/15/2023	Mercer Global Advisors Inc. ADV	18,165	$1.20M	0.0%	-14.1%	0.125%
11/14/2023	Qube Research & Technologies Ltd	22,654	$1.49M	0.0%	-8.4%	0.155%
11/13/2023	Stifel Financial Corp	12,159	$801K	0.0%	+9.3%	0.083%
11/13/2023	LPL Financial LLC	21,410	$1.41M	0.0%	+15.8%	0.147%
11/13/2023	Bramshill Investments LLC	19,594	$1.29M	0.2%	-9.7%	0.134%
11/13/2023	Envestnet Asset Management Inc.	9,675	$636K	0.0%	+3.2%	0.066%
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%
11/9/2023	UBS Group AG	13,831	$911K	0.0%	+10.6%	0.095%
11/8/2023	HighTower Advisors LLC	9,947	$654K	0.0%	+40.9%	0.068%
11/8/2023	Pathstone Family Office LLC	3,617	$238K	0.0%	N/A	0.025%
Biden’s $374B Giveaway Into This Sector (Ad) Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving See what this $374B giveaway could mean for your retirement right here Click here for the full story
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%
8/21/2023	Osaic Holdings Inc.	21,867	$1.44M	0.0%	-4.9%	0.150%
8/15/2023	Wells Fargo & Company MN	13,618	$898K	0.0%	+84.0%	0.093%
8/15/2023	Walleye Capital LLC	15,081	$994K	0.0%	N/A	0.103%
8/15/2023	Captrust Financial Advisors	13,017	$857K	0.0%	-6.5%	0.089%
8/15/2023	Quadrature Capital Ltd	14,654	$966K	0.0%	+18.9%	0.101%
8/15/2023	Royal Bank of Canada	1,270	$83K	0.0%	+127.6%	0.009%
8/15/2023	Stifel Financial Corp	11,124	$734K	0.0%	+5.8%	0.076%
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%
8/15/2023	Citadel Advisors LLC	44,046	$2.90M	0.0%	-21.4%	0.302%
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	State of Wyoming	2,713	$179K	0.1%	-23.9%	0.019%
8/14/2023	Tower Research Capital LLC TRC	736	$49K	0.0%	-71.4%	0.005%
8/14/2023	Marshall Wace LLP	6,623	$437K	0.0%	N/A	0.045%
8/14/2023	Horizon Kinetics Asset Management LLC	42,311	$2.79M	0.1%	+20.3%	0.290%
8/11/2023	Kestra Advisory Services LLC	4,634	$306K	0.0%	N/A	0.032%
8/10/2023	Osaic Holdings Inc.	21,867	$1.44M	0.0%	-4.9%	0.150%
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%
The “Perfect Storm” for Gold (Ad) Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025. Click here now to download the free Precious Metals Buying Guide!
5/22/2023	Ameriprise Financial Inc.	21,900	$1.24M	0.0%	+98.6%	0.150%
5/17/2023	Sunbelt Securities Inc.	600	$43K	0.0%	N/A	0.004%
5/16/2023	Chilton Capital Management LLC	50,753	$3.65M	0.2%	+1.3%	0.348%
5/16/2023	State Street Corp	5,328	$383K	0.0%	-46.5%	0.037%
5/15/2023	Schonfeld Strategic Advisors LLC	6,100	$438K	0.0%	-29.1%	0.042%
5/15/2023	Peapack Gladstone Financial Corp	23,415	$1.68M	0.0%	-2.7%	0.161%
5/15/2023	Two Sigma Investments LP	10,219	$734K	0.0%	N/A	0.070%
5/12/2023	Prospera Financial Services Inc	16,343	$1.17M	0.0%	+16.9%	0.112%
5/12/2023	Perritt Capital Management Inc.	2,781	$200K	0.1%	-7.0%	0.019%
5/12/2023	BNP Paribas Arbitrage SNC	11,729	$842K	0.0%	+421.1%	0.080%

(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, 121 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?: 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 107 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. ($569.27K), Walker Asset Management LLC ($292.66K), Beacon Pointe Advisors LLC ($124.17K), 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 1,901,230 shares in the last 24 months. This purchase volume represents approximately $121.02M 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. ($130.62K), 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 529,580 shares in the last 24 months. This volume of shares sold represents approximately $36.74M in transactions.

Related Companies:

This page (NYSE:SBR) was last updated on 4/18/2024 by MarketBeat.com Staff

From Our Partners

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

Sabine Royalty Trust (SBR) Institutional Ownership

SBR Institutional Buying and Selling by Quarter

Sabine Royalty Trust Major Shareholders & Ownership History

SBR Institutional Ownership - Frequently Asked Questions

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Sabine Royalty Trust (SBR) Institutional Ownership

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

SBR Institutional Buying and Selling by Quarter

Sabine Royalty Trust Major Shareholders & Ownership History

SBR Institutional Ownership - Frequently Asked Questions