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Sabine Royalty Trust (SBR) Institutional Ownership

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$64.10
+0.43 (+0.68%)
(As of 05/17/2024 ET)
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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)
34
Total
Institutional Inflows
(last 12 months)
$32.00M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$7.87M
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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
5/17/2024 Creekmur Asset Management LLC889$56K0.0%-59.1%0.006%
5/9/2024 Koshinski Asset Management Inc.23,815$1.51M0.2%-28.0%0.163%
5/7/2024 Chilton Capital Management LLC47,862$3.03M0.1%-3.8%0.328%
5/7/2024 Significant Wealth Partners LLC35,934$2.27M1.5%-8.1%0.246%
5/4/2024 Geneos Wealth Management Inc.515$33K0.0%-68.1%0.004%
5/1/2024 Blue Trust Inc.24,992$1.59M0.0%+5.6%0.171%
5/1/2024 Mirae Asset Global Investments Co. Ltd.175,711$11.17M0.0%N/A1.205%
4/30/2024Commonwealth Equity Services LLC21,918$1.39M0.0%+5.0%0.150%
4/24/2024 1900 Wealth Management LLC4,765$303K0.0%+26.6%0.033%
4/24/2024 Essex Financial Services Inc.11,957$760K0.1%-6.1%0.082%
4/16/2024 Howard Financial Services LTD.25,745$1.63M0.3%+0.7%0.177%
4/10/2024 American National Bank36,185$2.30M0.3%+0.6%0.248%
3/1/2024 Creekmur Asset Management LLC2,173$147K0.0%N/A0.015%
2/16/2024 Burford Brothers Inc.10,000$677K0.5%N/A0.069%
2/13/2024 Holderness Investments Co.6,000$406K0.1%N/A0.041%
2/13/2024 Peapack Gladstone Financial Corp22,482$1.53M0.0%-3.0%0.154%
2/9/2024 King Luther Capital Management Corp150,107$10.19M0.0%-0.3%1.030%
2/8/2024 Beacon Pointe Advisors LLC198,490$13.44M0.2%+2.8%1.361%
2/6/2024 Fielder Capital Group LLC11,733$796K0.5%N/A0.080%
2/6/2024 TCG Advisory Services LLC4,370$296K0.0%N/A0.030%
2/6/2024 Essex Financial Services Inc.12,736$864K0.1%+12.6%0.087%
2/5/2024 Islay Capital Management LLC3,500$237K0.2%+16.7%0.024%
2/2/2024 Atria Wealth Solutions Inc.4,115$279K0.0%-20.4%0.028%
2/1/2024 1900 Wealth Management LLC3,765$255K0.0%-25.0%0.026%
2/1/2024 Significant Wealth Partners LLC39,090$2.65M1.9%N/A0.268%
1/31/2024 Mraz Amerine & Associates Inc.28,312$1.92M0.4%-1.6%0.194%
1/30/2024 Tyche Wealth Partners LLC5,083$345K0.1%N/A0.035%
1/29/2024 Koshinski Asset Management Inc.33,085$2.24M0.3%+39.1%0.227%
1/26/2024 Geneos Wealth Management Inc.1,615$110K0.0%-13.4%0.011%
1/18/2024 Chilton Capital Management LLC49,772$3.37M0.2%-0.4%0.341%
1/16/2024 Raymond James & Associates25,837$1.75M0.0%-2.4%0.177%
11/13/2023 Bramshill Investments LLC19,594$1.29M0.2%-9.7%0.134%
11/13/2023 Mraz Amerine & Associates Inc.28,762$1.89M0.4%-1.0%0.197%
11/9/2023 Navellier & Associates Inc.6,532$430K0.1%-37.5%0.045%
11/8/2023 HighTower Advisors LLC9,947$654K0.0%+40.9%0.068%
11/8/2023Pathstone Family Office LLC3,617$238K0.0%N/A0.025%
11/8/2023 Atria Wealth Solutions Inc.5,167$340K0.0%+23.5%0.035%
11/8/2023 Argent Trust Co4,977$328K0.0%-6.4%0.034%
11/8/2023 Moors & Cabot Inc.10,967$723K0.0%+2.8%0.075%
11/7/2023 Virtus ETF Advisers LLC3,031$200K0.1%-5.3%0.021%
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11/7/2023 Quantbot Technologies LP665$44K0.0%-81.6%0.005%
10/24/2023 Raymond James & Associates26,478$1.75M0.0%-1.5%0.182%
10/24/2023 Cambridge Investment Research Advisors Inc.8,732$575K0.0%+2.3%0.060%
10/23/2023Commonwealth Equity Services LLC18,943$1.25M0.0%+3.2%0.130%
10/18/2023 Koshinski Asset Management Inc.23,780$1.56M0.2%+8.3%0.163%
10/16/2023 Capital Investment Advisors LLC14,070$925K0.0%-3.6%0.097%
10/11/2023 Adviser Investments LLC10,209$673K0.0%N/A0.070%
10/11/2023 Greylin Investment Management Inc9,100$598K0.1%N/A0.062%
8/21/2023 BOKF NA25,000$1.65M0.0%-2.9%0.171%
8/15/2023 Beacon Pointe Advisors LLC145,069$9.55M0.2%+453.4%0.995%
8/15/2023 Chilton Investment Co. Inc.9,067$598K0.0%N/A0.062%
8/14/2023 Perritt Capital Management Inc.2,600$171K0.1%-6.5%0.018%
8/14/2023 Chilton Capital Management LLC51,224$3.37M0.2%+0.9%0.351%
8/14/2023 Horizon Kinetics Asset Management LLC42,311$2.79M0.1%+20.3%0.290%
8/10/2023 Moors & Cabot Inc.10,672$704K0.0%+7.9%0.073%
8/9/2023Veritable L.P.3,617$239K0.0%N/A0.025%
8/9/2023 BNP Paribas Arbitrage SNC7,545$498K0.0%-35.7%0.052%
8/9/2023 Essex Financial Services Inc.11,460$756K0.1%-72.9%0.079%
8/8/2023 Kovitz Investment Group Partners LLC7,032$463K0.0%N/A0.048%
8/8/2023Prospera Financial Services Inc18,122$1.20M0.0%+10.9%0.124%
8/7/2023 Royce & Associates LP42,848$2.83M0.0%-10.1%0.294%
8/4/2023 Custos Family Office LLC5,564$367K0.2%-36.8%0.038%
8/4/2023 Oxbow Advisors LLC18,661$1.23M0.2%+7.7%0.128%
8/3/2023 Atria Wealth Solutions Inc.4,184$276K0.0%+64.9%0.029%
8/3/2023 Advisors Capital Management LLC3,450$227K0.0%-9.2%0.024%
8/1/2023 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA6,116$403K0.0%+325.6%0.042%
7/31/2023 LPL Financial LLC18,494$1.22M0.0%+4.7%0.127%
7/28/2023 Koshinski Asset Management Inc.21,961$1.45M0.2%N/A0.151%
7/27/2023Virtu Financial LLC4,533$299K0.0%N/A0.031%
7/14/2023 Ronald Blue Trust Inc.23,665$1.70M0.0%-60.4%0.162%
7/13/2023 Cambridge Investment Research Advisors Inc.8,533$563K0.0%+14.1%0.059%
6/16/2023 DGS Capital Management LLC3,199$230K0.1%-9.6%0.022%
5/23/2023 Royce & Associates LP47,648$3.42M0.0%-10.0%0.327%
5/12/2023 Perritt Capital Management Inc.2,781$200K0.1%-7.0%0.019%
5/12/2023 Argent Trust Co5,315$382K0.0%+18.5%0.036%
5/11/2023 Bramshill Investments LLC22,125$1.59M0.2%+1.7%0.152%
5/11/2023 BOKF NA25,736$1.85M0.0%+2.9%0.177%
5/11/2023Tucker Asset Management LLC1,000$72K0.0%N/A0.007%
5/11/2023 Envestnet Asset Management Inc.9,378$675K0.0%-29.0%0.064%
5/11/2023 Fayez Sarofim & Co260,298$18.69M0.1%+29.1%1.785%
5/10/2023 Custos Family Office LLC8,809$633K0.4%N/A0.060%
5/10/2023 Disciplined Investments LLC3,545$255K0.1%+209.3%0.024%
5/9/2023 Tower Research Capital LLC TRC2,569$184K0.0%N/A0.018%
5/8/2023 Brown Advisory Inc.9,000$646K0.0%+22.4%0.062%
5/5/2023 Capital Analysts LLC40,169$2.88M0.2%+58.2%0.276%
5/4/2023 Mirae Asset Global Investments Co. Ltd.175,711$12.62M0.0%-42.6%1.205%
5/4/2023 Royce & Associates LP47,648$3.42M0.0%-10.0%0.327%
5/2/2023 SkyOak Wealth LLC2,902$208K0.1%+8.9%0.020%
5/2/2023 Venturi Wealth Management LLC399$29K0.0%N/A0.003%
4/28/2023 U S Global Investors Inc.20,000$1.44M0.1%-24.5%0.137%
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4/28/2023 Ameritas Advisory Services LLC1,240$90K0.0%-48.4%0.009%
4/26/2023 Oxbow Advisors LLC17,319$1.25M0.2%+8.7%0.119%
4/24/2023 TCG Advisory Services LLC2,880$207K0.0%N/A0.020%
4/21/2023 PFG Advisors14,796$1.07M0.1%N/A0.101%
4/20/2023 Mraz Amerine & Associates Inc.28,862$2.08M0.5%+2.1%0.198%
4/17/2023 Ronald Blue Trust Inc.59,831$5.11M0.1%+147.2%0.410%
4/14/2023 Raymond James & Associates26,933$1.93M0.0%+13.0%0.185%
4/12/2023 Transcend Capital Advisors LLC14,480$1.04M0.1%N/A0.099%
4/7/2023 Greylin Investment Management Inc9,100$655K0.1%N/A0.062%
2/21/2023 DGS Capital Management LLC3,540$302K0.2%+12.9%0.024%
(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, 93 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. ($11.17M), King Luther Capital Management Corp ($10.19M), Chilton Capital Management LLC ($3.03M), Capital Analysts LLC ($2.88M), and Royce & Associates LP ($2.83M).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 82 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. ($465.65K), 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 Significant Wealth Partners LLC ($39.09K).

How much institutional buying is happening at Sabine Royalty Trust?

Institutional investors have bought a total of 1,559,820 shares in the last 24 months. This purchase volume represents approximately $100.74M in transactions.

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

Of the 41 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), Essex Financial Services Inc. ($40.23K), Ronald Blue Trust Inc. ($36.17K), Edge Capital Group LLC ($33.11K), Royce & Associates LP ($28.60K), Capital Analysts LLC ($13.20K), and Oxbow Advisors LLC ($11.08K).

How much institutional selling is happening at Sabine Royalty Trust?

Institutional investors have sold a total of 365,820 shares in the last 24 months. This volume of shares sold represents approximately $25.62M in transactions.


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This page (NYSE:SBR) was last updated on 5/19/2024 by MarketBeat.com Staff

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