Sabine Royalty Trust
SBR- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0000710752
No open-market purchases or sales by Sabine Royalty Trust insiders were filed in the last 90 days; 149 institutions reported holding it in 13F filings for Q2 2026, worth $193.9M in total; no superinvestor holds it.
Q3 2024 vs. Q2 2024
How the institutions holding Sabine Royalty Trust changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 123 | 1 | 129 | +7 |
| Shares | 1.74M | 9.10K | 1.86M | +130.5K (+7.5%) |
| Value | $112.5M | $587.2K | $115.1M | +$3.15M (+2.8%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Sabine Royalty Trust at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| BWM Planning, LLC | 21,552 | $1.33M | 0.59% |
| Deerfield Management Company, L.P. (Series C) | 6,234 | $385.1K | 0.01% |
| Alps Advisors Inc | 5,900 | $364.4K | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 5,369 | $331.6K | 0.00% |
| Philip James Wealth Mangement, LLC | 5,302 | $326.7K | 0.04% |
| Beacon Financial Group | 5,255 | $323.7K | 0.04% |
| Captrust Financial Advisors | 3,729 | $230.2K | 0.00% |
| Citigroup Inc | 2,856 | $176.4K | 0.00% |
| EverSource Wealth Advisors, LLC | 255 | $15.7K | 0.00% |
| Reuter James Wealth Management, LLC | 212 | $13.1K | 0.00% |
| Global Retirement Partners, LLC | 168 | $10.4K | 0.00% |
| Federation des caisses Desjardins du Quebec | 150 | $9.27K | 0.00% |
| Salem Investment Counselors Inc | 125 | $7.70K | 0.00% |
| Northwestern Mutual Wealth Management Co | 100 | $6.18K | 0.00% |
| FinTrust Capital Advisors, LLC | 53 | $3.27K | 0.00% |
Sold out (8)
Institutions that held Sabine Royalty Trust at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Bramshill Investments, LLC | 15,995 | $1.03M |
| M&T Bank Corp | 11,621 | $751.8K |
| HSBC Holdings PLC | 5,000 | $323.4K |
| Family Firm, Inc. | 750 | $48.4K |
| Tower Research Capital LLC (TRC) | 439 | $28.4K |
| SJS Investment Consulting Inc. | 75 | $4.84K |
| Mather Group, LLC. | 10 | $640 |
| GAMMA Investing LLC | 3 | $194 |
Not filed for Q3 2024 yet (1)
Institutions that held Sabine Royalty Trust at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Greylin Investment Mangement Inc | 9,102 | $587.2K |