Sabine Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERICANA PARTNERS, LLC | 05/12/2026 | 278.28 K | $20.87 M | 3.09% | 1.91% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 221.97 K | $16.65 M | 156.94% | 1.52% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 178.30 K | $13.43 M | 12.42% | 1.22% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 05/11/2026 | 143.56 K | $10.82 M | 0.00% | 0.98% |
| MORGAN STANLEY | 05/15/2026 | 135.26 K | $10.19 M | 6.12% | 0.93% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 111.15 K | $8.37 M | 1.52% | 0.76% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 05/11/2026 | 106.64 K | $8.03 M | 100.00% | 0.73% |
| FAYEZ SAROFIM & CO | 05/15/2026 | 81.35 K | $6.13 M | 0.00% | 0.56% |
| HOWARD FINANCIAL SERVICES, LTD. | 04/07/2026 | 68.08 K | $5.11 M | 0.10% | 0.47% |
| MARSHALL WACE, LLP | 05/15/2026 | 58.84 K | $4.43 M | 100.00% | 0.40% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 49.36 K | $3.72 M | 94.50% | 0.34% |
| UNIPLAN INVESTMENT COUNSEL, INC. | 05/15/2026 | 39.15 K | $2.95 M | 34.77% | 0.27% |
| MOODY NATIONAL BANK TRUST DIVISION | 04/09/2026 | 35.19 K | $2.65 M | 0.00% | 0.24% |
| CITADEL ADVISORS LLC | 05/15/2026 | 34.80 K | $2.62 M | -10.52% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 31.52 K | $2.37 M | -2.27% | 0.22% |
| SCS CAPITAL MANAGEMENT LLC | 05/11/2026 | 31.12 K | $2.34 M | 0.00% | 0.21% |
| CHILTON CAPITAL MANAGEMENT LLC | 05/11/2026 | 31.10 K | $2.33 M | -2.86% | 0.21% |
| CAPITAL ANALYSTS, LLC | 05/14/2026 | 30.64 K | $2.31 M | 3.37% | 0.21% |
| LPL FINANCIAL LLC | 05/06/2026 | 26.82 K | $2.02 M | 7.10% | 0.18% |
| SIGNIFICANT WEALTH PARTNERS LLC | 04/08/2026 | 26.21 K | $1.97 M | 100.00% | 0.18% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 25.33 K | $1.91 M | -31.11% | 0.17% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 25.06 K | $1.89 M | 18.71% | 0.17% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 25.06 K | $1.89 M | 15.15% | 0.17% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 23.48 K | $1.76 M | -1.22% | 0.16% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 05/05/2026 | 23.33 K | $1.75 M | -1.58% | 0.16% |
| 04/24/2026 | 23.10 K | $1.74 M | 0.00% | 0.16% | |
| PEAPACK GLADSTONE FINANCIAL CORP | 05/15/2026 | 23.06 K | $1.74 M | -0.83% | 0.16% |
| UBS GROUP AG | 05/05/2026 | 21.89 K | $1.65 M | 22.74% | 0.15% |
| CLARE MARKET INVESTMENTS LLC | 04/29/2026 | 21.83 K | $1.64 M | 100.00% | 0.15% |
| BWM PLANNING, LLC | 04/22/2026 | 21.55 K | $1.62 M | 0.00% | 0.15% |
| VERABANK, N.A. | 05/12/2026 | 19.75 K | $1.49 M | -17.78% | 0.14% |
| CREATIVE PLANNING | 05/12/2026 | 17.83 K | $1.34 M | 0.65% | 0.12% |
| HRT FINANCIAL LP | 05/14/2026 | 17.72 K | $1.34 M | -13.60% | 0.12% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 17.29 K | $1.30 M | 9.79% | 0.12% |
| JPMORGAN CHASE & CO | 05/13/2026 | 16.12 K | $1.23 M | -45.21% | 0.11% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 15.42 K | $1.16 M | -0.77% | 0.11% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 14.93 K | $1.12 M | -0.61% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 14.89 K | $1.12 M | -3.45% | 0.10% |
| PFG ADVISORS | 05/05/2026 | 14.85 K | $1.11 M | 0.00% | 0.10% |
| MOORS & CABOT, INC. | 05/08/2026 | 14.60 K | $1.10 M | -0.81% | 0.10% |
| MCDANIEL TERRY & CO | 05/05/2026 | 14.00 K | $1.05 M | 100.00% | 0.10% |
| SENDERO WEALTH MANAGEMENT, LLC | 04/22/2026 | 12.93 K | $973.92 K | 0.00% | 0.09% |
| AMG NATIONAL TRUST BANK | 05/04/2026 | 12.68 K | $953.14 K | 0.00% | 0.09% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 12.15 K | $911.71 K | -0.41% | 0.08% |
| RAHLFS CAPITAL, LLC | 05/11/2026 | 11.99 K | $901.45 K | 0.00% | 0.08% |
| BLACKROCK, INC. | 05/13/2026 | 11.62 K | $875.30 K | 95.59% | 0.08% |
| MOTCO | 04/22/2026 | 11.60 K | $873.94 K | 0.00% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 11.30 K | $851.13 K | 1.16% | 0.08% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 11.00 K | $829.01 K | 10.07% | 0.08% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 10.81 K | $814.32 K | 0.04% | 0.07% |
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Sabine Royalty Trust institutional Ownership - FAQ's
During the previous two years, 195 institutional investors and hedge funds held shares of Sabine Royalty Trust. The most heavily invested institutionals were:
Americana Partners, LLC: 278,281
Beacon Pointe Advisors, LLC: 221,967
Prospera Financial Services Inc: 178,301
KING LUTHER CAPITAL MANAGEMENT CORP: 143,555
MORGAN STANLEY: 135,264
HORIZON KINETICS ASSET MANAGEMENT LLC: 111,150
17.99% of Sabine Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 2.82 M shares in the last 24 months. This purchase volume represents approximately $210.88 M in transactions.