Sabine Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERICANA PARTNERS, LLC | 08/05/2026 | 295.76 K | $21.65 M | 6.28% | 2.03% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 252.35 K | $18.47 M | 13.69% | 1.73% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 180.84 K | $13.24 M | 1.42% | 1.24% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 08/10/2026 | 143.56 K | $10.51 M | 0.00% | 0.98% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/11/2026 | 111.80 K | $8.18 M | 0.58% | 0.77% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 87.44 K | $6.40 M | 77.14% | 0.60% |
| FAYEZ SAROFIM & CO | 08/17/2026 | 81.35 K | $5.95 M | 0.00% | 0.56% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 75.58 K | $5.53 M | -29.13% | 0.52% |
| CWA ASSET MANAGEMENT GROUP, LLC | 07/14/2026 | 70.79 K | $5.18 M | 100.00% | 0.49% |
| HOWARD FINANCIAL SERVICES, LTD. | 07/07/2026 | 68.19 K | $4.99 M | 0.15% | 0.47% |
| MORGAN STANLEY | 08/13/2026 | 66.45 K | $4.86 M | -50.87% | 0.46% |
| UNIPLAN INVESTMENT COUNSEL, INC. | 08/14/2026 | 48.21 K | $3.53 M | 23.15% | 0.33% |
| CITADEL ADVISORS LLC | 08/14/2026 | 38.26 K | $2.80 M | 9.96% | 0.26% |
| SCS CAPITAL MANAGEMENT LLC | 08/06/2026 | 32.61 K | $2.39 M | 4.82% | 0.22% |
| MOODY NATIONAL BANK TRUST DIVISION | 07/07/2026 | 31.90 K | $2.33 M | -9.35% | 0.22% |
| CAPITAL ANALYSTS, LLC | 08/05/2026 | 31.02 K | $2.27 M | 1.24% | 0.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 28.32 K | $2.07 M | -10.14% | 0.19% |
| LPL FINANCIAL LLC | 08/07/2026 | 28.28 K | $2.07 M | 5.43% | 0.19% |
| CHILTON CAPITAL MANAGEMENT LLC | 08/04/2026 | 27.70 K | $2.03 M | -10.93% | 0.19% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 26.64 K | $1.95 M | 5.15% | 0.18% |
| SIGNIFICANT WEALTH PARTNERS LLC | 07/14/2026 | 26.62 K | $1.95 M | 1.58% | 0.18% |
| RONALD BLUE TRUST, INC. | 07/21/2026 | 25.06 K | $1.83 M | 0.00% | 0.17% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 07/16/2026 | 23.33 K | $1.71 M | 0.00% | 0.16% |
| HRT FINANCIAL LP | 08/14/2026 | 23.28 K | $1.70 M | 31.32% | 0.16% |
| PEAPACK GLADSTONE FINANCIAL CORP | 08/14/2026 | 23.13 K | $1.69 M | 0.32% | 0.16% |
| GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC | 08/12/2026 | 23.10 K | $1.69 M | 0.00% | 0.16% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 22.95 K | $1.68 M | -2.26% | 0.16% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 22.37 K | $1.64 M | -10.74% | 0.15% |
| SAVANT CAPITAL, LLC | 08/10/2026 | 22.32 K | $1.63 M | 273.14% | 0.15% |
| CLARE MARKET INVESTMENTS LLC | 07/27/2026 | 21.83 K | $1.60 M | 0.00% | 0.15% |
| BWM PLANNING, LLC | 07/23/2026 | 21.55 K | $1.58 M | 0.00% | 0.15% |
| VERABANK, N.A. | 08/06/2026 | 19.75 K | $1.45 M | 0.00% | 0.14% |
| NUVEEN, LLC | 08/11/2026 | 18.98 K | $1.39 M | 100.00% | 0.13% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 17.72 K | $1.30 M | 2.48% | 0.12% |
| UBS GROUP AG | 08/13/2026 | 16.98 K | $1.24 M | -22.44% | 0.12% |
| 49 WEALTH MANAGEMENT, LLC | 08/18/2026 | 16.05 K | $1.17 M | 100.00% | 0.11% |
| ALONGSIDE, LLC | 08/14/2026 | 16.05 K | $1.17 M | 100.00% | 0.11% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 15.42 K | $1.13 M | 0.00% | 0.11% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 15.13 K | $1.11 M | 1.34% | 0.10% |
| PFG ADVISORS | 07/16/2026 | 14.85 K | $1.09 M | 0.00% | 0.10% |
| MOORS & CABOT, INC. | 08/10/2026 | 14.60 K | $1.07 M | 0.01% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 14.17 K | $1.04 M | -4.82% | 0.10% |
| MCDANIEL TERRY & CO | 07/30/2026 | 14.00 K | $1.02 M | 0.00% | 0.10% |
| SENDERO WEALTH MANAGEMENT, LLC | 08/04/2026 | 12.93 K | $946.26 K | 0.00% | 0.09% |
| AMG NATIONAL TRUST BANK | 08/07/2026 | 12.68 K | $928.18 K | 0.00% | 0.09% |
| MARSHALL WACE, LLP | 08/13/2026 | 12.27 K | $898.24 K | -79.15% | 0.08% |
| RAHLFS CAPITAL, LLC | 07/28/2026 | 11.99 K | $877.30 K | 0.00% | 0.08% |
| WESTWOOD HOLDINGS GROUP INC | 08/14/2026 | 11.98 K | $876.94 K | 122.80% | 0.08% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 11.82 K | $865.53 K | 74.99% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 11.67 K | $854.28 K | 3.30% | 0.08% |
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Sabine Royalty Trust institutional Ownership - FAQ's
During the previous two years, 208 institutional investors and hedge funds held shares of Sabine Royalty Trust. The most heavily invested institutionals were:
Americana Partners, LLC: 295,755
Beacon Pointe Advisors, LLC: 252,353
Prospera Financial Services Inc: 180,835
KING LUTHER CAPITAL MANAGEMENT CORP: 143,555
HORIZON KINETICS ASSET MANAGEMENT LLC: 111,796
TWO SIGMA INVESTMENTS, LP: 87,436
18.17% of Sabine Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 2.91 M shares in the last 24 months. This purchase volume represents approximately $217.26 M in transactions.