Sabine Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERICANA PARTNERS, LLC | 10/29/2025 | 264.40 K | $21.01 M | 611.62% | 1.81% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 11/07/2025 | 143.56 K | $11.41 M | 0.00% | 0.98% |
| FAYEZ SAROFIM & CO | 11/14/2025 | 134.04 K | $10.65 M | 0.00% | 0.92% |
| MORGAN STANLEY | 11/14/2025 | 111.37 K | $8.85 M | 23.11% | 0.76% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 11/14/2025 | 109.41 K | $8.69 M | -0.10% | 0.75% |
| BEACON POINTE ADVISORS, LLC | 11/14/2025 | 85.58 K | $6.80 M | -56.31% | 0.59% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 73.52 K | $5.84 M | 30.97% | 0.50% |
| HOWARD FINANCIAL SERVICES, LTD. | 10/23/2025 | 67.94 K | $5.40 M | 0.19% | 0.47% |
| PROSPERA FINANCIAL SERVICES INC | 11/06/2025 | 57.92 K | $4.60 M | 86.48% | 0.40% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 47.48 K | $3.77 M | 50.30% | 0.33% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 40.02 K | $3.18 M | 40.45% | 0.27% |
| MOODY NATIONAL BANK TRUST DIVISION | 10/06/2025 | 35.19 K | $2.80 M | 0.00% | 0.24% |
| CHILTON CAPITAL MANAGEMENT LLC | 10/31/2025 | 35.18 K | $2.79 M | -0.97% | 0.24% |
| SCS CAPITAL MANAGEMENT LLC | 11/13/2025 | 31.12 K | $2.47 M | 0.00% | 0.21% |
| CITADEL ADVISORS LLC | 11/14/2025 | 31.09 K | $2.47 M | 19.14% | 0.21% |
| CAPITAL ANALYSTS, LLC | 11/14/2025 | 27.92 K | $2.22 M | 1.80% | 0.19% |
| CLARE MARKET INVESTMENTS LLC | 11/12/2025 | 27.64 K | $2.20 M | 0.00% | 0.19% |
| LPL FINANCIAL LLC | 11/12/2025 | 26.52 K | $2.11 M | 15.70% | 0.18% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/27/2025 | 24.75 K | $1.97 M | -2.39% | 0.17% |
| VERABANK, N.A. | 11/07/2025 | 24.02 K | $1.91 M | 0.00% | 0.16% |
| HRT FINANCIAL LP | 11/14/2025 | 23.86 K | $1.90 M | 100.00% | 0.16% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 11/06/2025 | 23.70 K | $1.88 M | -3.36% | 0.16% |
| UNIPLAN INVESTMENT COUNSEL, INC. | 11/14/2025 | 23.41 K | $1.86 M | 82.01% | 0.16% |
| 11/24/2025 | 23.10 K | $1.84 M | 0.00% | 0.16% | |
| PEAPACK GLADSTONE FINANCIAL CORP | 11/14/2025 | 22.32 K | $1.77 M | 0.17% | 0.15% |
| BWM PLANNING, LLC | 10/31/2025 | 21.55 K | $1.71 M | 0.00% | 0.15% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 20.51 K | $1.63 M | -4.17% | 0.14% |
| UBS GROUP AG | 11/13/2025 | 18.60 K | $1.48 M | 32.53% | 0.13% |
| WALLEYE CAPITAL LLC | 11/14/2025 | 17.77 K | $1.41 M | 100.00% | 0.12% |
| RONALD BLUE TRUST, INC. | 10/16/2025 | 17.01 K | $1.35 M | 0.00% | 0.12% |
| CREATIVE PLANNING | 11/14/2025 | 16.50 K | $1.31 M | -3.36% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 16.02 K | $1.27 M | -0.06% | 0.11% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 15.62 K | $1.24 M | -0.32% | 0.11% |
| JPMORGAN CHASE & CO | 11/26/2025 | 15.36 K | $1.22 M | 282.42% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 15.15 K | $1.13 M | -14.72% | 0.10% |
| MOORS & CABOT, INC. | 11/14/2025 | 14.98 K | $1.19 M | -19.22% | 0.10% |
| PFG ADVISORS | 11/13/2025 | 14.85 K | $1.18 M | 0.00% | 0.10% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 14.61 K | $1.16 M | -1.85% | 0.10% |
| TRANSCEND CAPITAL ADVISORS, LLC | 11/04/2025 | 14.48 K | $1.15 M | 0.00% | 0.10% |
| MCDANIEL TERRY & CO | 10/22/2025 | 14.00 K | $1.11 M | 0.00% | 0.10% |
| SENDERO WEALTH MANAGEMENT, LLC | 10/08/2025 | 12.93 K | $1.03 M | 0.00% | 0.09% |
| AMG NATIONAL TRUST BANK | 11/10/2025 | 12.68 K | $1.01 M | 0.00% | 0.09% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 12.42 K | $986.78 K | -1.84% | 0.09% |
| RAHLFS CAPITAL, LLC | 11/12/2025 | 11.99 K | $952.28 K | 0.00% | 0.08% |
| MOTCO | 10/22/2025 | 11.60 K | $921.74 K | 0.00% | 0.08% |
| CRESSET ASSET MANAGEMENT, LLC | 01/22/2026 | 11.20 K | $889.95 K | -13.88% | 0.08% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 10.80 K | $858.23 K | 0.05% | 0.07% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 10.80 K | $858.17 K | 0.00% | 0.07% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 11/12/2025 | 10.60 K | $842.17 K | 0.00% | 0.07% |
| VERDENCE CAPITAL ADVISORS LLC | 10/29/2025 | 10.50 K | $738.36 K | 0.00% | 0.07% |
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Sabine Royalty Trust institutional Ownership - FAQ's
During the previous two years, 150 institutional investors and hedge funds held shares of Sabine Royalty Trust. The most heavily invested institutionals were:
Ronald Blue Trust, Inc.: 21,758
PFG Advisors: 14,846
AMG National Trust Bank: 12,680
FRANKLIN STREET ADVISORS INC /NC: 10,081
TrueMark Investments, LLC: 6,050
1900 WEALTH MANAGEMENT LLC: 5,908
15.30% of Sabine Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.82 M shares in the last 24 months. This purchase volume represents approximately $126.43 M in transactions.