Sabine Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERICANA PARTNERS, LLC | 02/06/2026 | 269.93 K | $18.51 M | 2.09% | 1.85% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 158.61 K | $10.88 M | 173.85% | 1.09% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 02/09/2026 | 143.56 K | $9.84 M | 0.00% | 0.98% |
| MORGAN STANLEY | 02/13/2026 | 127.46 K | $8.74 M | 14.45% | 0.87% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 109.49 K | $7.51 M | 0.07% | 0.75% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 86.39 K | $5.92 M | 0.94% | 0.59% |
| FAYEZ SAROFIM & CO | 02/13/2026 | 81.35 K | $5.58 M | -39.31% | 0.56% |
| HOWARD FINANCIAL SERVICES, LTD. | 01/12/2026 | 68.01 K | $4.66 M | 0.11% | 0.47% |
| CITADEL ADVISORS LLC | 02/17/2026 | 38.89 K | $2.67 M | 25.08% | 0.27% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 36.77 K | $2.52 M | -8.13% | 0.25% |
| MOODY NATIONAL BANK TRUST DIVISION | 01/12/2026 | 35.19 K | $2.41 M | 0.00% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 32.25 K | $2.21 M | -32.08% | 0.22% |
| CHILTON CAPITAL MANAGEMENT LLC | 02/12/2026 | 32.01 K | $2.20 M | -9.00% | 0.22% |
| SCS CAPITAL MANAGEMENT LLC | 02/10/2026 | 31.12 K | $2.13 M | 0.00% | 0.21% |
| JPMORGAN CHASE & CO | 02/11/2026 | 29.43 K | $2.02 M | 91.56% | 0.20% |
| UNIPLAN INVESTMENT COUNSEL, INC. | 02/17/2026 | 29.05 K | $1.99 M | 24.10% | 0.20% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 25.38 K | $1.74 M | -65.48% | 0.17% |
| LPL FINANCIAL LLC | 02/11/2026 | 25.04 K | $1.72 M | -5.59% | 0.17% |
| VERABANK, N.A. | 02/11/2026 | 24.02 K | $1.65 M | 0.00% | 0.16% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 23.77 K | $1.63 M | -3.95% | 0.16% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 02/06/2026 | 23.70 K | $1.63 M | 0.00% | 0.16% |
| PEAPACK GLADSTONE FINANCIAL CORP | 02/10/2026 | 23.25 K | $1.59 M | 4.16% | 0.16% |
| 02/12/2026 | 23.10 K | $1.58 M | 0.00% | 0.16% | |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 21.76 K | $1.49 M | 27.92% | 0.15% |
| BWM PLANNING, LLC | 01/14/2026 | 21.55 K | $1.48 M | 0.00% | 0.15% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 21.11 K | $1.45 M | 2.90% | 0.14% |
| HRT FINANCIAL LP | 02/12/2026 | 20.51 K | $1.41 M | -14.01% | 0.14% |
| UBS GROUP AG | 01/29/2026 | 17.84 K | $1.22 M | -4.11% | 0.12% |
| CREATIVE PLANNING | 02/17/2026 | 17.72 K | $1.21 M | 7.41% | 0.12% |
| LAZARD ASSET MANAGEMENT LLC | 02/17/2026 | 15.75 K | $1.08 M | 100.00% | 0.11% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 15.54 K | $1.07 M | -0.51% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 15.42 K | $1.06 M | -3.76% | 0.11% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 15.03 K | $1.03 M | 2.86% | 0.10% |
| PFG ADVISORS | 01/27/2026 | 14.85 K | $1.02 M | 0.00% | 0.10% |
| MOORS & CABOT, INC. | 02/10/2026 | 14.71 K | $1.01 M | -1.76% | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 14.03 K | $961.93 K | 100.00% | 0.10% |
| SENDERO WEALTH MANAGEMENT, LLC | 01/13/2026 | 12.93 K | $886.41 K | 0.00% | 0.09% |
| AMG NATIONAL TRUST BANK | 01/30/2026 | 12.68 K | $869.47 K | 0.00% | 0.09% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 12.20 K | $836.62 K | -1.76% | 0.08% |
| RAHLFS CAPITAL, LLC | 02/05/2026 | 11.99 K | $821.81 K | 0.00% | 0.08% |
| SAVANT CAPITAL, LLC | 02/10/2026 | 11.96 K | $820.37 K | 100.00% | 0.08% |
| MOTCO | 02/06/2026 | 11.60 K | $795.41 K | 0.00% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 11.17 K | $765.80 K | -26.30% | 0.08% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 10.81 K | $740.88 K | 0.04% | 0.07% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 02/02/2026 | 10.60 K | $726.84 K | 0.00% | 0.07% |
| EXENCIAL WEALTH ADVISORS, LLC | 01/30/2026 | 10.36 K | $710.18 K | 0.00% | 0.07% |
| FRANKLIN STREET ADVISORS INC /NC | 01/21/2026 | 10.08 K | $691.25 K | 0.00% | 0.07% |
| BURFORD BROTHERS, INC. | 02/05/2026 | 10.00 K | $685.70 K | -1.40% | 0.07% |
| FIELDER CAPITAL GROUP LLC | 02/10/2026 | 9.58 K | $656.72 K | 0.00% | 0.07% |
| VERDENCE CAPITAL ADVISORS LLC | 01/29/2026 | 9.50 K | $651.42 K | -9.52% | 0.07% |
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Sabine Royalty Trust institutional Ownership - FAQ's
During the previous two years, 194 institutional investors and hedge funds held shares of Sabine Royalty Trust. The most heavily invested institutionals were:
Americana Partners, LLC: 269,933
Prospera Financial Services Inc: 158,609
KING LUTHER CAPITAL MANAGEMENT CORP: 143,555
MORGAN STANLEY: 127,459
HORIZON KINETICS ASSET MANAGEMENT LLC: 109,487
Beacon Pointe Advisors, LLC: 86,389
14.75% of Sabine Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 2.39 M shares in the last 24 months. This purchase volume represents approximately $174.57 M in transactions.