SBR
Sabine Royalty Trust
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Americana Partners, Llc | $20.5M | 295.8K | 0.44% | Unchanged |
Cwa Asset Management Group, Llc | $4.3M | 62.9K | 0.13% | -11.2% |
Howard Financial Services, Ltd. | $4.3M | 62.2K | 0.45% | -8.8% |
Moody National Bank Trust Division | $2.2M | 31.9K | 0.18% | Unchanged |
Commonwealth Equity Services, Llc | $2M | 28.4K | 0.00% | +0.2% |
Chilton Capital Management Llc | $1.8M | 26.2K | 0.06% | -5.4% |
Mraz, Amerine & Associates, Inc. | $1.6M | 23.2K | 0.25% | -0.7% |
Greenfield Seitz Capital Management, Llc | $1.6M | 23.1K | 0.46% | Unchanged |
Blue Trust, Inc. | $1.5M | 22.2K | 0.02% | -11.6% |
Concurrent Investment Advisors, Llc | $1.5M | 21.3K | 0.01% | -7.0% |
Pfg Advisors | $1M | 14.8K | 0.05% | -0.3% |
Sendero Wealth Management, Llc | $894K | 12.9K | 0.09% | Unchanged |
Rahlfs Capital, Llc | $829K | 12.0K | 0.55% | Unchanged |
Independent Financial Group, Llc | $787K | 11.4K | 0.01% | +2.0% |
Capital Investment Advisors, Llc | $763K | 11.0K | 0.01% | Unchanged |
Dwr Wealth Management, Llc | $734K | 10.5K | 0.51% | Unchanged |
Robertson Stephens Wealth Management, Llc | $733K | 10.6K | 0.02% | Unchanged |
Franklin Street Advisors Inc /Nc | $697K | 10.1K | 0.04% | Unchanged |
Burford Brothers, Inc. | $692K | 10.0K | 0.25% | Unchanged |
M.E. Allison & Co., Inc. | $625K | 9.0K | 0.35% | +0.1% |
Verdence Capital Advisors Llc | $553K | 8.0K | 0.02% | Unchanged |
Carnegie Investment Counsel | $505K | 7.3K | 0.01% | Unchanged |
Private Trust Co Na | $456K | 6.6K | 0.04% | -2.9% |
1900 Wealth Management Llc | $424K | 6.1K | 0.02% | Unchanged |
Creative Planning | $400K | 5.8K | 0.00% | +0.4% |
State Of Wyoming | $396K | 5.7K | 0.03% | -22.6% |
Beacon Financial Group | $363K | 5.3K | 0.03% | Unchanged |
Kestra Advisory Services, Llc | $314K | 4.5K | 0.00% | -4.5% |
Titleist Asset Management, Llc | $293K | 4.2K | 0.02% | +0.5% |
Islay Capital Management, Llc | $242K | 3.5K | 0.11% | Unchanged |
Rhodes Investment Advisors Inc /Adv | $242K | 3.5K | 0.17% | Unchanged |
Ackerman Capital Advisors, Llc | $236K | 3.4K | 0.05% | Unchanged |
Wilmington Savings Fund Society, Fsb | $104K | 1.5K | 0.00% | Unchanged |
Bokf, Na | $104K | 1.5K | 0.00% | -50.0% |
Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma | $99K | 1.4K | 0.00% | Unchanged |
Quaker Wealth Management, Llc | $69K | 1.0K | 0.02% | Unchanged |
Farther Finance Advisors, Llc | $67K | 971 | 0.00% | +6.5% |
Signature Resources Capital Management, Llc | $41K | 600 | 0.02% | Unchanged |
Madden Securities Corp | $35K | 500 | 0.01% | New Position |
American National Bank & Trust | $33K | 483 | 0.00% | Unchanged |
Olistico Wealth, Llc | $30K | 427 | 0.01% | Unchanged |
Fortitude Family Office, Llc | $11K | 156 | 0.00% | New Position |
Dhjj Financial Advisors, Ltd. | $8K | 119 | 0.00% | +2.6% |
Td Private Client Wealth Llc | $2K | 36 | 0.00% | Unchanged |
Heritage Family Offices, Llp | $2K | 35 | 0.00% | New Position |
Mather Group, Llc. | $2K | 30 | 0.00% | New Position |
Mosley Wealth Management | $2K | 26 | 0.00% | Unchanged |
Assetmark, Inc | $899 | 13 | 0.00% | Unchanged |
Birch Financial Group, Llc | $735 | 11 | 0.00% | New Position |
Decker Retirement Planning Inc. | $24 | 0 | 0.00% | Unchanged |