SBR

Sabine Royalty Trust

127 hedge funds and large institutions have $113M invested in Sabine Royalty Trust in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
34
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$33.4K
HNB
102
Huntington National Bank
Ohio
$30.9K
OW
103
Olistico Wealth
Oklahoma
$26.4K
VWM
104
Venturi Wealth Management
Texas
$24.6K
GWM
105
Geneos Wealth Management
Colorado
$16.4K -$15.4K -250 -49%
EWA
106
EverSource Wealth Advisors
Alabama
$15.7K +$15.7K +255 New
HCP
107
Hexagon Capital Partners
Arkansas
$14.5K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$14K +$249 +4 +2%
FCM
109
Fourpath Capital Management
Oklahoma
$13.1K +$13.1K +212 New
GRP
110
Global Retirement Partners
California
$10.4K +$10.4K +168 New
LWA
111
Lowe Wealth Advisors
Maryland
$9.88K
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.27K +$9.27K +150 New
SIC
113
Salem Investment Counselors
North Carolina
$7.7K +$7.7K +125 New
HI
114
Harbour Investments
Wisconsin
$6.99K +$124 +2 +2%
CAM
115
Creekmur Asset Management
Illinois
$6.96K +$62 +1 +0.9%
CFGS
116
Concourse Financial Group Securities
Alabama
$6.18K -$4.94K -80 -44%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$6.18K +$6.18K +100 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$5.87K +$3.52K +57 +150%
PA
119
PSI Advisors
Florida
$4.63K
MCM
120
Manchester Capital Management
Vermont
$3.4K
FCA
121
FinTrust Capital Advisors
South Carolina
$3.27K +$3.27K +53 New
SIS
122
Sound Income Strategies
Florida
$3.09K
UB
123
UMB Bank
Missouri
$2.78K
FFA
124
Farther Finance Advisors
California
$1.36K
PS
125
Principal Securities
Iowa
$1.17K