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Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
53.5
12 neu, 22 erhöht, -374K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | SABINE ROYALTY TRUST |
|---|---|
| Ticker | SBR |
| CIK | 0000710752 |
Branche
| SIC-Code | 6792 |
|---|---|
| Beschreibung | Oil Royalty Traders |
Wertpapier
| CUSIP | 785688102 |
|---|---|
| ISIN | US7856881021 |
| Typ | Royalty Trst |
| Titel | SABINE ROYALTY TRUST |
Status
| Zuletzt geprüft | 2026-03-20 22:36:23.025768 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Prospera Financial Services Inc | 158,609 | 57,918 | 100,691 | 10,875,890 | Aufgestockt | +173,9% | |
| MORGAN STANLEY | 127,459 | 111,369 | 16,090 | 8,739,864 | Aufgestockt | +14,4% | |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 109,487 | 109,410 | 77 | 7,507,512 | Aufgestockt | +0,1% | |
| HOWARD FINANCIAL SERVICES, LTD. | 68,012 | 67,940 | 72 | 4,663,569 | Aufgestockt | +0,1% | |
| BANK OF AMERICA CORP /DE/ | 36,771 | 40,023 | -3,252 | 2,521,388 | Reduziert | -8,1% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 32,249 | 47,478 | -15,229 | 2,211,336 | Reduziert | -32,1% | |
| CHILTON CAPITAL MANAGEMENT LLC | 32,013 | 35,178 | -3,165 | 2,195,132 | Reduziert | -9,0% | |
| SCS Capital Management LLC | 31,115 | 31,115 | 0 | 2,133,556 | Unverändert | 0,0% | |
| JPMORGAN CHASE & CO | 29,427 | 15,362 | 14,065 | 2,017,810 | Aufgestockt | +91,6% | |
| Uniplan Investment Counsel, Inc. | 29,046 | 23,405 | 5,641 | 1,991,689 | Aufgestockt | +24,1% | |
| LPL Financial LLC | 25,041 | 26,523 | -1,482 | 1,717,028 | Reduziert | -5,6% | |
| VeraBank, N.A. | 24,024 | 24,024 | 0 | 1,647,326 | Unverändert | 0,0% | |
| Mraz, Amerine & Associates, Inc. | 23,700 | 23,700 | 0 | 1,625,101 | Unverändert | 0,0% | |
| MARSHALL WACE, LLP | 23,172 | 0 | 23,172 | 1,545,109 | Neu | +100,0% | |
| Blue Trust, Inc. | 21,758 | 17,009 | 4,749 | 1,491,946 | Aufgestockt | +27,9% | |
| BWM Planning, LLC | 21,552 | 21,552 | 0 | 1,477,826 | Unverändert | 0,0% | |
| Qube Research & Technologies Ltd | 21,108 | 20,513 | 595 | 1,447,376 | Aufgestockt | +2,9% | |
| UBS Group AG | 17,838 | 18,603 | -765 | 1,223,152 | Reduziert | -4,1% | |
| Creative Planning | 17,719 | 16,497 | 1,222 | 1,214,995 | Aufgestockt | +7,4% | |
| TRANSCEND CAPITAL ADVISORS, LLC | 14,480 | 14,480 | 0 | 1,150,581 | Unverändert | 0,0% | |
| LAZARD ASSET MANAGEMENT LLC | 15,747 | 6,274 | 9,473 | 1,079,772 | Aufgestockt | +151,0% | |
| STIFEL FINANCIAL CORP | 15,543 | 15,623 | -80 | 1,065,761 | Reduziert | -0,5% | |
| RAYMOND JAMES FINANCIAL INC | 15,420 | 16,022 | -602 | 1,057,364 | Reduziert | -3,8% | |
| MERCER GLOBAL ADVISORS INC /ADV | 15,025 | 14,607 | 418 | 1,030,248 | Aufgestockt | +2,9% | |
| PFG Advisors | 14,846 | 14,846 | 0 | 1,017,990 | Unverändert | 0,0% | |
| Moors & Cabot, Inc. | 14,714 | 14,978 | -264 | 1,008,935 | Reduziert | -1,8% | |
| Sendero Wealth Management, LLC | 12,927 | 12,927 | 0 | 886,405 | Unverändert | 0,0% | |
| AMG National Trust Bank | 12,680 | 12,680 | 0 | 869,468 | Unverändert | 0,0% | |
| Capital Investment Advisors, LLC | 12,201 | 12,420 | -219 | 836,623 | Reduziert | -1,8% | |
| RAHLFS CAPITAL, LLC | 11,985 | 11,985 | 0 | 821,811 | Unverändert | 0,0% | |
| Savant Capital, LLC | 11,964 | 0 | 11,964 | 820,372 | Neu | +100,0% | |
| MOTCO | 11,600 | 11,600 | 0 | 795,412 | Unverändert | 0,0% | |
| OSAIC HOLDINGS, INC. | 11,167 | 15,152 | -3,985 | 765,795 | Reduziert | -26,3% | |
| Advisory Services Network, LLC | 10,805 | 10,801 | 4 | 740,879 | Aufgestockt | 0,0% | |
| EXENCIAL WEALTH ADVISORS, LLC | 10,357 | 10,357 | 0 | 710,180 | Unverändert | 0,0% | |
| FRANKLIN STREET ADVISORS INC /NC | 10,081 | 10,081 | 0 | 691,254 | Unverändert | 0,0% | |
| Burford Brothers, Inc. | 10,000 | 10,142 | -142 | 685,703 | Reduziert | -1,4% | |
| Fielder Capital Group LLC | 9,577 | 9,577 | 0 | 656,716 | Unverändert | 0,0% | |
| Verdence Capital Advisors LLC | 9,500 | 10,500 | -1,000 | 651,415 | Reduziert | -9,5% | |
| BROWN ADVISORY INC | 9,100 | 9,100 | 0 | 623,987 | Unverändert | 0,0% | |
| M.E. ALLISON & CO., INC. | 9,045 | 0 | 9,045 | 620,218 | Neu | +100,0% | |
| Kovitz Investment Group Partners, LLC | 7,032 | 7,032 | 0 | 558,692 | Unverändert | 0,0% | |
| Carnegie Investment Counsel | 7,300 | 7,300 | 0 | 500,561 | Unverändert | 0,0% | |
| STATE STREET CORP | 7,140 | 7,072 | 68 | 489,590 | Aufgestockt | +1,0% | |
| HighTower Advisors, LLC | 6,110 | 0 | 6,110 | 485,478 | Neu | +100,0% | |
| Focus Partners Wealth | 7,032 | 0 | 7,032 | 482,184 | Neu | +100,0% | |
| MCDANIEL TERRY & CO | 7,000 | 14,000 | -7,000 | 479,990 | Reduziert | -50,0% | |
| RWA WEALTH PARTNERS, LLC | 6,869 | 7,721 | -852 | 471,007 | Reduziert | -11,0% | |
| Focus Partners Advisor Solutions, LLC | 6,116 | 0 | 6,116 | 470,972 | Neu | +100,0% | |
| PRIVATE TRUST CO NA | 6,800 | 6,800 | 0 | 466,276 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fail-to-Deliver (6 Monate)
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-02-17 | 187 | 70,05 | 13.099 |
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Prospera Financial Services Inc | 158,609 | 10,875,890 | 12.95 |
| MORGAN STANLEY | 127,459 | 8,739,864 | 10.41 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 109,487 | 7,507,512 | 8.94 |
| HOWARD FINANCIAL SERVICES, LTD. | 68,012 | 4,663,569 | 5.55 |
| BANK OF AMERICA CORP /DE/ | 36,771 | 2,521,388 | 3.00 |
| COMMONWEALTH EQUITY SERVICES, LLC | 32,249 | 2,211,336 | 2.63 |
| CHILTON CAPITAL MANAGEMENT LLC | 32,013 | 2,195,132 | 2.61 |
| SCS Capital Management LLC | 31,115 | 2,133,556 | 2.54 |
| JPMORGAN CHASE & CO | 29,427 | 2,017,810 | 2.40 |
| Uniplan Investment Counsel, Inc. | 29,046 | 1,991,689 | 2.37 |
| LPL Financial LLC | 25,041 | 1,717,028 | 2.04 |
| VeraBank, N.A. | 24,024 | 1,647,326 | 1.96 |
| Mraz, Amerine & Associates, Inc. | 23,700 | 1,625,101 | 1.94 |
| Blue Trust, Inc. | 21,758 | 1,491,946 | 1.78 |
| BWM Planning, LLC | 21,552 | 1,477,826 | 1.76 |
| Qube Research & Technologies Ltd | 21,108 | 1,447,376 | 1.72 |
| UBS Group AG | 17,838 | 1,223,152 | 1.46 |
| Creative Planning | 17,719 | 1,214,995 | 1.45 |
| LAZARD ASSET MANAGEMENT LLC | 15,747 | 1,079,772 | 1.29 |
| STIFEL FINANCIAL CORP | 15,543 | 1,065,761 | 1.27 |