SABINE ROYALTY TR shareholder history

Current and past SABINE ROYALTY TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
KING LUTHER CAPITAL MANAGEMENT CORP 42420.00%0.02%0.07%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
FAIRFIELD, BUSH & CO. 42420.06%0.18%0.46%Q2 2013Q3 202342
MCDANIEL TERRY & CO 42420.05%0.11%0.21%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
MOTCO 42420.02%0.05%0.08%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Creative Planning 42420.00%0.01%0.02%Q2 2013Q3 202342
FAYEZ SAROFIM & CO 4010.02%0.03%0.06%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.02%0.12%0.58%Q4 2013Q4 202341
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 31100.00%0.00%0.00%Q2 2013Q3 202341
ROYAL BANK OF CANADA 3380.00%0.00%0.00%Q2 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 31100.00%0.00%0.00%Q2 2013Q3 202341
US BANCORP \DE\ 3460.00%0.00%0.01%Q2 2013Q3 202340
CHILTON CAPITAL MANAGEMENT LLC 39390.11%0.22%0.40%Q1 2014Q3 202339
AMERICAN NATIONAL BANK 39390.26%0.46%0.80%Q1 2014Q3 202339
LPL Financial LLC 15110.00%0.00%0.01%Q2 2013Q3 202338
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2110.00%0.01%0.04%Q2 2013Q3 202335
Carnegie Capital Asset Management, LLC 1660.01%0.03%0.10%Q2 2014Q3 202335
ROYCE & ASSOCIATES LP 3230.00%0.02%0.05%Q2 2013Q3 202335
CULLEN/FROST BANKERS, INC. 2860.00%0.01%0.06%Q2 2013Q3 202334
BANK OF MONTREAL /CAN/ 3210.00%0.00%0.00%Q2 2013Q3 202333
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.00%0.00%0.00%Q2 2013Q1 202132
PRIVATE TRUST CO NA 1560.03%0.06%0.13%Q2 2014Q3 202332
LUCAS CAPITAL MANAGEMENT 32320.94%3.68%6.69%Q1 2013Q4 202032
FRANKLIN STREET ADVISORS INC /NC 31310.03%0.09%0.14%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.02%0.04%Q1 2016Q3 202331
Mraz, Amerine & Associates, Inc. 30300.10%0.41%0.57%Q2 2016Q3 202330
EXENCIAL WEALTH ADVISORS, LLC 30300.02%0.11%0.26%Q2 2016Q3 202330
CENTRAL TRUST Co 30300.00%0.00%0.00%Q3 2015Q4 202230
Hilltop Holdings Inc. 30300.04%0.08%0.12%Q2 2016Q3 202330
GLENMEDE TRUST CO NA 2180.00%0.00%0.01%Q2 2013Q3 202029
AMG National Trust Bank 14140.01%0.05%0.11%Q2 2013Q3 202328
BESSEMER GROUP INC 28280.00%0.00%0.01%Q2 2013Q1 202028
STATE STREET CORP 27270.00%0.00%0.00%Q1 2017Q3 202327
STIFEL FINANCIAL CORP 1890.00%0.00%0.01%Q4 2015Q3 202327
NORTHSTAR INVESTMENT ADVISORS LLC 27270.10%0.28%0.68%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.02%Q2 2013Q4 201927
Citadel Advisors 1410.00%0.00%0.00%Q2 2013Q3 202326
TWO SIGMA ADVISERS, LP 26260.00%0.01%0.04%Q2 2013Q3 201926
DEUTSCHE BANK AG\ 2230.00%0.00%0.00%Q3 2013Q4 201925
Capital Analysts, LLC 25250.00%0.05%0.16%Q3 2017Q3 202325
Lee Financial Co 24240.02%0.03%0.04%Q1 2017Q4 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
TWO SIGMA INVESTMENTS, LP 1510.00%0.00%0.01%Q2 2013Q3 202324
REGIONS FINANCIAL CORP 12100.00%0.00%0.01%Q2 2016Q3 202322
Tower Research Capital LLC (TRC) 810.00%0.00%0.01%Q3 2013Q3 202322
Pinnacle Advisory Group, Inc. 1130.02%0.05%0.10%Q2 2015Q1 202122
RAYMOND JAMES & ASSOCIATES 1380.00%0.00%0.00%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
USCA RIA LLC 21210.02%0.07%0.10%Q3 2015Q3 202021
RWA WEALTH PARTNERS, LLC 2010.02%0.04%0.05%Q2 2018Q3 202321
Renaissance Technologies 1010.00%0.00%0.00%Q3 2013Q2 201920
HOWARD FINANCIAL SERVICES, LTD. 20200.31%0.51%0.80%Q4 2018Q3 202320
VeraBank, N.A. 20200.48%0.76%1.11%Q4 2018Q3 202320
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.01%0.03%0.06%Q1 2019Q3 202319
Cetera Advisors LLC 1210.01%0.05%0.13%Q2 2013Q1 202319
Argent Trust Co 19190.02%0.02%0.04%Q1 2019Q3 202319
Oxbow Advisors, LLC 19190.03%0.11%0.30%Q1 2019Q3 202319
CITIGROUP INC 18180.00%0.00%0.00%Q3 2013Q4 201718
Wildcat Capital Management, LLC 18180.76%5.23%11.30%Q2 2017Q3 202118
AMERIPRISE FINANCIAL INC 750.00%0.00%0.00%Q2 2013Q1 202318
CAPTRUST FINANCIAL ADVISORS 1530.00%0.00%0.01%Q1 2019Q3 202318
MUFG Americas Holdings Corp 18180.00%0.00%0.00%Q4 2010Q1 201518
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
FOSTER & MOTLEY INC 17170.40%0.73%1.04%Q2 2013Q2 201717
WFG Advisors, LP 17170.01%0.04%0.07%Q2 2013Q2 201717
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1110.00%0.00%0.00%Q2 2016Q3 202317
HighTower Advisors, LLC 1210.00%0.00%0.00%Q1 2018Q3 202317
BOYS ARNOLD & CO INC 1610.06%0.08%0.09%Q4 2015Q1 202017
Community Bank & Trust, Waco, Texas 17170.08%0.21%0.31%Q4 2015Q4 201917
Stonebridge Capital Advisors LLC 1150.00%0.00%0.01%Q2 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.05%0.15%0.34%Q4 2019Q3 202316
SFMG, LLC 1110.02%0.08%0.17%Q2 2013Q4 202216
LAZARD ASSET MANAGEMENT LLC 1320.00%0.00%0.00%Q3 2019Q3 202315
ROPES WEALTH ADVISORS LLC 15150.00%0.01%0.01%Q2 2017Q4 202015
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
MILLENNIUM MANAGEMENT LLC 420.00%0.00%0.00%Q4 2014Q2 202314
PERRITT CAPITAL MANAGEMENT INC 410.06%0.11%0.20%Q4 2017Q3 202314
IFP Advisors, Inc 770.00%0.00%0.00%Q2 2017Q3 202314
GOODWIN DANIEL L 950.04%0.07%0.11%Q2 2013Q2 201714
TCTC Holdings, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
TSFG, LLC 14140.00%0.00%0.01%Q1 2019Q2 202214
Aull & Monroe Investment Management Corp 510.10%0.13%0.18%Q2 2013Q2 201913
SignalPoint Asset Management, LLC 13130.12%0.22%0.38%Q4 2013Q4 201613
Russell Investments Group, Ltd. 910.00%0.00%0.00%Q1 2018Q3 202313
Rockefeller Capital Management L.P. 13130.00%0.00%0.00%Q4 2019Q4 202213
Greylin Investment Management, Inc 310.05%0.19%0.27%Q2 2014Q3 202313
FMR LLC 510.00%0.00%0.00%Q4 2018Q2 202313
Advisory Services Network, LLC 610.00%0.01%0.02%Q2 2019Q3 202313
NEXT Financial Group, Inc 13130.00%0.05%0.12%Q3 2014Q3 201713
Horizon Kinetics 12120.03%0.05%0.06%Q1 2016Q4 201812
PEAPACK GLADSTONE FINANCIAL CORP 12120.02%0.03%0.04%Q4 2020Q3 202312
EATON VANCE MANAGEMENT 12120.00%0.00%0.00%Q4 2019Q3 202212
Community Bank, N.A. 12120.00%0.00%0.00%Q4 2014Q3 201712
Koshinski Asset Management, Inc. 610.04%0.12%0.27%Q3 2018Q3 202312
Plante Moran Financial Advisors, LLC 12120.00%0.00%0.01%Q4 2013Q3 201612
TUCKER ASSET MANAGEMENT LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
TRADITION CAPITAL MANAGEMENT LLC 610.06%0.08%0.10%Q2 2013Q1 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
BNP PARIBAS FINANCIAL MARKETS 660.00%0.00%0.00%Q2 2015Q2 202312
Financial Management Professionals, Inc. 12120.01%0.01%0.02%Q2 2013Q1 201612
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.01%0.01%Q1 2021Q3 202311
GSA CAPITAL PARTNERS LLP 310.01%0.05%0.12%Q2 2016Q1 202311
Prospera Financial Services Inc 650.02%0.04%0.06%Q4 2020Q3 202311
BARCLAYS PLC 10100.00%0.00%0.00%Q2 2013Q3 201510
Edge Capital Group, LLC 640.05%0.20%0.96%Q1 2020Q3 202310
Sterling Capital Management LLC 610.00%0.01%0.01%Q4 2013Q3 201610
Allworth Financial LP 10100.00%0.00%0.00%Q2 2021Q3 202310
REILLY FINANCIAL ADVISORS, LLC 10100.00%0.00%0.00%Q2 2013Q3 201510
Essex Financial Services, Inc. 10100.09%0.25%0.38%Q2 2021Q3 202310
Commonwealth Financial Services, LLC 10100.02%0.04%0.08%Q4 2014Q1 201710
U S GLOBAL INVESTORS INC 10100.01%0.07%0.14%Q2 2021Q3 202310
Moors & Cabot, Inc. 10100.02%0.04%0.06%Q2 2021Q3 202310
ENVESTNET ASSET MANAGEMENT INC 10100.00%0.00%0.00%Q2 2021Q3 202310
WELCH & FORBES LLC 990.01%0.02%0.02%Q2 2013Q2 20159
Truvestments Capital LLC 510.01%0.02%0.02%Q3 2018Q1 20219
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 410.00%0.00%0.01%Q4 2017Q3 20209
Texas Yale Capital Corp. 990.02%0.04%0.05%Q2 2013Q2 20159
Parallel Advisors, LLC 810.00%0.00%0.01%Q4 2016Q3 20229
MSI Financial Services Inc 540.00%0.00%0.00%Q3 2014Q4 20169
Pinnacle Summer Investments, Inc. 990.00%0.00%0.00%Q4 2013Q4 20159
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 990.33%0.47%0.57%Q2 2013Q2 20159
Royal Fund Management, LLC 990.00%0.00%0.00%Q1 2018Q1 20209
Ackerman Capital Advisors, LLC 720.05%0.06%0.08%Q3 2019Q3 20239
Citizens National Bank Trust Department 880.02%0.02%0.02%Q4 2021Q3 20238
Bank of New York Mellon Corp 620.00%0.00%0.00%Q2 2013Q2 20158
PRELUDE CAPITAL MANAGEMENT, LLC 880.00%0.00%0.01%Q3 2013Q2 20158
1900 WEALTH MANAGEMENT LLC 880.02%0.03%0.05%Q4 2021Q3 20238
Accel Wealth Management 620.00%0.00%0.00%Q1 2021Q1 20238
AdvisorNet Financial, Inc 880.00%0.00%0.00%Q1 2019Q4 20208
Zebra Capital Management LLC 880.18%0.35%0.58%Q2 2013Q1 20158
Commonwealth Equity Services, Inc 620.00%0.00%0.01%Q2 2013Q3 20178
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Chicago Partners Investment Group LLC 530.00%0.00%0.00%Q1 2016Q1 20188
Raymond James Financial Services Advisors, Inc. 410.00%0.00%0.00%Q1 2019Q4 20228
Dorsey Wright & Associates 420.00%0.01%0.01%Q2 2019Q3 20238
Manhattan West Asset Management, LLC 880.28%0.49%0.67%Q4 2021Q3 20238
Advisors Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Summit Trail Advisors, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Clarus Wealth Advisors 770.02%0.15%0.23%Q4 2017Q2 20197
FIFTH THIRD BANCORP 770.00%0.00%0.00%Q2 2013Q4 20147
State of Wyoming 770.02%0.06%0.11%Q1 2022Q3 20237
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 770.02%0.03%0.04%Q2 2013Q4 20147
NATIONAL PLANNING CORP 770.00%0.04%0.07%Q2 2013Q4 20147
HUNTINGTON NATIONAL BANK 410.00%0.00%0.00%Q1 2018Q1 20227
BROWN ADVISORY INC 770.00%0.00%0.00%Q1 2022Q3 20237
Gary Goldberg Planning Services Inc 770.10%0.29%0.52%Q2 2013Q4 20147
WESTWOOD HOLDINGS GROUP INC 770.00%0.00%0.00%Q1 2022Q3 20237
FIRST CITIZENS BANK & TRUST CO 660.01%0.02%0.02%Q2 2013Q3 20146
RAY GERALD L & ASSOCIATES LTD 660.05%0.06%0.07%Q2 2013Q3 20146
Eidelman Virant Capital 660.13%0.15%0.18%Q2 2013Q3 20146
BOKF, NA 660.01%0.03%0.04%Q2 2022Q3 20236
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2020Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.00%0.00%0.00%Q2 2013Q3 20146
NORTHERN TRUST CORP 220.00%0.00%0.00%Q2 2013Q3 20206
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q3 20236
Steward Partners Investment Advisory, LLC 410.00%0.00%0.00%Q1 2017Q3 20236
Sound Income Strategies, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Cetera Advisor Networks LLC 410.00%0.00%0.01%Q2 2020Q3 20236
Blue Trust, Inc. 660.02%0.04%0.08%Q2 2022Q3 20236
Perennial Advisors, LLC 550.00%0.00%0.00%Q4 2017Q4 20185
Schonfeld Strategic Advisors LLC 550.00%0.01%0.01%Q1 2022Q1 20235
OCCUDO QUANTITATIVE STRATEGIES LP 550.03%0.05%0.08%Q1 2022Q1 20235
Quantbot Technologies LP 410.00%0.02%0.03%Q2 2022Q3 20235
Verdence Capital Advisors LLC 550.08%0.10%0.12%Q3 2022Q3 20235
NewEdge Advisors, LLC 410.00%0.00%0.01%Q2 2017Q3 20235
Hawkins Capital L.P. 550.10%0.11%0.15%Q3 2016Q3 20175
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2017Q2 20235
Sunbelt Securities, Inc. 320.01%0.02%0.04%Q3 2019Q3 20235
FLAGSHIP HARBOR ADVISORS, LLC 550.00%0.00%0.00%Q1 2019Q1 20205
Mirae Asset Global Investments Co., Ltd. 550.03%0.05%0.07%Q1 2022Q1 20235
Acrospire Investment Management LLC 320.00%0.03%0.10%Q1 2016Q2 20175
Gradient Investments LLC 410.00%0.00%0.00%Q1 2020Q4 20215
Cambridge Investment Research Advisors, Inc. 410.00%0.00%0.00%Q2 2022Q3 20235
McGowan Group Asset Management, Inc. 550.04%0.06%0.07%Q1 2022Q1 20235
BRADLEY FOSTER & SARGENT INC/CT 320.01%0.01%0.01%Q2 2013Q3 20145
Integrated Investment Consultants, LLC 550.00%0.00%0.00%Q1 2016Q1 20175
Bridgecreek Investment Management, LLC 210.04%0.05%0.05%Q2 2013Q2 20195
Hillsdale Investment Management Inc. 320.02%0.04%0.06%Q3 2013Q4 20145
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.03%Q3 2020Q3 20235
QUEST CAPITAL MANAGEMENT INC /ADV 320.04%0.05%0.06%Q1 2019Q4 20215
NAVELLIER & ASSOCIATES INC 550.07%0.14%0.17%Q3 2022Q3 20235
American Research & Management Co. 440.01%0.01%0.02%Q4 2017Q3 20184
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Quadrature Capital Ltd 220.02%0.03%0.04%Q1 2022Q2 20234
ALPS ADVISORS INC 440.00%0.00%0.00%Q3 2022Q2 20234
Bramshill Investments, LLC 440.13%0.17%0.22%Q4 2022Q3 20234
RMR Wealth Builders 210.00%0.00%0.00%Q4 2019Q1 20214
Neuberger Berman Group LLC 220.00%0.00%0.00%Q2 2013Q3 20144
SEI INVESTMENTS CO 220.00%0.00%0.00%Q2 2017Q2 20184
LGT Financial Advisors LLC 440.39%0.54%0.74%Q4 2022Q3 20234
Ameritas Investment Company, LLC 110.00%0.01%0.01%Q1 2019Q1 20214
Qube Research & Technologies Ltd 310.00%0.01%0.01%Q2 2022Q3 20234
Windsor Capital Management, LLC 310.02%0.03%0.03%Q2 2013Q3 20154
St. James Investment Company, LLC 440.05%0.06%0.06%Q1 2015Q4 20154
ACADIAN ASSET MANAGEMENT LLC 440.01%0.01%0.01%Q1 2022Q4 20224
Financial Architects, Inc 220.01%0.01%0.01%Q2 2013Q3 20144
Beacon Pointe Advisors, LLC 440.03%0.14%0.22%Q4 2022Q3 20234
Atria Wealth Solutions, Inc. 440.00%0.00%0.01%Q4 2022Q3 20234
DGS Capital Management, LLC 330.13%0.16%0.20%Q3 2022Q1 20233
MGO ONE SEVEN LLC 210.02%0.02%0.02%Q4 2017Q4 20183
PFG Advisors 330.07%0.08%0.09%Q1 2023Q3 20233
American Portfolios Advisors 330.00%0.00%0.01%Q1 2022Q3 20223
WOLFF WIESE MAGANA LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Disciplined Investments, LLC 330.03%0.06%0.11%Q3 2022Q1 20233
Virtu KCG Holdings LLC 110.00%0.01%0.01%Q2 2014Q4 20153
HARBOUR INVESTMENTS, INC. 210.00%0.00%0.00%Q2 2022Q3 20233
Ballew Advisors, Inc 330.02%0.02%0.03%Q1 2018Q3 20183
MARSHALL WACE, LLP 110.00%0.00%0.00%Q4 2018Q2 20233
Spire Wealth Management 330.00%0.00%0.00%Q4 2022Q2 20233
BUCKINGHAM STRATEGIC PARTNERS, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Sonora Investment Management, LLC 330.00%0.00%0.01%Q3 2015Q1 20163
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CITY NATIONAL BANK 330.00%0.00%0.01%Q1 2014Q3 20143
Quantamental Technologies LLC 330.01%0.01%0.01%Q4 2018Q2 20193
INTEGRATED WEALTH COUNSEL, LLC 330.00%0.45%1.34%Q2 2013Q4 20133
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Tradewinds Capital Management, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Watermark Asset Management, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
Virtus ETF Advisers LLC 330.12%0.13%0.14%Q1 2023Q3 20233
VOLORIDGE INVESTMENT MANAGEMENT, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Custos Family Office, LLC 330.24%0.31%0.45%Q1 2023Q3 20233
TRADITION ASSET MANAGEMENT LLC 330.05%0.06%0.06%Q2 2019Q4 20193
Bruderman Asset Management, LLC 330.06%0.07%0.09%Q1 2015Q3 20153
TRANSCEND CAPITAL ADVISORS, LLC 330.09%0.10%0.11%Q1 2023Q3 20233
Virtu Financial LLC 110.01%0.02%0.02%Q4 2017Q2 20233
CX Institutional 110.00%0.00%0.00%Q3 2021Q2 20222
SkyOak Wealth, LLC 220.06%0.07%0.08%Q4 2022Q1 20232
Westend Capital Management, LLC 220.00%0.00%0.00%Q3 2014Q4 20142
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q4 2021Q1 20222
CREDIT SUISSE AG/ 220.00%0.00%0.00%Q3 2014Q4 20142
Barrett Asset Management, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
CENTRAL BANK & TRUST CO 220.00%0.00%0.00%Q3 2015Q4 20152
CYPRESS ASSET MANAGEMENT INC/TX 220.04%0.04%0.04%Q2 2013Q3 20132
CHILTON INVESTMENT CO INC. 220.02%0.02%0.02%Q2 2023Q3 20232
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.01%0.01%Q2 2014Q3 20142
COMMERCE BANK 110.00%0.00%0.00%Q2 2014Q3 20222
SAROFIM FAYEZ 110.03%0.04%0.04%Q4 2012Q3 20132
FormulaFolio Investments, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Smithfield Trust Co 220.00%0.00%0.00%Q1 2023Q2 20232
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
TFS CAPITAL LLC 220.02%0.02%0.02%Q4 2013Q1 20142
Kovitz Investment Group Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
Ameritas Advisory Services, LLC 220.00%0.01%0.01%Q4 2022Q1 20232
Belmont Global Advisors, Inc. 110.31%0.33%0.35%Q2 2014Q4 20152
Nine Chapters Capital Management LLC 220.03%0.03%0.03%Q4 2013Q1 20142
OPPENHEIMER & CO INC 220.01%0.01%0.01%Q2 2014Q3 20142
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Walleye Trading LLC 110.00%0.00%0.00%Q3 2015Q3 20151
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
VitalStone Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
GFS Advisors, LLC 110.11%0.11%0.11%Q1 2016Q1 20161
BlackRock Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Thomasville National Bank 110.01%0.01%0.01%Q1 2015Q1 20151
Ground Swell Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2016Q4 20161
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Covestor Ltd 110.00%0.00%0.00%Q2 2022Q2 20221
PENN DAVIS MCFARLAND INC 110.06%0.06%0.06%Q2 2013Q2 20131
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
TTP Investments, Inc. 110.25%0.25%0.25%Q4 2022Q4 20221
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q2 2022Q2 20221
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Pinkerton Retirement Specialists, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Alpha Cubed Investments, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
STEWART & PATTEN CO LLC 110.05%0.05%0.05%Q4 2013Q4 20131
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Goodman Financial Corp 110.03%0.03%0.03%Q4 2017Q4 20171
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cowen Prime Services LLC 110.04%0.04%0.04%Q3 2014Q3 20141
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Man Group plc 110.00%0.00%0.00%Q3 2023Q3 20231
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Walleye Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Samalin Investment Counsel, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
AE Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Veritable, L.P. 110.00%0.00%0.00%Q2 2023Q2 20231
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Yorktown Management & Research Co Inc 110.32%0.32%0.32%Q4 2022Q4 20221
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
FRONTIER INVESTMENT MGMT CO 110.02%0.02%0.02%Q2 2020Q2 20201
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MADDEN SECURITIES Corp 110.02%0.02%0.02%Q4 2022Q4 20221
DAVIDSON INVESTMENT ADVISORS 110.13%0.13%0.13%Q3 2019Q3 20191
Cable Hill Partners, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Walker Asset Management, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
PSI Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2017Q4 20171
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Tarbox Family Office, Inc. 110.02%0.02%0.02%Q4 2013Q4 20131
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
HC FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2020Q3 20201
GIRARD SECURITIES, INC. 110.18%0.18%0.18%Q1 2017Q1 20171
Advisory Alpha, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Archer Investment Corp 110.01%0.01%0.01%Q1 2022Q1 20221
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
TCG Advisory Services, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
External links

This page lists all the filers that currently own SABINE ROYALTY TR or have owned SABINE ROYALTY TR in the past.