UK markets closed

NIKKEI 225
38,460.08
+907.92(+2.42%)
HANG SENG
17,201.27
+372.34(+2.21%)
CRUDE OIL
82.77
-0.59(-0.71%)
GOLD FUTURES
2,327.30
-14.80(-0.63%)
DOW
38,460.92
-42.77(-0.11%)
Bitcoin GBP
51,374.62
-1,851.04(-3.48%)

The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Sabine Royalty Trust (SBR)

NYSE - Nasdaq Real-time price. Currency in USD

Add to watchlist

62.73

-0.31

(-0.49%)

At close: 04:00PM EDT

Major holders

Currency in USD

3.70%	% of shares held by all insiders
12.22%	% of shares held by institutions
12.69%	% of float held by institutions
122	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Sarofim, Fayez & Co	248,198	30 Dec 2023	1.70%	15,569,460
Beacon Pointe Advisors, LLC	198,490	30 Dec 2023	1.36%	12,451,277
King Luther Capital Management	150,107	30 Dec 2023	1.03%	9,416,212
Chilton Capital Management, LLC	49,772	30 Dec 2023	0.34%	3,122,197
Bank of America Corporation	44,905	30 Dec 2023	0.31%	2,816,890
Significant Wealth Partners LLC	39,090	30 Dec 2023	0.27%	2,452,115
Morgan Stanley	40,083	30 Dec 2023	0.27%	2,514,406
American National Bank	36,185	30 Mar 2024	0.25%	2,269,885
Horizon Kinetics Asset Management LLC	34,663	30 Dec 2023	0.24%	2,174,409
Koshinski Asset Management, Inc.	33,085	30 Dec 2023	0.23%	2,075,422

Holder	Shares	Date reported	% out	Value
Horizon Kinetics Inflation Beneficiaries ETF	17,343	30 Dec 2023	0.12%	1,087,926
LoCorr Spectrum Income Fund	13,617	30 Mar 2024	0.09%	854,194
SPDR SSGA U.S. Small Cap Low Volatility Index ETF	4,802	28 Feb 2024	0.03%	301,229
Invesco ETF Tr-Invesco FTSE RAFI US 1500 Small-Mid ETF	4,680	28 Feb 2024	0.03%	293,576
ETFis Ser Tr I-Virtus Real Asset Income ETF	2,880	30 Jan 2024	0.02%	180,662
Lazard U.S. Systematic Small Cap Equity Portfolio	736	30 Dec 2023	0.01%	46,169
Bertolet Capital Tr-Pinnacle Value Fund	593	30 Dec 2023	0.00%	37,198
Listed Funds Tr-Horizon Kinetics Energy Remediation ETF	493	30 Dec 2023	0.00%	30,925
RENN Fund, Inc.	100	30 Dec 2023	0.00%	6,272
Wilshire Mutual Funds, Inc.- Wilshire 5000 Index Fund	84	30 Dec 2023	0.00%	5,269