Institutional & Family Asset Management, LLC San Juan Basin Royalty Trust Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 13, 2018	SELL	$5.79 - $7.42 $1,852 - $2,374	-320 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$7.9 - $10.16 $2,528 - $3,251	320 New	320 $3,000

Others Institutions Holding SJT

# of Institutions

Shares Held

6.61M

Call Options Held

297K

Put Options Held

424K

Mirae Asset Global Investments Co., Ltd.

1.33M
Shares

$5.41 Million
0.01% of portfolio
Horizon Kinetics Asset Management LLC

862K
Shares

$3.49 Million
0.09% of portfolio
Mountaineer Partners Management, LLC New York, NY

720K
Shares

$2.92 Million
1.76% of portfolio
Wealthsource Partners, LLC

514K
Shares

$2.08 Million
0.17% of portfolio
Beck Bode, LLC

416K
Shares

$1.69 Million
0.45% of portfolio

View Full List

About SAN JUAN BASIN ROYALTY TRUST

Ticker SJT
Exchange NYSE
Sector Energy
Industry Oil & Gas E&P
Shares Outstandng 46,608,800
Market Cap $189M
Description
San Juan Basin Royalty Trust operates as an express trust in Texas. The company has a 75% net overriding royalty interest carved out of Southland's oil and natural gas interests (the Subject Interests) in properties located in the San Juan Basin in northwestern New Mexico. The Subject Interests consist of working interests, royalty interests, ov...

More about SJT

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