Kingswood Wealth Advisors, LLC San Juan Basin Royalty Trust Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in San Juan Basin Royalty Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 491,900 shares of SJT stock, worth $3.17 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
491,900
Previous 485,815
1.25%
Holding current value
$3.17 Million
Previous $2.9 Billion
2.44%
% of portfolio
0.18%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding SJT
# of Institutions
112Shares Held
16MCall Options Held
503KPut Options Held
432K-
Horizon Kinetics Asset Management LLC5.61MShares$36.1 Million0.49% of portfolio
-
Cannell Capital LLC Alta, WY1.21MShares$7.81 Million2.38% of portfolio
-
Morgan Stanley New York, NY925KShares$5.96 Million0.0% of portfolio
-
Mountaineer Partners Management, LLC New York, NY719KShares$4.63 Million2.91% of portfolio
-
Principia Wealth Advisory, LLC Dallas, TX641KShares$4.13 Million3.24% of portfolio
About SAN JUAN BASIN ROYALTY TRUST
- Ticker SJT
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas E&P
- Shares Outstandng 46,608,800
- Market Cap $300M
- 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...