Latest Institutional Transactions on San Juan Basin Royalty Trust (SJT)
This table provides information on the latest institutional transactions involving San Juan Basin Royalty Trust (SJT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.3KNew |
$54.3K - $70.4K
|
12.3K
$50K
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-7.63K- 1.8% |
$33.7K - $43.7K
|
416K
$1.7M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
11.3KNew |
$49.9K - $64.7K
|
11.3K
$46K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.15K- 92.26% |
$36K - $46.7K
|
684
$2.78K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.2KNew |
$62.7K - $81.3K
|
14.2K
$57.8K
|
|
May 15, 2024
Q1 2024
|
Mountaineer Partners Management, LLC
New York, NY |
BUY
|
- |
720KNew |
$3.18M - $4.13M
|
720K
$2.93M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$4.42 - $5.73
|
1
$4.07
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-203- 1.9% |
$897 - $1.16K
|
10.5K
$42.6K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-318K- 86.34% |
$1.41M - $1.82M
|
50.4K
$205K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.6K+ 26.2% |
$64.5K - $83.6K
|
70.3K
$286K
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-22K- 10.09% |
$97.3K - $126K
|
196K
$798K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.64K- 71.77% |
$38.2K - $49.5K
|
3.4K
$13.8K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
66+ 0.15% |
$292 - $378
|
43.3K
$176K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-7.93K- 59.19% |
$35.1K - $45.4K
|
5.47K
$22.3K
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
733K+ 567.02% |
$3.24M - $4.2M
|
862K
$3.51M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
54+ 1350.0% |
$239 - $309
|
58
$236
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-48.6K- 48.28% |
$215K - $279K
|
52.1K
$212K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
142+ 0.1% |
$628 - $814
|
140K
$571K
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-442- 2.47% |
$1.95K - $2.53K
|
17.4K
$70.9K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.57K- 45.08% |
$11.4K - $14.7K
|
3.13K
$12.7K
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-31.9K- 47.79% |
$141K - $183K
|
34.8K
$142K
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
13.1K+ 118.08% |
$58.1K - $75.3K
|
24.3K
$98.8K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.1K+ 11.22% |
$142K - $184K
|
318K
$1.29M
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
900+ 782.61% |
$3.98K - $5.16K
|
1.02K
$4.13K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-37.9K- 94.61% |
$168K - $217K
|
2.16K
$8.8K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.02K+ 24.24% |
$8.92K - $11.6K
|
10.3K
$42.1K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.11K- 13.23% |
$22.6K - $29.3K
|
33.5K
$136K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.54K- 2.47% |
$6.82K - $8.85K
|
61K
$248K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.3K- 23.03% |
$19K - $24.7K
|
14.4K
$58.6K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
44K+ 125.89% |
$194K - $252K
|
79K
$321K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.31K- 69.05% |
$10.2K - $13.2K
|
1.04K
$4.22K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
24.6K+ 49.8% |
$109K - $141K
|
74K
$301K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-82.6K- 69.95% |
$365K - $473K
|
35.5K
$144K
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
2.4K+ 8.43% |
$10.6K - $13.7K
|
30.8K
$125K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-677- 77.19% |
$2.99K - $3.88K
|
200
$814
|
|
May 01, 2024
Q1 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
21KNew |
$92.8K - $120K
|
21K
$85.5K
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.33MNew |
$5.9M - $7.65M
|
1.33M
$5.43M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.8KNew |
$69.9K - $90.7K
|
15.8K
$64.4K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
230+ 403.51% |
$1.02K - $1.32K
|
287
$1.17K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.15KNew |
$9.51K - $12.3K
|
2.15K
$8.75K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.88K+ 25.34% |
$39.2K - $50.9K
|
43.9K
$179K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$4.42 - $5.73
|
1
$4.07
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
132+ 1.04% |
$583 - $756
|
12.8K
$52.3K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.61K- 6.84% |
$38K - $49.3K
|
117K
$477K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.5K+ 11.55% |
$6.63K - $8.6K
|
14.5K
$58.9K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$39.8 - $51.6
|
15.5K
$63.2K
|
|
Q4 2023 | |||||||
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
205+ 16.8% |
$1.03K - $1.57K
|
1.43K
$5.8K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
91New |
$459 - $699
|
91
$370
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
26.8K+ 140.33% |
$135K - $206K
|
46K
$187K
|