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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
70.5K+ 305.77% |
$266K - $397K
|
93.5K
$568K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
279KNew |
$1.05M - $1.57M
|
279K
$1.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
633K+ 3003.28% |
$2.39M - $3.56M
|
654K
$3.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
250New |
$945 - $1.41K
|
250
$1.52K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
22KNew |
$83.2K - $124K
|
22K
$134K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.81K- 13.56% |
$17.6K - $21.7K
|
30.7K
$186K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.2K- 48.48% |
$4.39K - $5.41K
|
1.28K
$7.74K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.15KNew |
$4.21K - $5.19K
|
1.15K
$6.98K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
17.3KNew |
$63.1K - $77.8K
|
17.3K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3KNew |
$11K - $13.5K
|
3K
$18.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-500- 2.39% |
$1.83K - $2.26K
|
20.5K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.35KNew |
$4.93K - $6.08K
|
1.35K
$8.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50KNew |
$183K - $225K
|
50K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$38.5K - $47.4K
|
10.5K
$63.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
19.5KNew |
$71.4K - $87.9K
|
19.5K
$118K
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
10KNew |
$36.6K - $45.1K
|
10K
$60.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-634- 94.35% |
$2.32K - $2.86K
|
38
$231
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.2K- 50.0% |
$15.4K - $18.9K
|
4.2K
$25.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
11.2KNew |
$40.9K - $50.4K
|
11.2K
$67.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.83K- 1.98% |
$14K - $17.3K
|
189K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.6KNew |
$97.5K - $120K
|
26.6K
$162K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-27K- 48.56% |
$99K - $122K
|
28.7K
$174K
|
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-500- 3.32% |
$1.83K - $2.26K
|
14.6K
$88.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.52K- 16.2% |
$9.22K - $11.4K
|
13K
$79.1K
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
40.7KNew |
$131K - $173K
|
40.7K
$247K
|
|
|
Nov 15, 2024
Q3 2024
|
Mountaineer Partners Management, LLC
New York, NY |
SELL
|
- |
-1.94M- 72.97% |
$6.25M - $8.25M
|
719K
$4.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
462New |
$1.49K - $1.96K
|
462
$2.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-24.5K- 56.74% |
$79K - $104K
|
18.7K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
12.9KNew |
$41.6K - $54.9K
|
12.9K
$78.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
12KNew |
$38.6K - $51K
|
12K
$72.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.27KNew |
$29.9K - $39.4K
|
9.27K
$56.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.9KNew |
$6.12K - $8.08K
|
1.9K
$11.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.2KNew |
$36.1K - $47.6K
|
11.2K
$68.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
11KNew |
$35.4K - $46.8K
|
11K
$66.8K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.4K+ 270.0% |
$17.4K - $23K
|
7.4K
$44.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-382- 1.17% |
$1.23K - $1.62K
|
32.3K
$196K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.1K+ 28.15% |
$100K - $132K
|
142K
$860K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
200New |
$644 - $850
|
200
$1.21K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-54- 93.1% |
$204 - $299
|
4
$24.3
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-316- 31.13% |
$1.19K - $1.75K
|
699
$4.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
23.5KNew |
$88.9K - $130K
|
23.5K
$143K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
12.5K+ 50.0% |
$47.3K - $69.1K
|
37.5K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-816- 37.76% |
$3.08K - $4.51K
|
1.35K
$8.16K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-19.3K- 63.86% |
$72.9K - $107K
|
10.9K
$66.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-865- 76.62% |
$3.27K - $4.78K
|
264
$1.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5K+ 33.33% |
$18.9K - $27.7K
|
20K
$121K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
135+ 1.31% |
$510 - $747
|
10.5K
$63.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
$9.59K - $14K
|
2.54K
$15.4K
|
|
| Q1 2024 | |||||||
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.3KNew |
$54.3K - $70.4K
|
12.3K
$74.6K
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-7.63K- 1.8% |
$33.7K - $43.7K
|
416K
$2.53M
|
|