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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-25K- 61.24% |
$126K - $192K
|
15.8K
$67.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2K+ 40.0% |
$10.1K - $15.4K
|
7K
$29.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 57.14% |
$504 - $768
|
75
$320
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-875- 89.74% |
$4.41K - $6.72K
|
100
$426
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.45K+ 1.27% |
$32.5K - $49.5K
|
514K
$2.19M
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-112- 7.24% |
$739 - $909
|
1.43K
$6.11K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5+ 0.61% |
$33 - $40.6
|
823
$3.51K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-413- 3.82% |
$2.73K - $3.35K
|
10.4K
$44.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Price Jennifer C.
New York, NY |
SELL
|
- |
-42.6K- 42.48% |
$281K - $346K
|
57.7K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
200New |
$1.32K - $1.62K
|
200
$852
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.42K- 70.4% |
$9.37K - $11.5K
|
597
$2.54K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.8K+ 51.5% |
$124K - $152K
|
55.2K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
25K+ 13.01% |
$165K - $203K
|
217K
$925K
|
|
|
Nov 13, 2023
Q3 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
- |
-85.6K- 89.15% |
$565K - $695K
|
10.4K
$44.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
PUT |
-1.3K- 92.86% |
$8.58K - $10.6K
|
100
$426
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.1K+ 14.06% |
$20.5K - $25.2K
|
25.2K
$107K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
422+ 2.12% |
$2.79K - $3.43K
|
20.3K
$86.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16KNew |
$105K - $130K
|
16K
$68K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
SELL
|
CALL |
-5.8K- 30.53% |
$38.3K - $47.1K
|
13.2K
$56.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
68New |
$449 - $552
|
68
$290
|
|
|
Oct 23, 2023
Q3 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-247K- 43.72% |
$1.63M - $2.01M
|
318K
$1.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1Closed |
$6.6 - $8.12
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-380- 71.7% |
$2.51K - $3.09K
|
150
$639
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$75.7K - $121K
|
11.1K
$47.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
507KNew |
$3.46M - $5.52M
|
507K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
9.3K+ 7.46% |
$63.4K - $101K
|
134K
$571K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
600New |
$4.09K - $6.53K
|
600
$2.56K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
40.3KNew |
$275K - $438K
|
40.3K
$171K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1KNew |
$6.82K - $10.9K
|
1K
$4.26K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 4.2% |
$34.1 - $54.5
|
114
$486
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9KNew |
$87.7K - $140K
|
12.9K
$54.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.1KNew |
$68.9K - $110K
|
10.1K
$43K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-10K- 25.0% |
$68.2K - $109K
|
30K
$128K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
14.9K+ 404.18% |
$102K - $162K
|
18.6K
$79.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
145+ 58.0% |
$989 - $1.58K
|
395
$1.68K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2K- 15.94% |
$13.6K - $21.7K
|
10.5K
$44.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
593New |
$4.04K - $6.46K
|
593
$2.53K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8.4KNew |
$79.5K - $93.2K
|
8.4K
$35.8K
|
|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-45.7K- 57.26% |
$433K - $507K
|
34.1K
$145K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
10K+ 322.58% |
$94.6K - $111K
|
13.1K
$55.8K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
10.8KNew |
$102K - $120K
|
10.8K
$46K
|
|
|
May 11, 2023
Q1 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
CALL |
59.5KNew |
$563K - $660K
|
59.5K
$253K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
38.4KNew |
$363K - $426K
|
38.4K
$163K
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
42.8KNew |
$405K - $474K
|
42.8K
$182K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-1.5K- 5.55% |
$14.2K - $16.6K
|
25.5K
$109K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.13KNew |
$20.1K - $23.6K
|
2.13K
$9.07K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
125New |
$1.18K - $1.39K
|
125
$533
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300New |
$2.84K - $3.33K
|
300
$1.28K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
201New |
$1.9K - $2.23K
|
201
$856
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
10KNew |
$94.6K - $111K
|
10K
$42.6K
|
|