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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-380- 71.7% |
$2.51K - $3.09K
|
150
$911
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$75.7K - $121K
|
11.1K
$67.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
507KNew |
$3.46M - $5.52M
|
507K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
40.3KNew |
$275K - $438K
|
40.3K
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
9.3K+ 7.46% |
$63.4K - $101K
|
134K
$813K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
600New |
$4.09K - $6.53K
|
600
$3.64K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9KNew |
$87.7K - $140K
|
12.9K
$78.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1KNew |
$6.82K - $10.9K
|
1K
$6.07K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 4.2% |
$34.1 - $54.5
|
114
$692
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.1KNew |
$68.9K - $110K
|
10.1K
$61.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-10K- 25.0% |
$68.2K - $109K
|
30K
$182K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
14.9K+ 404.18% |
$102K - $162K
|
18.6K
$113K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
145+ 58.0% |
$989 - $1.58K
|
395
$2.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2K- 15.94% |
$13.6K - $21.7K
|
10.5K
$63.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
593New |
$4.04K - $6.46K
|
593
$3.6K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-45.7K- 57.26% |
$433K - $507K
|
34.1K
$207K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
10.8KNew |
$102K - $120K
|
10.8K
$65.6K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
10K+ 322.58% |
$94.6K - $111K
|
13.1K
$79.5K
|
|
|
May 11, 2023
Q1 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
CALL |
59.5KNew |
$563K - $660K
|
59.5K
$361K
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
42.8KNew |
$405K - $474K
|
42.8K
$260K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
38.4KNew |
$363K - $426K
|
38.4K
$233K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.13KNew |
$20.1K - $23.6K
|
2.13K
$12.9K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-1.5K- 5.55% |
$14.2K - $16.6K
|
25.5K
$155K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
125New |
$1.18K - $1.39K
|
125
$759
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300New |
$2.84K - $3.33K
|
300
$1.82K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
201New |
$1.9K - $2.23K
|
201
$1.22K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
10KNew |
$94.6K - $111K
|
10K
$60.7K
|
|
| Q4 2022 | |||||||
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
250KNew |
$2.44M - $3.05M
|
250K
$1.52M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
175KNew |
$1.71M - $2.14M
|
175K
$1.06M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.85% |
$87.8 - $110
|
1.06K
$6.46K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
350New |
$3.42K - $4.27K
|
350
$2.12K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
2.42K+ 20.88% |
$23.6K - $29.5K
|
14K
$85.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-13.3K- 18.3% |
$130K - $162K
|
59.4K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-73.3K- 82.51% |
$715K - $894K
|
15.5K
$94.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-3.27K- 38.81% |
$31.9K - $39.9K
|
5.15K
$31.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11KNew |
$108K - $135K
|
11K
$67K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.4KNew |
$112K - $140K
|
11.4K
$69.4K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5KNew |
$48.8K - $61K
|
5K
$30.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
232+ 1.23% |
$2.26K - $2.83K
|
19.1K
$116K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
6.08KNew |
$59.4K - $74.2K
|
6.08K
$36.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
60.3KNew |
$589K - $736K
|
60.3K
$366K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.66KNew |
$16.2K - $20.3K
|
1.66K
$10.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
3.2KNew |
$31.2K - $39K
|
3.2K
$19.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.84K+ 11.42% |
$57K - $71.2K
|
56.9K
$346K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
250K+ 250.0% |
$2.14M - $3.79M
|
350K
$2.12M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
150K+ 200.04% |
$1.29M - $2.27M
|
225K
$1.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2KNew |
$17.1K - $30.3K
|
2K
$12.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
639New |
$5.48K - $9.68K
|
639
$3.88K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
CALL |
-25.6K- 68.09% |
$219K - $388K
|
12K
$72.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
1K+ 4.35% |
$8.57K - $15.2K
|
24K
$146K
|
|