Latest Institutional Purchases of San Juan Basin Royalty Trust (SJT)
This list provides information on the latest institutional transactions involving San Juan Basin Royalty Trust (SJT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
600New |
$4.09K - $6.53K
|
600
$3.64K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
593New |
$4.04K - $6.46K
|
593
$3.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
145+ 58.0% |
$989 - $1.58K
|
395
$2.4K
|
|
| Q1 2023 | |||||||
|
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 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
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
10KNew |
$94.6K - $111K
|
10K
$60.7K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.13KNew |
$20.1K - $23.6K
|
2.13K
$12.9K
|
|
|
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 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
125New |
$1.18K - $1.39K
|
125
$759
|
|
| 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
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
60.3KNew |
$589K - $736K
|
60.3K
$366K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.4KNew |
$112K - $140K
|
11.4K
$69.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11KNew |
$108K - $135K
|
11K
$67K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
6.08KNew |
$59.4K - $74.2K
|
6.08K
$36.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.84K+ 11.42% |
$57K - $71.2K
|
56.9K
$346K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5KNew |
$48.8K - $61K
|
5K
$30.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
3.2KNew |
$31.2K - $39K
|
3.2K
$19.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
2.42K+ 20.88% |
$23.6K - $29.5K
|
14K
$85.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.66KNew |
$16.2K - $20.3K
|
1.66K
$10.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
350New |
$3.42K - $4.27K
|
350
$2.12K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
232+ 1.23% |
$2.26K - $2.83K
|
19.1K
$116K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.85% |
$87.8 - $110
|
1.06K
$6.46K
|
|
| 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 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
1K+ 4.35% |
$8.57K - $15.2K
|
24K
$146K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1KNew |
$8.57K - $15.2K
|
1K
$6.07K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
639New |
$5.48K - $9.68K
|
639
$3.88K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
27KNew |
$235K - $388K
|
27K
$164K
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$131K - $217K
|
15.1K
$91.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
15KNew |
$130K - $216K
|
15K
$91.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.4KNew |
$38.2K - $63.2K
|
4.4K
$26.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.74KNew |
$32.5K - $53.8K
|
3.74K
$22.7K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.55KNew |
$13.5K - $22.3K
|
1.55K
$9.43K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$8.68K - $14.4K
|
1K
$6.07K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
250+ 35.71% |
$2.17K - $3.59K
|
950
$5.77K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Goff John C
Fort Worth, TX |
BUY
|
- |
30.7KNew |
$158K - $232K
|
30.7K
$186K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
2K+ 12.9% |
$10.3K - $15.1K
|
17.5K
$106K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
302New |
$1.56K - $2.28K
|
302
$1.83K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2K+ 18.1% |
$7.88K - $10.8K
|
13K
$79.2K
|
|
| Q2 2021 | |||||||
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
300New |
$1.21K - $1.77K
|
300
$1.82K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
1New |
$4.04 - $5.9
|
1
$6.07
|
|
| Q1 2021 | |||||||
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
250+ 41.95% |
$678 - $1.11K
|
846
$5.14K
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2.09KNew |
$5.2K - $8.44K
|
2.09K
$12.7K
|
|
|
Feb 11, 2021
Q4 2020
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
500+ 1.68% |
$1.25K - $2.02K
|
30.2K
$183K
|
|