Institutional Ownership San Juan Basin Royalty Trust (SJT)
This table provides information about the institutional ownership of San Juan Basin Royalty Trust (SJT). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
5,611,981
shares
|
$36.1 Million
0.49% of portfolio
|
Q3 2025
Added 22.15%
|
|
|
Cannell Capital LLC
Alta, WY |
Nov 14, 2025 Q3 2025 |
1,213,124
shares
|
$7.81 Million
2.38% of portfolio
|
Q3 2025
Reduced 45.64%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
925,497
shares
|
$5.96 Million
0.0% of portfolio
|
Q3 2025
Added 12.15%
|
|
|
Mountaineer Partners Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
719,054
shares
|
$4.63 Million
2.91% of portfolio
|
Q3 2024
Reduced 72.97%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
641,479
shares
|
$4.13 Million
3.24% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
637,707
shares
|
$4.11 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
607,450
shares
|
$3.91 Million
0.17% of portfolio
|
Q3 2025
Added 115.14%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
513,588
shares
|
$3.31 Million
0.17% of portfolio
|
Q4 2023
Added 1.27%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
491,900
shares
|
$3.17 Million
0.18% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
443,701
shares
|
$2.86 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
417,495
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Mcdaniel Terry & CO
|
Oct 22, 2025 Q3 2025 |
318,076
shares
|
$2.05 Million
0.15% of portfolio
|
Q3 2023
Reduced 43.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
306,732
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Rr Advisors, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
303,000
shares
|
$1.95 Million
0.43% of portfolio
|
Q3 2025
Reduced 27.16%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
237,397
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2025
Added 392.25%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
225,030
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2022
Added 200.04%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
184,236
shares
|
$1.19 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
165,877
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.91%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
160,249
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 60.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,663
shares
|
$912,309
0.0% of portfolio
|
Q3 2024
Added 28.15%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
139,734
shares
|
$899,886
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
76,277
shares
|
$491,223
0.0% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
76,102
shares
|
$490,096
0.0% of portfolio
|
Q3 2025
Added 134.64%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
69,023
shares
|
$444,508
0.0% of portfolio
|
Q3 2025
Added 20.75%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
63,946
shares
|
$411,812
0.26% of portfolio
|
Q2 2025
Reduced 76.56%
|
|