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 95 institutions that hold shares in the stock, with a total of 6.61 Million shares, which have been reported (via 13F filing form) to have a value of $26.8 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mirae Asset Global Investments Co., Ltd.
|
May 01, 2024 Q1 2024 |
1,334,746
shares
|
$5.41 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Horizon Kinetics Asset Management LLC
|
May 14, 2024 Q1 2024 |
862,424
shares
|
$3.49 Million
0.09% of portfolio
|
Q1 2024
Added 567.02%
|
|
Mountaineer Partners Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
720,000
shares
|
$2.92 Million
1.76% of portfolio
|
Q1 2024
New holding
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
513,588
shares
|
$2.08 Million
0.17% of portfolio
|
Q4 2023
Added 1.27%
|
|
Beck Bode, LLC
|
May 22, 2024 Q1 2024 |
416,490
shares
|
$1.69 Million
0.45% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
Mcdaniel Terry & CO
|
Apr 29, 2024 Q1 2024 |
318,076
shares
|
$1.29 Million
0.15% of portfolio
|
Q3 2023
Reduced 43.72%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
317,974
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2024
Added 11.22%
|
|
Pingora Partners LLC
Wilson, WY |
May 13, 2024 Q1 2024 |
285,788
shares
|
$1.16 Million
1.11% of portfolio
|
Q4 2023
New holding
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
225,030
shares
|
$911,371
0.02% of portfolio
|
Q3 2022
Added 200.04%
|
|
Mraz, Amerine & Associates, Inc.
|
May 15, 2024 Q1 2024 |
196,109
shares
|
$794,241
0.21% of portfolio
|
Q1 2024
Reduced 10.09%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
140,263
shares
|
$568,065
0.01% of portfolio
|
Q1 2024
Added 0.1%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
117,149
shares
|
$474,453
0.0% of portfolio
|
Q1 2024
Reduced 6.84%
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2024 Q1 2024 |
78,950
shares
|
$319,747
0.02% of portfolio
|
Q1 2024
Added 125.89%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
70,314
shares
|
$284,771
0.0% of portfolio
|
Q1 2024
Added 26.2%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
60,962
shares
|
$246,896
0.0% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
60,306
shares
|
$244,239
0.27% of portfolio
|
Q4 2022
New holding
|
|
Price Jennifer C.
New York, NY |
May 15, 2024 Q1 2024 |
57,663
shares
|
$233,535
0.4% of portfolio
|
Q3 2023
Reduced 42.48%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
52,102
shares
|
$211,013
0.0% of portfolio
|
Q1 2024
Reduced 48.28%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
50,353
shares
|
$203,929
0.0% of portfolio
|
Q1 2024
Reduced 86.34%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
43,918
shares
|
$177,867
0.0% of portfolio
|
Q1 2024
Added 25.34%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
43,316
shares
|
$175,429
0.01% of portfolio
|
Q1 2024
Added 0.15%
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
40,250
shares
|
$163,012
0.17% of portfolio
|
Q2 2023
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
35,480
shares
|
$143,694
0.0% of portfolio
|
Q1 2024
Reduced 69.95%
|
|
Ingalls & Snyder LLC
New York, NY |
May 13, 2024 Q1 2024 |
34,798
shares
|
$140,931
0.01% of portfolio
|
Q1 2024
Reduced 47.79%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
33,512
shares
|
$135,723
0.0% of portfolio
|
Q1 2024
Reduced 13.23%
|