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 111 institutions that hold shares in the stock, with a total of 27.3 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
11,698,140
shares
|
$67.5 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
4,594,502
shares
|
$26.5 Million
0.37% of portfolio
|
Q2 2025
Added 86.0%
|
|
|
Cannell Capital LLC
Alta, WY |
Aug 14, 2025 Q2 2025 |
2,231,524
shares
|
$12.9 Million
4.44% of portfolio
|
Q2 2025
Reduced 26.72%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
825,224
shares
|
$4.76 Million
0.0% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Mountaineer Partners Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
719,054
shares
|
$4.15 Million
3.33% of portfolio
|
Q3 2024
Reduced 72.97%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
641,479
shares
|
$3.7 Million
3.24% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
641,226
shares
|
$3.7 Million
0.14% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
513,588
shares
|
$2.96 Million
0.17% of portfolio
|
Q4 2023
Added 1.27%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
485,815
shares
|
$2.8 Million
0.23% of portfolio
|
Q1 2025
Reduced 42.56%
|
|
|
Rr Advisors, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
416,000
shares
|
$2.4 Million
0.6% of portfolio
|
Q1 2025
Added 190.91%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
404,648
shares
|
$2.33 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
401,516
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Added 3274.65%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
396,709
shares
|
$2.29 Million
0.25% of portfolio
|
Q2 2025
Reduced 40.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
338,062
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Mcdaniel Terry & CO
|
Jul 31, 2025 Q2 2025 |
318,076
shares
|
$1.84 Million
0.16% of portfolio
|
Q3 2023
Reduced 43.72%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
282,350
shares
|
$1.63 Million
0.08% of portfolio
|
Q2 2025
Added 371.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
254,824
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
225,030
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2022
Added 200.04%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
188,266
shares
|
$1.09 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,663
shares
|
$817,395
0.0% of portfolio
|
Q3 2024
Added 28.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
114,929
shares
|
$663,140
0.01% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
79,340
shares
|
$457,791
0.0% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
78,628
shares
|
$453,683
0.06% of portfolio
|
Q1 2025
Added 36.47%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
63,946
shares
|
$368,968
0.29% of portfolio
|
Q2 2025
Reduced 76.56%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
61,868
shares
|
$356,978
0.09% of portfolio
|
Q2 2025
Added 467.02%
|