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 90 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $24.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Horizon Kinetics Asset Management LLC
|
Aug 14, 2024 Q2 2024 |
1,049,055
shares
|
$4.03 Million
0.08% of portfolio
|
Q2 2024
Added 21.64%
|
|
Cannell Capital LLC
Alta, WY |
Aug 13, 2024 Q2 2024 |
929,814
shares
|
$3.57 Million
0.94% of portfolio
|
Q2 2024
New holding
|
|
Mountaineer Partners Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
737,930
shares
|
$2.83 Million
1.56% of portfolio
|
Q2 2024
Added 2.49%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
517,894
shares
|
$1.99 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
513,588
shares
|
$1.97 Million
0.17% of portfolio
|
Q4 2023
Added 1.27%
|
|
Mcdaniel Terry & CO
|
Aug 05, 2024 Q2 2024 |
318,076
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2023
Reduced 43.72%
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2024 Q2 2024 |
277,388
shares
|
$1.07 Million
0.79% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
259,325
shares
|
$995,808
0.0% of portfolio
|
Q2 2024
Reduced 18.44%
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
225,030
shares
|
$864,115
0.02% of portfolio
|
Q3 2022
Added 200.04%
|
|
Mraz, Amerine & Associates, Inc.
|
Aug 01, 2024 Q2 2024 |
206,566
shares
|
$793,213
0.18% of portfolio
|
Q2 2024
Added 5.33%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
170,672
shares
|
$655,380
0.0% of portfolio
|
Q2 2024
Added 381.04%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
123,102
shares
|
$472,711
0.0% of portfolio
|
Q2 2024
Added 3835.49%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
122,266
shares
|
$469,501
0.0% of portfolio
|
Q1 2024
Reduced 86.34%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
110,545
shares
|
$424,492
0.0% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
88,400
shares
|
$339,456
0.02% of portfolio
|
Q2 2024
Added 11.97%
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
60,306
shares
|
$231,575
0.27% of portfolio
|
Q4 2022
New holding
|
|
Price Jennifer C.
New York, NY |
Aug 14, 2024 Q2 2024 |
57,663
shares
|
$221,425
0.39% of portfolio
|
Q3 2023
Reduced 42.48%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
52,504
shares
|
$201,615
0.0% of portfolio
|
Q2 2024
Reduced 13.87%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
52,087
shares
|
$200,014
0.0% of portfolio
|
Q2 2024
Reduced 25.92%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
43,316
shares
|
$166,333
0.0% of portfolio
|
Q1 2024
Added 0.15%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
43,243
shares
|
$166,053
0.0% of portfolio
|
Q2 2024
Reduced 17.0%
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
40,250
shares
|
$154,560
0.17% of portfolio
|
Q2 2023
New holding
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 13, 2024 Q2 2024 |
37,500
shares
|
$144,000
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
37,414
shares
|
$143,669
0.0% of portfolio
|
Q2 2024
Added 11.64%
|
|
State Of Wyoming
Cheyenne, WY |
Aug 14, 2024 Q2 2024 |
36,585
shares
|
$140,486
0.03% of portfolio
|
Q2 2024
Added 50.75%
|