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 25.6 Million shares, which have been reported (via 13F filing form) to have a value of $154 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
|
$70.3 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cannell Capital LLC
Alta, WY |
May 15, 2025 Q1 2025 |
3,045,408
shares
|
$18.3 Million
5.95% of portfolio
|
Q1 2025
Added 66.39%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
2,470,132
shares
|
$14.8 Million
0.17% of portfolio
|
Q1 2025
Added 36.15%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
794,279
shares
|
$4.77 Million
0.0% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Mountaineer Partners Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
719,054
shares
|
$4.32 Million
4.14% of portfolio
|
Q3 2024
Reduced 72.97%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
671,348
shares
|
$4.03 Million
0.3% of portfolio
|
Q1 2025
Added 243.7%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
653,767
shares
|
$3.93 Million
3.21% of portfolio
|
Q1 2025
Added 3003.28%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
639,243
shares
|
$3.84 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
513,588
shares
|
$3.09 Million
0.17% of portfolio
|
Q4 2023
Added 1.27%
|
|
|
Rr Advisors, LLC
Dallas, TX |
May 13, 2025 Q1 2025 |
416,000
shares
|
$2.5 Million
0.55% of portfolio
|
Q1 2025
Added 190.91%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
318,076
shares
|
$1.91 Million
0.15% of portfolio
|
Q3 2023
Reduced 43.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
297,699
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Added 45.58%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
279,035
shares
|
$1.68 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
272,788
shares
|
$1.64 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
243,016
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 190.54%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
225,030
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2022
Added 200.04%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
189,246
shares
|
$1.14 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
152,592
shares
|
$917,077
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
144,943
shares
|
$871,107
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,663
shares
|
$851,394
0.0% of portfolio
|
Q3 2024
Added 28.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
116,929
shares
|
$702,743
0.01% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
93,523
shares
|
$562,073
0.0% of portfolio
|
Q1 2025
Added 305.77%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
92,334
shares
|
$554,927
0.0% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
88,115
shares
|
$529,571
0.0% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
78,628
shares
|
$472,554
0.06% of portfolio
|
Q1 2025
Added 36.47%
|