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 $26.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Meixler Investment Management, Ltd.
Show Low, AZ |
May 06, 2024 Q1 2024 |
30,800
shares
|
$125,356
0.12% of portfolio
|
Q1 2024
Added 8.43%
|
|
Heritage Trust CO
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
30,201
shares
|
$122,918
0.02% of portfolio
|
Q4 2020
Added 1.68%
|
|
Delta Investment Management, LLC
|
May 08, 2024 Q1 2024 |
30,195
shares
|
$122,893
0.04% of portfolio
|
Q1 2023
Reduced 40.69%
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2024 Q1 2024 |
30,000
shares
|
$122,100
0.01% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
25,534
shares
|
$103,923
0.07% of portfolio
|
Q1 2023
Reduced 5.55%
|
|
First Financial Bankshares Inc
Abilene, TX |
May 14, 2024 Q1 2024 |
25,000
shares
|
$101,750
0.0% of portfolio
|
Q4 2023
New holding
|
|
State Of Wyoming
Cheyenne, WY |
May 13, 2024 Q1 2024 |
24,268
shares
|
$98,770
0.02% of portfolio
|
Q1 2024
Added 118.08%
|
|
Beck Mack & Oliver LLC
New York, NY |
May 14, 2024 Q1 2024 |
22,980
shares
|
$93,528
0.0% of portfolio
|
Q4 2023
Reduced 3.36%
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
May 01, 2024 Q1 2024 |
21,000
shares
|
$85,470
0.07% of portfolio
|
Q1 2024
New holding
|
|
Lazard Asset Management LLC
New York, NY |
May 14, 2024 Q1 2024 |
17,422
shares
|
$70,907
0.0% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 30, 2024 Q1 2024 |
15,825
shares
|
$64,407
0.01% of portfolio
|
Q1 2024
New holding
|
|
Bay Colony Advisory Group, Inc D
|
Apr 30, 2024 Q1 2024 |
15,825
shares
|
$64,407
0.01% of portfolio
|
Q4 2023
Reduced 61.24%
|
|
Foundation Resource Management Inc
|
Apr 11, 2024 Q1 2024 |
15,625
shares
|
$63,593
0.01% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
15,540
shares
|
$63,247
0.0% of portfolio
|
Q1 2024
Added 0.06%
|
|
Kovack Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
15,000
shares
|
$61,050
0.01% of portfolio
|
Q1 2023
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
14,482
shares
|
$58,941
0.0% of portfolio
|
Q1 2024
Added 11.55%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
14,387
shares
|
$58,555
0.01% of portfolio
|
Q1 2024
Reduced 23.03%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
14,192
shares
|
$57,761
0.0% of portfolio
|
Q1 2024
New holding
|
|
Essex Financial Services, Inc.
|
Apr 23, 2024 Q1 2024 |
12,842
shares
|
$52,266
0.01% of portfolio
|
Q1 2024
Added 1.04%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
12,286
shares
|
$50,004
0.0% of portfolio
|
Q1 2024
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
11,300
shares
|
$45,991
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
10,459
shares
|
$42,568
0.0% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
10,338
shares
|
$42,075
0.02% of portfolio
|
Q1 2024
Added 24.24%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
10,000
shares
|
$40,700
0.0% of portfolio
|
Q1 2023
New holding
|
|
Chilton Capital Management LLC
Houston, TX |
May 07, 2024 Q1 2024 |
8,400
shares
|
$34,188
0.0% of portfolio
|
Q1 2023
New holding
|