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 7.59 Million shares, which have been reported (via 13F filing form) to have a value of $31.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 04, 2024 Q3 2024 |
36,300
shares
|
$147,378
0.1% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,341
shares
|
$131,304
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
31,477
shares
|
$127,796
0.0% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
30,201
shares
|
$122,616
0.02% of portfolio
|
Q4 2020
Added 1.68%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
30,000
shares
|
$121,799
0.01% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
28,330
shares
|
$115,019
0.0% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
25,534
shares
|
$103,668
0.07% of portfolio
|
Q1 2023
Reduced 5.55%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
23,517
shares
|
$95,479
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,037
shares
|
$85,410
0.0% of portfolio
|
Q3 2024
Added 87.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
20,964
shares
|
$85,113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
20,000
shares
|
$81,199
0.01% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
19,480
shares
|
$79,088
0.0% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
18,706
shares
|
$75,946
0.0% of portfolio
|
Q3 2024
Reduced 56.74%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
18,400
shares
|
$74,704
0.0% of portfolio
|
Q3 2024
Reduced 16.36%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 18, 2024 Q3 2024 |
17,225
shares
|
$69,933
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
15,825
shares
|
$64,249
0.01% of portfolio
|
Q4 2023
Reduced 61.24%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
15,550
shares
|
$63,132
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Foundation Resource Management Inc
|
Oct 10, 2024 Q3 2024 |
15,065
shares
|
$61,163
0.01% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
13,760
shares
|
$55,865
0.0% of portfolio
|
Q3 2024
Added 22.58%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
12,910
shares
|
$52,414
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
12,000
shares
|
$48,719
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
11,211
shares
|
$45,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
11,000
shares
|
$44,659
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,911
shares
|
$44,298
0.01% of portfolio
|
Q2 2024
Reduced 63.86%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
10,135
shares
|
$41,148
0.0% of portfolio
|
Q3 2024
Reduced 91.77%
|