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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
68,180
shares
|
$409,761
0.0% of portfolio
|
Q1 2025
Added 193.96%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
60,306
shares
|
$362,439
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
59,850
shares
|
$359,698
0.02% of portfolio
|
Q1 2025
Reduced 71.05%
|
|
|
Price Jennifer C.
New York, NY |
Feb 13, 2025 Q4 2024 |
57,663
shares
|
$346,554
0.63% of portfolio
|
Q3 2023
Reduced 42.48%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
55,971
shares
|
$336,385
0.0% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
52,538
shares
|
$315,753
0.0% of portfolio
|
Q1 2025
Added 23.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
48,317
shares
|
$290,385
0.0% of portfolio
|
Q1 2025
Reduced 53.72%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
48,227
shares
|
$289,844
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
43,316
shares
|
$260,329
0.0% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
May 08, 2025 Q1 2025 |
40,450
shares
|
$243,104
0.16% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
40,250
shares
|
$241,902
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
37,500
shares
|
$225,375
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
35,488
shares
|
$213,282
0.0% of portfolio
|
Q4 2024
Reduced 13.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,341
shares
|
$194,369
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
30,201
shares
|
$181,508
0.02% of portfolio
|
Q4 2020
Added 1.68%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
30,000
shares
|
$180,300
0.01% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
28,825
shares
|
$173,238
0.01% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
28,650
shares
|
$172,186
0.01% of portfolio
|
Q4 2024
Reduced 48.56%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
25,534
shares
|
$153,459
0.07% of portfolio
|
Q1 2023
Reduced 5.55%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
24,300
shares
|
$146,043
0.17% of portfolio
|
Q1 2025
Added 21.2%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
24,290
shares
|
$145,982
0.01% of portfolio
|
Q1 2025
Added 447.44%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
22,008
shares
|
$132,268
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
20,918
shares
|
$125,717
0.0% of portfolio
|
Q1 2025
Reduced 64.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
20,464
shares
|
$122,988
0.0% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
20,000
shares
|
$120,200
0.01% of portfolio
|
Q2 2024
Added 33.33%
|