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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$40,599
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
9,271
shares
|
$37,640
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
8,400
shares
|
$34,104
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
7,400
shares
|
$30,043
0.01% of portfolio
|
Q3 2024
Added 270.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
7,000
shares
|
$28,419
0.02% of portfolio
|
Q4 2023
Added 40.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
6,300
shares
|
$25,577
0.0% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,000
shares
|
$12,179
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,537
shares
|
$10,300
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,475
shares
|
$10,048
0.0% of portfolio
|
Q3 2024
Added 106.25%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
2,128
shares
|
$8,639
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,090
shares
|
$8,485
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$8,119
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
2,000
shares
|
$8,119
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,900
shares
|
$7,713
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,345
shares
|
$5,460
0.0% of portfolio
|
Q2 2024
Reduced 37.76%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
950
shares
|
$3,856
0.01% of portfolio
|
Q2 2022
Added 35.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
792
shares
|
$3,215
0.0% of portfolio
|
Q4 2017
Reduced 42.05%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
699
shares
|
$2,837
0.0% of portfolio
|
Q2 2024
Reduced 31.13%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
672
shares
|
$2,728
0.0% of portfolio
|
Q3 2023
Reduced 7.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
639
shares
|
$2,594
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
597
shares
|
$2,423
0.0% of portfolio
|
Q3 2023
Reduced 70.4%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
483
shares
|
$1,960
0.0% of portfolio
|
Q3 2024
Reduced 77.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
462
shares
|
$1,875
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
395
shares
|
$1,603
0.0% of portfolio
|
Q2 2023
Added 58.0%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
302
shares
|
$1,226
0.0% of portfolio
|
Q4 2021
New holding
|