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 |
---|---|---|---|---|---|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
7,000
shares
|
$28,490
0.02% of portfolio
|
Q4 2023
Added 40.0%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
5,467
shares
|
$22,250
0.01% of portfolio
|
Q1 2024
Reduced 59.19%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
3,400
shares
|
$13,838
0.0% of portfolio
|
Q1 2024
Reduced 71.77%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,128
shares
|
$12,730
0.0% of portfolio
|
Q1 2024
Reduced 45.08%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
3,000
shares
|
$12,210
0.0% of portfolio
|
Q4 2023
New holding
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
2,161
shares
|
$8,795
0.0% of portfolio
|
Q1 2024
Reduced 94.61%
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
2,151
shares
|
$8,754
0.0% of portfolio
|
Q1 2024
New holding
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
2,128
shares
|
$8,660
0.0% of portfolio
|
Q1 2023
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,090
shares
|
$8,506
0.0% of portfolio
|
Q4 2020
New holding
|
|
Brown Brothers Harriman & CO
New York, NY |
May 10, 2024 Q1 2024 |
2,000
shares
|
$8,140
0.0% of portfolio
|
Q3 2022
New holding
|
|
South State Corp
|
May 06, 2024 Q1 2024 |
2,000
shares
|
$8,140
0.0% of portfolio
|
Q3 2020
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
1,600
shares
|
$6,512
0.0% of portfolio
|
Q2 2020
Reduced 38.46%
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
1,425
shares
|
$5,799
0.0% of portfolio
|
Q4 2023
Added 16.8%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
1,200
shares
|
$4,884
0.0% of portfolio
|
Q3 2023
Reduced 68.81%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,036
shares
|
$4,216
0.0% of portfolio
|
Q1 2024
Reduced 69.05%
|
|
Wealth Collab, LLC
Bellevue, WA |
May 10, 2024 Q1 2024 |
1,015
shares
|
$4,131
0.0% of portfolio
|
Q1 2024
Added 782.61%
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
1,000
shares
|
$4,070
0.0% of portfolio
|
Q3 2022
New holding
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
950
shares
|
$3,866
0.01% of portfolio
|
Q2 2022
Added 35.71%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
900
shares
|
$3,663
0.0% of portfolio
|
Q4 2023
New holding
|
|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
846
shares
|
$3,443
0.0% of portfolio
|
Q1 2021
Added 41.95%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
792
shares
|
$3,223
0.0% of portfolio
|
Q4 2017
Reduced 42.05%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
684
shares
|
$2,783
0.0% of portfolio
|
Q1 2024
Reduced 92.26%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
672
shares
|
$2,735
0.0% of portfolio
|
Q3 2023
Reduced 7.24%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
639
shares
|
$2,600
0.0% of portfolio
|
Q3 2022
New holding
|
|
First Manhattan CO
New York, NY |
May 15, 2024 Q1 2024 |
600
shares
|
$2,442
0.0% of portfolio
|
Q2 2023
New holding
|