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 |
|---|---|---|---|---|---|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
18,475
shares
|
$111,034
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
17,403
shares
|
$104,592
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,480
shares
|
$99,044
0.0% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
15,825
shares
|
$95,108
0.01% of portfolio
|
Q4 2023
Reduced 61.24%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
15,199
shares
|
$91,345
0.0% of portfolio
|
Q1 2025
Reduced 46.79%
|
|
|
Foundation Resource Management Inc
|
Jul 14, 2025 Q2 2025 |
14,565
shares
|
$87,535
0.01% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
12,910
shares
|
$77,589
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
12,000
shares
|
$72,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
11,898
shares
|
$71,506
0.0% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
11,430
shares
|
$68,694
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
10,911
shares
|
$65,575
0.02% of portfolio
|
Q2 2024
Reduced 63.86%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
10,000
shares
|
$60,100
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
10,000
shares
|
$60,100
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
7,000
shares
|
$42,070
0.02% of portfolio
|
Q4 2023
Added 40.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
6,398
shares
|
$38,451
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
6,000
shares
|
$36,060
0.0% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
4,200
shares
|
$25,242
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,000
shares
|
$18,030
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
2,537
shares
|
$15,247
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,090
shares
|
$12,560
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
2,000
shares
|
$12,020
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
2,000
shares
|
$12,020
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1,900
shares
|
$11,419
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,345
shares
|
$8,083
0.0% of portfolio
|
Q2 2024
Reduced 37.76%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,275
shares
|
$7,662
0.0% of portfolio
|
Q4 2024
Reduced 48.48%
|