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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
300
shares
|
$1,217
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
288
shares
|
$1,169
0.0% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
264
shares
|
$1,071
0.0% of portfolio
|
Q2 2024
Reduced 76.62%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
249
shares
|
$1,010
0.0% of portfolio
|
Q3 2024
Reduced 50.5%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
200
shares
|
$811
0.0% of portfolio
|
Q4 2023
Reduced 94.96%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
200
shares
|
$811
0.0% of portfolio
|
Q1 2024
Reduced 77.19%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
200
shares
|
$811
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
197
shares
|
$799
0.0% of portfolio
|
Q3 2021
Reduced 1.01%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
75
shares
|
$304
0.0% of portfolio
|
Q4 2023
Reduced 57.14%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
4
shares
|
$16
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4
shares
|
$16
0.0% of portfolio
|
Q2 2024
Reduced 93.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1
shares
|
$4
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|