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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,150
shares
|
$6,911
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
950
shares
|
$5,709
0.01% of portfolio
|
Q2 2022
Added 35.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
792
shares
|
$4,759
0.0% of portfolio
|
Q4 2017
Reduced 42.05%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
721
shares
|
$4,333
0.0% of portfolio
|
Q1 2025
Reduced 66.91%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
639
shares
|
$3,840
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
597
shares
|
$3,587
0.0% of portfolio
|
Q3 2023
Reduced 70.4%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
462
shares
|
$2,776
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
395
shares
|
$2,373
0.0% of portfolio
|
Q2 2023
Added 58.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
336
shares
|
$2,019
0.0% of portfolio
|
Q1 2025
Reduced 77.14%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
330
shares
|
$1,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
302
shares
|
$1,815
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
300
shares
|
$1,803
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
289
shares
|
$1,736
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
264
shares
|
$1,586
0.0% of portfolio
|
Q2 2024
Reduced 76.62%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
250
shares
|
$1,502
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
242
shares
|
$1,454
0.0% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
200
shares
|
$1,202
0.0% of portfolio
|
Q4 2023
Reduced 94.96%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
197
shares
|
$1,183
0.0% of portfolio
|
Q3 2021
Reduced 1.01%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
75
shares
|
$450
0.0% of portfolio
|
Q4 2023
Reduced 57.14%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
28
shares
|
$168
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4
shares
|
$24
0.0% of portfolio
|
Q2 2024
Reduced 93.1%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
4
shares
|
$24
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1
shares
|
$6
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|