Purchases and Sales Made in Q1 2021 in San Juan Basin Royalty Trust (SJT)
This table provides information about the institutional ownership of San Juan Basin Royalty Trust (SJT) during Q1 2021. The information is specifically focused on institutions that hold shares of SAN JUAN BASIN ROYALTY TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.5K+ 82.87% |
$44.7K - $73.3K
|
36.4K
$140K
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.8K+ 2.93% |
$31.9K - $52.3K
|
414K
$1.59M
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
BUY
|
- |
11.5K+ 1287.0% |
$31.1K - $51K
|
12.4K
$47.5K
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.89K+ 72.86% |
$21.4K - $35K
|
18.7K
$71.9K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.09K+ 9.67% |
$5.65K - $9.26K
|
23.6K
$90.8K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.55KNew |
$4.21K - $6.9K
|
1.55K
$5.97K
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1K+ 31.7% |
$2.71K - $4.44K
|
4.16K
$16K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
905+ 7.63% |
$2.45K - $4.02K
|
12.8K
$49K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400New |
$1.08K - $1.78K
|
400
$1.54K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
317+ 3.15% |
$859 - $1.41K
|
10.4K
$39.9K
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
250+ 41.95% |
$678 - $1.11K
|
846
$3.25K
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16+ 0.09% |
$43.4 - $71
|
17.8K
$68.2K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15+ 0.76% |
$40.7 - $66.6
|
1.99K
$7.65K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10Closed |
$27.1 - $44.4
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-101Closed |
$274 - $448
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-119- 37.42% |
$322 - $528
|
199
$764
|
|
Apr 26, 2021
Q1 2021
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-285- 0.12% |
$772 - $1.27K
|
228K
$876K
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-400Closed |
$1.08K - $1.78K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-406- 0.44% |
$1.1K - $1.8K
|
90.9K
$349K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-500- 4.67% |
$1.36K - $2.22K
|
10.2K
$39.2K
|
|
May 11, 2021
Q1 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1K- 2.14% |
$2.71K - $4.44K
|
45.7K
$175K
|
|
May 14, 2021
Q1 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-5.32K- 5.59% |
$14.4K - $23.6K
|
89.9K
$345K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.02KClosed |
$16.3K - $26.7K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-7.4KClosed |
$20.1K - $32.9K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10KClosed |
$27.2K - $44.6K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.1KClosed |
$29.9K - $49.1K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.8KClosed |
$32K - $52.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.2K- 46.75% |
$32.9K - $54K
|
13.8K
$53.1K
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.5K- 5.47% |
$39.4K - $64.6K
|
251K
$965K
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-15KClosed |
$40.7K - $66.6K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-18.3KClosed |
$49.5K - $81K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-27.9KClosed |
$75.6K - $124K
|
0
$0
|