Purchases and Sales Made in Q1 2023 in San Juan Basin Royalty Trust (SJT)
This table provides information about the institutional ownership of San Juan Basin Royalty Trust (SJT) during Q1 2023. 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 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.33MNew |
$12.6M - $14.8M
|
1.33M
$5.19M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
187KNew |
$1.77M - $2.07M
|
187K
$727K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
139K+ 198.86% |
$1.31M - $1.54M
|
209K
$811K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
106K+ 406.18% |
$1M - $1.17M
|
132K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
93.2K+ 197.2% |
$882K - $1.03M
|
140K
$546K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
88.4K+ 726.6% |
$836K - $980K
|
101K
$391K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.6KNew |
$592K - $694K
|
62.6K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
48.6K+ 63.86% |
$460K - $539K
|
125K
$485K
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
42.8KNew |
$405K - $474K
|
42.8K
$166K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
38.4KNew |
$363K - $426K
|
38.4K
$149K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.4KNew |
$354K - $415K
|
37.4K
$145K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16.6K+ 149.1% |
$157K - $184K
|
27.7K
$108K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
15KNew |
$142K - $166K
|
15K
$58.4K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
11.1KNew |
$105K - $123K
|
11.1K
$43K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.3KNew |
$97.8K - $115K
|
10.3K
$40.2K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
10K+ 322.58% |
$94.6K - $111K
|
13.1K
$51K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
10KNew |
$94.6K - $111K
|
10K
$38.9K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8.4KNew |
$79.5K - $93.2K
|
8.4K
$32.7K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6KNew |
$56.8K - $66.5K
|
6K
$23.3K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.56K+ 13.37% |
$52.6K - $61.6K
|
47.1K
$183K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.36K+ 13.39% |
$41.2K - $48.3K
|
36.9K
$144K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4K+ 32.11% |
$37.8K - $44.3K
|
16.4K
$64K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.83KNew |
$36.3K - $42.5K
|
3.83K
$14.9K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.67KNew |
$34.7K - $40.7K
|
3.67K
$14.3K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
3.51KNew |
$33.2K - $38.9K
|
3.51K
$13.6K
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3.26K+ 2.12% |
$30.8K - $36.1K
|
157K
$611K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.1K+ 26.9% |
$29.3K - $34.4K
|
14.6K
$56.9K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.69K+ 316.2% |
$25.5K - $29.9K
|
3.55K
$13.8K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.3K+ 191.67% |
$21.8K - $25.5K
|
3.5K
$13.6K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.13KNew |
$20.1K - $23.6K
|
2.13K
$8.28K
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.8K+ 6.57% |
$17K - $20K
|
29.2K
$114K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.22K+ 181.25% |
$11.5K - $13.5K
|
1.89K
$7.35K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
700+ 3.41% |
$6.62K - $7.76K
|
21.2K
$82.5K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
628+ 5.9% |
$5.94K - $6.96K
|
11.3K
$43.8K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
551+ 1.83% |
$5.21K - $6.11K
|
30.7K
$119K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300New |
$2.84K - $3.33K
|
300
$1.17K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
250+ 89.29% |
$2.37K - $2.77K
|
530
$2.06K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
201New |
$1.9K - $2.23K
|
201
$782
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
125New |
$1.18K - $1.39K
|
125
$486
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
106+ 0.43% |
$1K - $1.18K
|
24.9K
$96.9K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
33+ 4.46% |
$312 - $366
|
773
$3.01K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30+ 0.18% |
$284 - $333
|
16.5K
$64.1K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24+ 0.61% |
$227 - $266
|
3.93K
$15.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 3.03% |
$9.46 - $11.1
|
34
$132
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1- -0.0% |
$9.46 - $11.1
|
34.1K
$132K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 28.57% |
$946 - $1.11K
|
250
$973
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-126- 1.0% |
$1.19K - $1.4K
|
12.5K
$48.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-325- 0.79% |
$3.07K - $3.6K
|
40.8K
$159K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-364- 31.76% |
$3.44K - $4.04K
|
782
$3.04K
|