Purchases and Sales Made in Q1 2025 in San Juan Basin Royalty Trust (SJT)
This table provides information about the institutional ownership of San Juan Basin Royalty Trust (SJT) during Q1 2025. 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 15, 2025
Q1 2025
|
Cannell Capital LLC
Alta, WY |
BUY
|
- |
1.22M+ 66.39% |
$4.59M - $6.84M
|
3.05M
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
656K+ 36.15% |
$2.48M - $3.69M
|
2.47M
$15M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
633K+ 3003.28% |
$2.39M - $3.56M
|
654K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
476K+ 243.7% |
$1.8M - $2.68M
|
671K
$4.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
279KNew |
$1.05M - $1.57M
|
279K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Rr Advisors, LLC
Dallas, TX |
BUY
|
- |
273K+ 190.91% |
$1.03M - $1.54M
|
416K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
159K+ 190.54% |
$602K - $897K
|
243K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
153KNew |
$577K - $859K
|
153K
$926K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
145KNew |
$548K - $816K
|
145K
$880K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
93.2K+ 45.58% |
$352K - $525K
|
298K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
70.5K+ 305.77% |
$266K - $397K
|
93.5K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.5K+ 6.78% |
$191K - $284K
|
794K
$4.82M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
48.2KNew |
$182K - $272K
|
48.2K
$293K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
45K+ 193.96% |
$170K - $253K
|
68.2K
$414K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
22KNew |
$83.2K - $124K
|
22K
$134K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
21K+ 36.47% |
$79.4K - $118K
|
78.6K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
19.9K+ 447.44% |
$75K - $112K
|
24.3K
$147K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
18.5KNew |
$69.8K - $104K
|
18.5K
$112K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.4KNew |
$65.8K - $98K
|
17.4K
$106K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$43.2K - $64.4K
|
11.4K
$69.4K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10.1K+ 23.75% |
$38.1K - $56.8K
|
52.5K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6.4KNew |
$24.2K - $36K
|
6.4K
$38.8K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.8K+ 15.65% |
$18.2K - $27K
|
35.5K
$215K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
4.25K+ 21.2% |
$16.1K - $23.9K
|
24.3K
$148K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.44K+ 6.56% |
$13K - $19.4K
|
56K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
2.65K+ 7.01% |
$10K - $14.9K
|
40.5K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
330New |
$1.25K - $1.86K
|
330
$2K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
250New |
$945 - $1.41K
|
250
$1.52K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
28New |
$106 - $158
|
28
$170
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.35% |
$3.78 - $5.63
|
289
$1.75K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 2.02% |
$18.9 - $28.2
|
242
$1.47K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-300- 4.76% |
$1.13K - $1.69K
|
6K
$36.4K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-400- 0.34% |
$1.51K - $2.25K
|
117K
$710K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.13K- 77.14% |
$4.29K - $6.38K
|
336
$2.04K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.33K- 10.07% |
$5.04K - $7.5K
|
11.9K
$72.2K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.46K- 66.91% |
$5.51K - $8.21K
|
721
$4.38K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.83K- 1.94% |
$6.9K - $10.3K
|
92.3K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-3K- 15.4% |
$11.3K - $16.9K
|
16.5K
$100K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.53K- 4.89% |
$17.1K - $25.5K
|
88.1K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-6.9K- 2.47% |
$26.1K - $38.8K
|
273K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-7.1K- 13.11% |
$26.8K - $40K
|
47.1K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-7.44K- 19.43% |
$28.1K - $41.9K
|
30.8K
$187K
|
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-11.5KClosed |
$43.5K - $64.7K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.4K- 46.79% |
$50.5K - $75.3K
|
15.2K
$92.3K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-37.2K- 64.04% |
$141K - $210K
|
20.9K
$127K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56.1K- 53.72% |
$212K - $316K
|
48.3K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-62.2K- 8.87% |
$235K - $350K
|
639K
$3.88M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-147K- 71.05% |
$555K - $827K
|
59.9K
$363K
|