Purchases and Sales Made in Q2 2023 in San Juan Basin Royalty Trust (SJT)
This table provides information about the institutional ownership of San Juan Basin Royalty Trust (SJT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
507KNew |
$3.46M - $5.52M
|
507K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
124K+ 772.01% |
$842K - $1.35M
|
140K
$543K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
82.8K+ 221.56% |
$565K - $902K
|
120K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40.3KNew |
$275K - $438K
|
40.3K
$157K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
40.3KNew |
$275K - $438K
|
40.3K
$157K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
36.5KNew |
$249K - $397K
|
36.5K
$142K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
35.4K+ 35.25% |
$242K - $386K
|
136K
$529K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
28.6K+ 6.01% |
$195K - $311K
|
504K
$1.96M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.5K+ 47.85% |
$174K - $278K
|
78.9K
$307K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
25.4KNew |
$173K - $277K
|
25.4K
$98.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.8K+ 17.4% |
$169K - $270K
|
167K
$650K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.3K+ 16.59% |
$159K - $254K
|
164K
$637K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
22.1KNew |
$150K - $240K
|
22.1K
$85.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.6KNew |
$113K - $181K
|
16.6K
$64.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
14.9K+ 404.18% |
$102K - $162K
|
18.6K
$72.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9KNew |
$87.7K - $140K
|
12.9K
$50K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.7K+ 113.4% |
$79.9K - $128K
|
22.1K
$85.8K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$75.7K - $121K
|
11.1K
$43.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9KNew |
$74K - $118K
|
10.9K
$42.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.1KNew |
$68.9K - $110K
|
10.1K
$39.3K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
9.92K+ 103.9% |
$67.6K - $108K
|
19.5K
$75.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
9.3K+ 7.46% |
$63.4K - $101K
|
134K
$521K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.7K+ 31.46% |
$59.3K - $94.7K
|
36.4K
$141K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.15KNew |
$55.6K - $88.8K
|
8.15K
$31.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
6.77K+ 192.99% |
$46.2K - $73.7K
|
10.3K
$40K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.43K+ 13.65% |
$43.9K - $70K
|
53.5K
$208K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.37K+ 140.03% |
$36.6K - $58.4K
|
9.2K
$35.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.17KNew |
$35.3K - $56.3K
|
5.17K
$20.1K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.08K+ 116.43% |
$27.8K - $44.4K
|
7.58K
$29.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.41K+ 9.66% |
$16.4K - $26.2K
|
27.3K
$106K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.81K+ 5.9% |
$12.3K - $19.7K
|
32.5K
$126K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.38K+ 9.4% |
$9.38K - $15K
|
16K
$62.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.34K+ 11.93% |
$9.17K - $14.6K
|
12.6K
$49.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1KNew |
$6.82K - $10.9K
|
1K
$3.89K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
911New |
$6.21K - $9.92K
|
911
$3.54K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
907New |
$6.19K - $9.88K
|
907
$3.53K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
754+ 0.06% |
$5.14K - $8.21K
|
1.34M
$5.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
697+ 89.13% |
$4.75K - $7.59K
|
1.48K
$5.75K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
600New |
$4.09K - $6.53K
|
600
$2.33K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
593New |
$4.04K - $6.46K
|
593
$2.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
220+ 0.75% |
$1.5K - $2.4K
|
29.4K
$115K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
181+ 4.94% |
$1.23K - $1.97K
|
3.85K
$15K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
145+ 426.47% |
$989 - $1.58K
|
179
$696
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
145+ 58.0% |
$989 - $1.58K
|
395
$1.54K
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
68+ 0.03% |
$464 - $741
|
219K
$853K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
45+ 5.82% |
$307 - $490
|
818
$3.18K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41+ 0.12% |
$280 - $446
|
34.1K
$133K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
41+ 0.25% |
$280 - $446
|
16.5K
$64.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
33+ 0.84% |
$225 - $359
|
3.96K
$15.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1New |
$6.82 - $10.9
|
1
$3.89
|