Purchases and Sales Made in Q2 2025 in San Juan Basin Royalty Trust (SJT)
This table provides information about the institutional ownership of San Juan Basin Royalty Trust (SJT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
11.7MNew |
$56.3M - $80.1M
|
11.7M
$68.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
207K+ 74.11% |
$995K - $1.42M
|
486K
$2.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5KNew |
$24K - $34.3K
|
5K
$29.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.3KNew |
$6.25K - $8.91K
|
1.3K
$7.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
593New |
$2.85K - $4.06K
|
593
$3.47K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
206New |
$991 - $1.41K
|
206
$1.21K
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-980- 0.52% |
$4.71K - $6.71K
|
188K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2K- 6.49% |
$9.62K - $13.7K
|
28.8K
$169K
|