Purchases and Sales Made in Q4 2022 in San Juan Basin Royalty Trust (SJT)
This table provides information about the institutional ownership of San Juan Basin Royalty Trust (SJT) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
558K+ 30.4% |
$5.45M - $6.81M
|
2.39M
$9.31M
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
247K+ 43.72% |
$2.41M - $3.01M
|
812K
$3.16M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
175KNew |
$1.71M - $2.14M
|
175K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
175KNew |
$1.71M - $2.14M
|
175K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
154KNew |
$1.5M - $1.88M
|
154K
$598K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
115KNew |
$1.12M - $1.4M
|
115K
$446K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
80.2KNew |
$782K - $978K
|
80.2K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
78.9K+ 141.43% |
$770K - $963K
|
135K
$524K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
60.3KNew |
$589K - $736K
|
60.3K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
55.8K+ 44.25% |
$545K - $681K
|
182K
$708K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
34.1K+ 95.64% |
$333K - $416K
|
69.8K
$271K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.1KNew |
$332K - $415K
|
34.1K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
31.3K+ 69.87% |
$305K - $382K
|
76.1K
$296K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.7KNew |
$241K - $301K
|
24.7K
$96.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
23.3K+ 4.54% |
$227K - $284K
|
536K
$2.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
22.4KNew |
$218K - $273K
|
22.4K
$87K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
16.7K+ 358.2% |
$163K - $204K
|
21.4K
$83.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.7K+ 77.21% |
$163K - $204K
|
38.4K
$149K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.6KNew |
$123K - $154K
|
12.6K
$49.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
12.2KNew |
$119K - $148K
|
12.2K
$47.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.4KNew |
$112K - $140K
|
11.4K
$44.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.1KNew |
$108K - $135K
|
11.1K
$43.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11KNew |
$108K - $135K
|
11K
$42.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.4KNew |
$102K - $127K
|
10.4K
$40.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.41K+ 25.37% |
$82.1K - $103K
|
41.6K
$162K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.05K+ 310.42% |
$78.5K - $98.2K
|
10.6K
$41.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7.76K+ 31.32% |
$75.7K - $94.7K
|
32.5K
$127K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.04K+ 36.99% |
$68.7K - $85.8K
|
26.1K
$101K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
6.08KNew |
$59.4K - $74.2K
|
6.08K
$23.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.84K+ 11.42% |
$57K - $71.2K
|
56.9K
$221K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.12K+ 11.33% |
$50K - $62.5K
|
50.3K
$196K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5KNew |
$48.8K - $61K
|
5K
$19.5K
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.9K+ 31.41% |
$47.8K - $59.8K
|
20.5K
$79.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
3.91KNew |
$38.1K - $47.7K
|
3.91K
$15.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
3.2KNew |
$31.2K - $39K
|
3.2K
$12.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3K+ 13.76% |
$29.3K - $36.6K
|
24.8K
$96.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
2.42K+ 20.88% |
$23.6K - $29.5K
|
14K
$54.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.87K+ 2464.47% |
$18.3K - $22.9K
|
1.95K
$7.58K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.77K+ 298.48% |
$17.3K - $21.6K
|
2.36K
$9.19K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.66KNew |
$16.2K - $20.3K
|
1.66K
$6.46K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.51K+ 34.82% |
$14.7K - $18.4K
|
5.83K
$22.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.2K+ 63.16% |
$11.7K - $14.6K
|
3.1K
$12.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
877+ 7.58% |
$8.56K - $10.7K
|
12.4K
$48.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
750+ 23.77% |
$7.32K - $9.15K
|
3.91K
$15.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
566New |
$5.52K - $6.91K
|
566
$2.2K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
500New |
$4.88K - $6.1K
|
500
$1.95K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
350New |
$3.42K - $4.27K
|
350
$1.36K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
280New |
$2.73K - $3.42K
|
280
$1.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
240+ 48.0% |
$2.34K - $2.93K
|
740
$2.88K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
232+ 1.23% |
$2.26K - $2.83K
|
19.1K
$74.3K
|