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 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78New |
$761 - $952
|
78
$386
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
75New |
$732 - $915
|
75
$371
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
75New |
$732 - $915
|
75
$371
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36+ 1.37% |
$351 - $439
|
2.66K
$13.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
33New |
$322 - $403
|
33
$163
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.85% |
$87.8 - $110
|
1.06K
$5.27K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4New |
$39 - $48.8
|
4
$19.8
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1- -0.0% |
$9.76 - $12.2
|
27.4K
$136K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-17- 1.46% |
$166 - $207
|
1.15K
$5.67K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-64- 27.83% |
$625 - $781
|
166
$822
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-109- 0.36% |
$1.06K - $1.33K
|
30.1K
$149K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-137- 0.83% |
$1.34K - $1.67K
|
16.4K
$81.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-190- 0.55% |
$1.85K - $2.32K
|
34.1K
$169K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-500- 58.82% |
$4.88K - $6.1K
|
350
$1.73K
|
|
|
Feb 09, 2023
Q4 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-500- 1.82% |
$4.88K - $6.1K
|
27K
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-718- 3.6% |
$7.01K - $8.76K
|
19.2K
$95.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-2K- 0.65% |
$19.5K - $24.4K
|
306K
$1.52M
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.5K- 1.07% |
$24.4K - $30.5K
|
231K
$1.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.77K- 20.47% |
$27.1K - $33.8K
|
10.8K
$53.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-3.27K- 38.81% |
$31.9K - $39.9K
|
5.15K
$25.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.37K- 5.86% |
$32.9K - $41.2K
|
54.2K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-4.05K- 22.31% |
$39.5K - $49.4K
|
14.1K
$69.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.64K- 7.63% |
$55.1K - $68.9K
|
68.3K
$338K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.65K- 86.89% |
$55.1K - $68.9K
|
852
$4.22K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.7K- 82.61% |
$55.6K - $69.5K
|
1.2K
$5.94K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-10K- 20.0% |
$97.6K - $122K
|
40K
$198K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.3K- 49.54% |
$110K - $138K
|
11.5K
$57K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-13.3K- 18.3% |
$130K - $162K
|
59.4K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-16.5K- 25.91% |
$161K - $202K
|
47.3K
$234K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.3K- 14.08% |
$345K - $431K
|
215K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-73.3K- 82.51% |
$715K - $894K
|
15.5K
$76.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-336K- 56.52% |
$3.28M - $4.1M
|
259K
$1.28M
|