Purchases and Sales Made in Q4 2023 in San Juan Basin Royalty Trust (SJT)
This table provides information about the institutional ownership of San Juan Basin Royalty Trust (SJT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
585KNew |
$2.95M - $4.49M
|
585K
$2.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
286KNew |
$1.44M - $2.19M
|
286K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
188K+ 103.96% |
$947K - $1.44M
|
369K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
BUY
|
- |
131K+ 44.52% |
$658K - $1M
|
424K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
77.6K+ 37.28% |
$391K - $596K
|
286K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
67.1KNew |
$338K - $515K
|
67.1K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.6K+ 116.96% |
$321K - $489K
|
118K
$482K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
50.2K+ 303.94% |
$253K - $385K
|
66.7K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.5K+ 2734.62% |
$204K - $311K
|
42K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.7KNew |
$170K - $259K
|
33.7K
$138K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
29.3KNew |
$148K - $225K
|
29.3K
$120K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
26.8K+ 140.33% |
$135K - $206K
|
46K
$188K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
25KNew |
$126K - $192K
|
25K
$102K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.8K+ 22.14% |
$115K - $175K
|
126K
$513K
|
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
15.3KNew |
$77.3K - $118K
|
15.3K
$62.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$76.1K - $116K
|
15.1K
$61.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
13.4KNew |
$67.5K - $103K
|
13.4K
$54.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8KNew |
$54.3K - $82.7K
|
10.8K
$43.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.4KNew |
$52.2K - $79.6K
|
10.4K
$42.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.79K+ 19531.11% |
$44.3K - $67.5K
|
8.83K
$36K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.32KNew |
$41.9K - $63.9K
|
8.32K
$33.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.16K+ 7.65% |
$36.1K - $55K
|
101K
$411K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.81K+ 33.46% |
$34.3K - $52.3K
|
27.2K
$111K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.45K+ 1.27% |
$32.5K - $49.5K
|
514K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.83K+ 13.72% |
$24.4K - $37.1K
|
40.1K
$163K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.2K+ 10.06% |
$16.1K - $24.6K
|
35K
$143K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3KNew |
$15.1K - $23K
|
3K
$12.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.57K+ 82.27% |
$13K - $19.7K
|
5.7K
$23.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2K+ 40.0% |
$10.1K - $15.4K
|
7K
$28.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.11K+ 49.89% |
$5.61K - $8.56K
|
3.35K
$13.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
950+ 3.46% |
$4.79K - $7.3K
|
28.4K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
900New |
$4.54K - $6.91K
|
900
$3.67K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
600+ 0.43% |
$3.02K - $4.61K
|
140K
$572K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
529+ 4.34% |
$2.67K - $4.06K
|
12.7K
$51.9K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
503+ 4.46% |
$2.54K - $3.86K
|
11.8K
$48.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
205+ 16.8% |
$1.03K - $1.57K
|
1.43K
$5.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
134+ 0.76% |
$675 - $1.03K
|
17.9K
$72.9K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
115New |
$580 - $883
|
115
$469
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
113+ 14.79% |
$570 - $868
|
877
$3.58K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
91New |
$459 - $699
|
91
$371
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
75New |
$378 - $576
|
75
$306
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4New |
$20.2 - $30.7
|
4
$16.3
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4New |
$20.2 - $30.7
|
4
$16.3
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1New |
$5.04 - $7.68
|
1
$4.08
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 57.14% |
$504 - $768
|
75
$306
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-170- 74.89% |
$857 - $1.31K
|
57
$233
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-197- 1.81% |
$993 - $1.51K
|
10.7K
$43.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-251- 42.54% |
$1.27K - $1.93K
|
339
$1.38K
|
|
|
Jan 10, 2024
Q4 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-500- 3.1% |
$2.52K - $3.84K
|
15.6K
$63.8K
|
|