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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-500- 3.1% |
$2.52K - $3.84K
|
15.6K
$65.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-800- 3.36% |
$4.03K - $6.14K
|
23K
$95.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-875- 89.74% |
$4.41K - $6.72K
|
100
$417
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-987- 5.98% |
$4.97K - $7.58K
|
15.5K
$64.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.29K- 0.59% |
$6.5K - $9.9K
|
218K
$910K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.7K- 4.64% |
$8.57K - $13.1K
|
35K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.15K- 15.13% |
$10.8K - $16.5K
|
12K
$50.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.23K- 17.5% |
$11.2K - $17.1K
|
10.5K
$43.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.55K- 4.37% |
$12.8K - $19.6K
|
55.7K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.75K- 5.4% |
$13.8K - $21.1K
|
48.1K
$201K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.1K- 19.28% |
$15.6K - $23.8K
|
13K
$54.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.41K- 15.41% |
$17.2K - $26.2K
|
18.7K
$77.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.77K- 94.96% |
$19K - $28.9K
|
200
$834
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-6.1K- 28.37% |
$30.7K - $46.8K
|
15.4K
$64.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10K- 20.56% |
$50.4K - $76.8K
|
38.6K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-13.5K- 54.77% |
$67.9K - $103K
|
11.1K
$46.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-15.4K- 10.62% |
$77.4K - $118K
|
129K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.4K- 24.58% |
$103K - $156K
|
62.5K
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-23.1K- 83.78% |
$116K - $177K
|
4.47K
$18.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-25K- 61.24% |
$126K - $192K
|
15.8K
$66K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-133K- 95.02% |
$671K - $1.02M
|
6.97K
$29.1K
|