Latest Institutional Transactions on San Juan Basin Royalty Trust (SJT)
This table provides information on the latest institutional transactions involving San Juan Basin Royalty Trust (SJT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
42New |
$236 - $262
|
42
$270
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
70New |
$393 - $437
|
70
$451
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.2K+ 1640.0% |
$237K - $337K
|
52.2K
$336K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
189K+ 392.25% |
$910K - $1.3M
|
237K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.4K- 90.0% |
$26K - $37K
|
600
$3.86K
|
|
|
Aug 14, 2025
Q2 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-209K- 76.56% |
$1M - $1.43M
|
63.9K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-275K- 40.91% |
$1.32M - $1.88M
|
397K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
BUY
|
- |
20K+ 200.0% |
$96.2K - $137K
|
30K
$193K
|
|
|
Aug 14, 2025
Q2 2025
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
10.6KNew |
$50.9K - $72.4K
|
10.6K
$68.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-12.3K- 1.88% |
$59.1K - $84.2K
|
641K
$4.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.5KNew |
$74.7K - $106K
|
15.5K
$100K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
50New |
$240 - $343
|
50
$322
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
48.2KNew |
$232K - $330K
|
48.2K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.71K+ 90.0% |
$8.23K - $11.7K
|
3.61K
$23.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
11.5KNew |
$55.3K - $78.8K
|
11.5K
$74.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6.4KNew |
$30.8K - $43.8K
|
6.4K
$41.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.35% |
$4.81 - $6.85
|
288
$1.85K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.5K+ 12.5% |
$7.21K - $10.3K
|
13.5K
$86.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5K- 25.0% |
$24K - $34.3K
|
15K
$96.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 0.83% |
$9.62 - $13.7
|
240
$1.55K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-143- 0.9% |
$688 - $980
|
15.7K
$101K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-81.5K- 87.09% |
$392K - $558K
|
12.1K
$77.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5KNew |
$24K - $34.3K
|
5K
$32.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.3KNew |
$6.25K - $8.91K
|
1.3K
$8.37K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
593New |
$2.85K - $4.06K
|
593
$3.82K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
206New |
$991 - $1.41K
|
206
$1.33K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2K- 6.49% |
$9.62K - $13.7K
|
28.8K
$186K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
11.7MNew |
$56.3M - $80.1M
|
11.7M
$75.3M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Cannell Capital LLC
Alta, WY |
BUY
|
CALL |
519KNew |
$1.96M - $2.92M
|
519K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
465KNew |
$1.76M - $2.62M
|
465K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.46K- 66.91% |
$5.51K - $8.21K
|
721
$4.64K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-3K- 15.4% |
$11.3K - $16.9K
|
16.5K
$106K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-2.1K- 15.56% |
$7.94K - $11.8K
|
11.4K
$73.4K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
164KNew |
$620K - $923K
|
164K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
28New |
$106 - $158
|
28
$180
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.4KNew |
$65.8K - $98K
|
17.4K
$112K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
18.5KNew |
$69.8K - $104K
|
18.5K
$119K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
330New |
$1.25K - $1.86K
|
330
$2.13K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$43.2K - $64.4K
|
11.4K
$73.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
250New |
$945 - $1.41K
|
250
$1.61K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
22KNew |
$83.2K - $124K
|
22K
$142K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.2K- 48.48% |
$4.39K - $5.41K
|
1.28K
$8.21K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.15KNew |
$4.21K - $5.19K
|
1.15K
$7.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-500- 2.39% |
$1.83K - $2.26K
|
20.5K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.35KNew |
$4.93K - $6.08K
|
1.35K
$8.68K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$38.5K - $47.4K
|
10.5K
$67.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-634- 94.35% |
$2.32K - $2.86K
|
38
$245
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.2K- 50.0% |
$15.4K - $18.9K
|
4.2K
$27K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
11.2KNew |
$40.9K - $50.4K
|
11.2K
$71.9K
|
|