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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2019
Q1 2019
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-50KClosed |
$213K - $291K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-44KClosed |
$187K - $256K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.6KClosed |
$6.82K - $9.31K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-857Closed |
$3.65K - $4.99K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Creative Financial Designs Inc
|
SELL
|
- |
-154Closed |
$656 - $896
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-117Closed |
$498 - $681
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 12, 2019
Q4 2018
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-57KClosed |
$248K - $352K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1KClosed |
$4.35K - $6.17K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-50Closed |
$217 - $309
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-500Closed |
$2.18K - $3.09K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Wbh Advisory Inc
|
SELL
|
- |
-13.3KClosed |
$57.9K - $82.2K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-41.3KClosed |
$180K - $255K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-16.3KClosed |
$70.9K - $101K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-99.4KClosed |
$462K - $618K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-17.4KClosed |
$81K - $108K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.4KClosed |
$6.51K - $8.71K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
28.2K+ 276.62% |
$163K - $209K
|
38.4K
$167K
|
|
|
Aug 13, 2018
Q2 2018
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-320Closed |
$1.85K - $2.37K
|
0
$0
|
|
|
Aug 06, 2018
Q2 2018
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-20.4KClosed |
$118K - $152K
|
0
$0
|
|
|
Jul 20, 2018
Q2 2018
|
America First Investment Advisors, LLC
|
SELL
|
- |
-400Closed |
$2.32K - $2.97K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 17, 2018
Q1 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.28KClosed |
$49.6K - $63.8K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.05KClosed |
$24.1K - $31K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Fifth Third Bancorp
|
SELL
|
- |
-800Closed |
$6.32K - $8.13K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
SELL
|
- |
-5.5KClosed |
$43.5K - $55.9K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-10.3KClosed |
$81.7K - $105K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Sandy Spring Bank
|
SELL
|
- |
-300Closed |
$2.37K - $3.05K
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Central Bank & Trust CO
|
SELL
|
- |
-791Closed |
$6.25K - $8.04K
|
0
$0
|
|
|
Apr 26, 2018
Q1 2018
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-10KClosed |
$79K - $102K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-333- 42.05% |
$2.47K - $2.86K
|
459
$2K
|
|
|
Feb 20, 2018
Q4 2017
|
Hilton Capital Management, LLC
|
SELL
|
- |
-608KClosed |
$4.51M - $5.22M
|
0
$0
|
|
|
Feb 15, 2018
Q4 2017
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-150Closed |
$1.11K - $1.29K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-546Closed |
$3.6K - $4.48K
|
0
$0
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-1KClosed |
$6.6K - $8.2K
|
0
$0
|
|
|
Nov 07, 2017
Q3 2017
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
35New |
$231 - $287
|
35
$152
|
|
|
Oct 19, 2017
Q3 2017
|
Cordasco Financial Network
|
BUY
|
- |
300New |
$1.98K - $2.46K
|
300
$1.31K
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
700New |
N/A
|
700
$3.04K
|
|