Latest Institutional Purchases of San Juan Basin Royalty Trust (SJT)
This list provides information on the latest institutional transactions involving San Juan Basin Royalty Trust (SJT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
164KNew |
$620K - $923K
|
164K
$1.06M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
22KNew |
$83.2K - $124K
|
22K
$142K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
18.5KNew |
$69.8K - $104K
|
18.5K
$119K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.4KNew |
$65.8K - $98K
|
17.4K
$112K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$43.2K - $64.4K
|
11.4K
$73.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
330New |
$1.25K - $1.86K
|
330
$2.13K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
250New |
$945 - $1.41K
|
250
$1.61K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
28New |
$106 - $158
|
28
$180
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
11.2KNew |
$40.9K - $50.4K
|
11.2K
$71.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$38.5K - $47.4K
|
10.5K
$67.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.35KNew |
$4.93K - $6.08K
|
1.35K
$8.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.15KNew |
$4.21K - $5.19K
|
1.15K
$7.41K
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
40.7KNew |
$131K - $173K
|
40.7K
$262K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.1K+ 28.15% |
$100K - $132K
|
142K
$912K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
12.9KNew |
$41.6K - $54.9K
|
12.9K
$83.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.2KNew |
$36.1K - $47.6K
|
11.2K
$72.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
11KNew |
$35.4K - $46.8K
|
11K
$70.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.27KNew |
$29.9K - $39.4K
|
9.27K
$59.7K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.4K+ 270.0% |
$17.4K - $23K
|
7.4K
$47.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
462New |
$1.49K - $1.96K
|
462
$2.98K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
12.5K+ 50.0% |
$47.3K - $69.1K
|
37.5K
$242K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
135+ 1.31% |
$510 - $747
|
10.5K
$67.4K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.33MNew |
$5.9M - $7.65M
|
1.33M
$8.6M
|
|
|
May 01, 2024
Q1 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
21KNew |
$92.8K - $120K
|
21K
$135K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.8KNew |
$69.9K - $90.7K
|
15.8K
$102K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.3KNew |
$54.3K - $70.4K
|
12.3K
$79.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
132+ 1.04% |
$583 - $756
|
12.8K
$82.7K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
66+ 0.15% |
$292 - $378
|
43.3K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$4.42 - $5.73
|
1
$6.44
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$4.42 - $5.73
|
1
$6.44
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
585KNew |
$2.95M - $4.49M
|
585K
$3.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
29.3KNew |
$148K - $225K
|
29.3K
$189K
|
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
15.3KNew |
$77.3K - $118K
|
15.3K
$98.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$76.1K - $116K
|
15.1K
$97.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.4KNew |
$52.2K - $79.6K
|
10.4K
$66.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.45K+ 1.27% |
$32.5K - $49.5K
|
514K
$3.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2K+ 40.0% |
$10.1K - $15.4K
|
7K
$45.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
900New |
$4.54K - $6.91K
|
900
$5.8K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
503+ 4.46% |
$2.54K - $3.86K
|
11.8K
$75.9K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
91New |
$459 - $699
|
91
$586
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
75New |
$378 - $576
|
75
$483
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4New |
$20.2 - $30.7
|
4
$25.8
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1New |
$5.04 - $7.68
|
1
$6.44
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
25K+ 13.01% |
$165K - $203K
|
217K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.8K+ 51.5% |
$124K - $152K
|
55.2K
$356K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16KNew |
$105K - $130K
|
16K
$103K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.1K+ 14.06% |
$20.5K - $25.2K
|
25.2K
$162K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
422+ 2.12% |
$2.79K - $3.43K
|
20.3K
$131K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
200New |
$1.32K - $1.62K
|
200
$1.29K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
68New |
$449 - $552
|
68
$438
|
|