Institutional Ownership San Juan Basin Royalty Trust (SJT)
This table provides information about the institutional ownership of San Juan Basin Royalty Trust (SJT). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 7.59 Million shares, which have been reported (via 13F filing form) to have a value of $29.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cannell Capital LLC
Alta, WY |
Nov 14, 2024 Q3 2024 |
1,386,640
shares
|
$5.42 Million
1.18% of portfolio
|
Q3 2024
Added 49.13%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
1,291,926
shares
|
$5.05 Million
0.08% of portfolio
|
Q3 2024
Added 23.15%
|
|
|
Mountaineer Partners Management, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
719,054
shares
|
$2.81 Million
1.77% of portfolio
|
Q3 2024
Reduced 72.97%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
713,649
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Added 483.69%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
513,588
shares
|
$2.01 Million
0.17% of portfolio
|
Q4 2023
Added 1.27%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
318,076
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2023
Reduced 43.72%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
277,388
shares
|
$1.08 Million
0.72% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
225,030
shares
|
$879,867
0.02% of portfolio
|
Q3 2022
Added 200.04%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
195,327
shares
|
$763,728
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
193,071
shares
|
$754,907
0.14% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
171,659
shares
|
$671,186
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,663
shares
|
$553,902
0.0% of portfolio
|
Q3 2024
Added 28.15%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
117,950
shares
|
$461,184
0.02% of portfolio
|
Q3 2024
Added 33.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
114,699
shares
|
$448,473
0.0% of portfolio
|
Q3 2024
Reduced 55.77%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
107,499
shares
|
$420,321
0.0% of portfolio
|
Q3 2024
Added 765.53%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
81,182
shares
|
$317,421
0.04% of portfolio
|
Q3 2024
Added 121.9%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
60,306
shares
|
$235,796
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Price Jennifer C.
New York, NY |
Nov 13, 2024 Q3 2024 |
57,663
shares
|
$225,462
0.49% of portfolio
|
Q3 2023
Reduced 42.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
56,787
shares
|
$222,037
0.0% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
55,694
shares
|
$217,763
0.01% of portfolio
|
Q3 2024
Added 60.05%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
52,004
shares
|
$203,335
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
43,316
shares
|
$169,365
0.0% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
40,651
shares
|
$158,945
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
40,250
shares
|
$157,377
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
37,500
shares
|
$146,625
0.0% of portfolio
|
Q2 2024
Added 50.0%
|