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 110 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
60,306
shares
|
$377,515
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Price Jennifer C.
New York, NY |
Feb 13, 2025 Q4 2024 |
57,663
shares
|
$360,970
0.63% of portfolio
|
Q3 2023
Reduced 42.48%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
57,160
shares
|
$357,821
0.0% of portfolio
|
Q2 2025
Reduced 38.09%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
55,971
shares
|
$350,378
0.0% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
52,200
shares
|
$326,772
0.0% of portfolio
|
Q2 2025
Added 1640.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
50,671
shares
|
$317,200
0.04% of portfolio
|
Q2 2025
Reduced 35.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
46,514
shares
|
$291,177
0.0% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
43,316
shares
|
$271,158
0.0% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
40,250
shares
|
$251,965
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
37,500
shares
|
$234,750
0.01% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Aug 05, 2025 Q2 2025 |
33,650
shares
|
$210,649
0.23% of portfolio
|
Q2 2025
Added 38.48%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Aug 04, 2025 Q2 2025 |
33,500
shares
|
$209,710
0.14% of portfolio
|
Q2 2025
Reduced 17.18%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
32,792
shares
|
$205,277
0.01% of portfolio
|
Q2 2025
Added 35.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
32,434
shares
|
$203,036
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,341
shares
|
$202,454
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
32,121
shares
|
$201,077
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
30,275
shares
|
$189,521
0.0% of portfolio
|
Q2 2025
Added 20.48%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
30,260
shares
|
$189,427
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
30,201
shares
|
$189,058
0.02% of portfolio
|
Q4 2020
Added 1.68%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
30,000
shares
|
$187,800
0.01% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
30,000
shares
|
$187,800
0.06% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
28,825
shares
|
$180,444
0.01% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
28,650
shares
|
$179,349
0.01% of portfolio
|
Q4 2024
Reduced 48.56%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
25,534
shares
|
$159,842
0.07% of portfolio
|
Q1 2023
Reduced 5.55%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
23,300
shares
|
$145,858
0.0% of portfolio
|
Q2 2025
Reduced 55.65%
|