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 111 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
60,308
shares
|
$388,383
0.09% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
60,306
shares
|
$388,370
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Price Jennifer C.
New York, NY |
Feb 13, 2025 Q4 2024 |
57,663
shares
|
$371,349
0.63% of portfolio
|
Q3 2023
Reduced 42.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
56,124
shares
|
$361,438
0.0% of portfolio
|
Q2 2025
Added 1640.0%
|
|
|
Greenfield Seitz Capital Management, LLC
Dallas, TX |
Nov 24, 2025 Q3 2025 |
53,100
shares
|
$341,964
0.1% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
52,871
shares
|
$340,489
0.0% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 05, 2025 Q3 2025 |
49,600
shares
|
$319,424
0.2% of portfolio
|
Q3 2025
Added 48.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
46,642
shares
|
$300,374
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
43,316
shares
|
$278,955
0.0% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
40,250
shares
|
$259,210
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
37,500
shares
|
$241,500
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
37,026
shares
|
$238,447
0.01% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
35,150
shares
|
$226,366
0.3% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,341
shares
|
$208,276
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
31,273
shares
|
$201,398
0.02% of portfolio
|
Q3 2025
Reduced 38.28%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
30,201
shares
|
$194,494
0.02% of portfolio
|
Q4 2020
Added 1.68%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
30,000
shares
|
$193,200
0.06% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
30,000
shares
|
$193,200
0.01% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
29,864
shares
|
$192,324
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
29,651
shares
|
$190,952
0.0% of portfolio
|
Q3 2025
Added 27.26%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
28,825
shares
|
$185,633
0.01% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
28,650
shares
|
$184,506
0.01% of portfolio
|
Q4 2024
Reduced 48.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
28,059
shares
|
$180,699
0.0% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
25,534
shares
|
$164,438
0.07% of portfolio
|
Q1 2023
Reduced 5.55%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
23,554
shares
|
$151,687
0.0% of portfolio
|
Q3 2025
New holding
|
|