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 107 institutions that hold shares in the stock, with a total of 9.94 Million shares, which have been reported (via 13F filing form) to have a value of $55.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
52,527
shares
|
$290,999
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
49,950
shares
|
$276,723
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
43,316
shares
|
$239,970
0.0% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
42,456
shares
|
$235,206
0.0% of portfolio
|
Q4 2024
Added 318.9%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
40,250
shares
|
$222,985
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
38,261
shares
|
$211,965
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Jan 30, 2025 Q4 2024 |
37,800
shares
|
$209,412
0.11% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
37,500
shares
|
$207,750
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,341
shares
|
$179,169
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
30,685
shares
|
$169,994
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
30,201
shares
|
$167,313
0.01% of portfolio
|
Q4 2020
Added 1.68%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
30,000
shares
|
$166,200
0.01% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
28,650
shares
|
$158,721
0.0% of portfolio
|
Q4 2024
Reduced 48.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
28,565
shares
|
$158,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
26,633
shares
|
$147,546
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
25,534
shares
|
$141,458
0.07% of portfolio
|
Q1 2023
Reduced 5.55%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
23,194
shares
|
$128,494
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
23,048
shares
|
$127,685
0.0% of portfolio
|
Q4 2024
Reduced 18.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
20,464
shares
|
$113,370
0.0% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Jan 29, 2025 Q4 2024 |
20,050
shares
|
$111,077
0.1% of portfolio
|
Q4 2024
Added 16.4%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
20,000
shares
|
$110,800
0.01% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
19,497
shares
|
$108,013
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
19,480
shares
|
$107,919
0.0% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
17,250
shares
|
$95,565
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
15,825
shares
|
$87,670
0.01% of portfolio
|
Q4 2023
Reduced 61.24%
|