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 |
|---|---|---|---|---|---|
|
Foundation Resource Management Inc
|
Jan 14, 2025 Q4 2024 |
14,565
shares
|
$80,690
0.01% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
13,231
shares
|
$73,299
0.0% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,031
shares
|
$72,191
0.0% of portfolio
|
Q4 2024
Reduced 16.2%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
12,910
shares
|
$71,521
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
12,000
shares
|
$66,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Feb 12, 2025 Q4 2024 |
11,500
shares
|
$63,710
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
11,172
shares
|
$61,892
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
10,911
shares
|
$60,446
0.01% of portfolio
|
Q2 2024
Reduced 63.86%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,506
shares
|
$58,203
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pecaut & Co.
|
Feb 11, 2025 Q4 2024 |
10,000
shares
|
$55,400
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
10,000
shares
|
$55,400
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
7,000
shares
|
$38,780
0.02% of portfolio
|
Q4 2023
Added 40.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
6,300
shares
|
$34,902
0.0% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,437
shares
|
$24,580
0.0% of portfolio
|
Q4 2024
Reduced 78.91%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
4,200
shares
|
$23,268
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$16,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,000
shares
|
$16,620
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
2,537
shares
|
$14,054
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,179
shares
|
$12,071
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,128
shares
|
$11,789
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,090
shares
|
$11,578
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$11,080
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
2,000
shares
|
$11,080
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,900
shares
|
$10,526
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,470
shares
|
$8,143
0.0% of portfolio
|
Q4 2024
Added 204.35%
|