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 |
|---|---|---|---|---|---|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
1,348
shares
|
$7,467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,345
shares
|
$7,451
0.0% of portfolio
|
Q2 2024
Reduced 37.76%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,275
shares
|
$7,063
0.0% of portfolio
|
Q4 2024
Reduced 48.48%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,150
shares
|
$6,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
950
shares
|
$5,263
0.01% of portfolio
|
Q2 2022
Added 35.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
792
shares
|
$4,387
0.0% of portfolio
|
Q4 2017
Reduced 42.05%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
639
shares
|
$3,540
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
597
shares
|
$3,307
0.0% of portfolio
|
Q3 2023
Reduced 70.4%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
462
shares
|
$2,559
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
395
shares
|
$2,188
0.0% of portfolio
|
Q2 2023
Added 58.0%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
302
shares
|
$1,673
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
300
shares
|
$1,662
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
288
shares
|
$1,595
0.0% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
264
shares
|
$1,462
0.0% of portfolio
|
Q2 2024
Reduced 76.62%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
247
shares
|
$1,368
0.0% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
200
shares
|
$1,108
0.0% of portfolio
|
Q4 2023
Reduced 94.96%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
200
shares
|
$1,108
0.0% of portfolio
|
Q1 2024
Reduced 77.19%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
197
shares
|
$1,091
0.0% of portfolio
|
Q3 2021
Reduced 1.01%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
75
shares
|
$415
0.0% of portfolio
|
Q4 2023
Reduced 57.14%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
38
shares
|
$210
0.0% of portfolio
|
Q4 2024
Reduced 94.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4
shares
|
$22
0.0% of portfolio
|
Q2 2024
Reduced 93.1%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
4
shares
|
$22
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1
shares
|
$5
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|