Purchases and Sales Made in Q2 2025 in San Juan Basin Royalty Trust (SJT)
This table provides information about the institutional ownership of San Juan Basin Royalty Trust (SJT) during Q2 2025. The information is specifically focused on institutions that hold shares of SAN JUAN BASIN ROYALTY TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
11.7MNew |
$56.3M - $80.1M
|
11.7M
$75.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2.12M+ 86.0% |
$10.2M - $14.6M
|
4.59M
$29.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
405KNew |
$1.95M - $2.77M
|
405K
$2.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
390K+ 3274.65% |
$1.87M - $2.67M
|
402K
$2.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
223K+ 371.76% |
$1.07M - $1.52M
|
282K
$1.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
207K+ 74.11% |
$995K - $1.42M
|
486K
$3.13M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
189K+ 392.25% |
$910K - $1.3M
|
237K
$1.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
51K+ 467.02% |
$245K - $349K
|
61.9K
$398K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.2K+ 1640.0% |
$237K - $337K
|
52.2K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.2K+ 1640.0% |
$237K - $337K
|
52.2K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
40.4K+ 13.56% |
$194K - $276K
|
338K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.4KNew |
$156K - $222K
|
32.4K
$209K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
32.1KNew |
$155K - $220K
|
32.1K
$207K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.9K+ 3.9% |
$149K - $212K
|
825K
$5.31M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
30.3KNew |
$146K - $207K
|
30.3K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
BUY
|
- |
20K+ 200.0% |
$96.2K - $137K
|
30K
$193K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.5KNew |
$74.7K - $106K
|
15.5K
$100K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
15.4KNew |
$74K - $105K
|
15.4K
$99.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8K+ 4.86% |
$56.8K - $80.9K
|
255K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
11.5KNew |
$55.3K - $78.8K
|
11.5K
$74.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
10.6KNew |
$50.9K - $72.4K
|
10.6K
$68.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
9.35K+ 38.48% |
$45K - $64K
|
33.7K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
8.5K+ 35.0% |
$40.9K - $58.2K
|
32.8K
$211K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6.4KNew |
$30.8K - $43.8K
|
6.4K
$41.2K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.15K+ 20.48% |
$24.8K - $35.3K
|
30.3K
$195K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5KNew |
$24K - $34.3K
|
5K
$32.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.98K+ 0.31% |
$9.54K - $13.6K
|
641K
$4.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.71K+ 90.0% |
$8.23K - $11.7K
|
3.61K
$23.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.5K+ 12.5% |
$7.21K - $10.3K
|
13.5K
$86.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.3KNew |
$6.25K - $8.91K
|
1.3K
$8.37K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
912New |
$4.39K - $6.25K
|
912
$5.87K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
593New |
$2.85K - $4.06K
|
593
$3.82K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
450New |
$2.16K - $3.08K
|
450
$2.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
206New |
$991 - $1.41K
|
206
$1.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
50New |
$240 - $343
|
50
$322
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.35% |
$4.81 - $6.85
|
288
$1.85K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 0.83% |
$9.62 - $13.7
|
240
$1.55K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-71- 21.13% |
$342 - $486
|
265
$1.71K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-143- 0.9% |
$688 - $980
|
15.7K
$101K
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-980- 0.52% |
$4.71K - $6.71K
|
188K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.8K- 3.73% |
$8.67K - $12.4K
|
46.5K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2K- 1.71% |
$9.62K - $13.7K
|
115K
$740K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2K- 6.49% |
$9.62K - $13.7K
|
28.8K
$186K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5K- 25.0% |
$24K - $34.3K
|
15K
$96.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.4K- 90.0% |
$26K - $37K
|
600
$3.86K
|
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-6.95K- 17.18% |
$33.4K - $47.6K
|
33.5K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.78K- 9.96% |
$42.2K - $60.1K
|
79.3K
$511K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.4K- 29.19% |
$49.8K - $71K
|
25.1K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-12.3K- 1.88% |
$59.1K - $84.2K
|
641K
$4.13M
|
|