Free Trial

San Juan Basin Royalty Trust (SJT) Institutional Ownership

San Juan Basin Royalty Trust logo
$4.18 -0.04 (-0.83%)
Closing price 01/31/2025 03:59 PM Eastern
Extended Trading
$4.17 0.00 (-0.12%)
As of 01/31/2025 05:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for San Juan Basin Royalty Trust (NYSE:SJT)

Current
Institutional Ownership
Percentage
10.42%
Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$22.67M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$361.17K
Get SJT Insider Trade Alerts

Want to know when executives and insiders are buying or selling San Juan Basin Royalty Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SJT Institutional Buying and Selling by Quarter

San Juan Basin Royalty Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/31/2025Mraz Amerine & Associates Inc.189,246$725K0.1%-2.0%0.406%
1/29/2025 Ingalls & Snyder LLC28,650$110K0.0%-48.6%0.000%
1/29/2025 Atlas Wealth Partners LLC20,050$77K0.1%+16.4%0.000%
1/17/2025 Clear Harbor Asset Management LLC38,261$147K0.0%N/A0.000%
1/13/2025 Capital Investment Advisors LLC13,031$50K0.0%-16.2%0.028%
11/20/2024Virtu Financial LLC40,651$150K0.0%N/A0.087%
11/15/2024Mountaineer Partners Management LLC2,660,500$9.84M0.1%+260.5%0.000%
11/15/2024 Ingalls & Snyder LLC55,694$206K0.0%+60.0%0.000%
11/13/2024Horizon Kinetics Asset Management LLC1,291,926$4.78M0.1%+23.2%0.000%
11/8/2024Moors & Cabot Inc.117,950$436K0.0%+33.4%0.253%
11/8/2024 Prospera Private Wealth LLC9,271$34K0.0%N/A0.020%
11/5/2024GSA Capital Partners LLP11,211$41K0.0%N/A0.000%
11/4/2024 Meixler Investment Management Ltd.36,300$134K0.1%+11.7%0.078%
10/28/2024Americana Partners LLC11,000$40K0.0%N/A0.000%
10/23/2024Mraz Amerine & Associates Inc.193,071$711K0.1%-6.5%0.000%
10/22/2024 International Assets Investment Management LLC7,400$27K0.0%+270.0%0.000%
10/19/2024 Atlas Wealth Partners LLC17,225$63K0.1%N/A0.000%
8/15/2024Delta Investment Management LLC10,911$44K0.0%-63.9%0.023%
8/9/2024Moors & Cabot Inc.88,400$359K0.0%+12.0%0.000%
8/1/2024Mraz Amerine & Associates Inc.206,566$835K0.2%+5.3%0.443%
7/9/2024Lesa Sroufe & Co271,956$1.10M1.1%N/A0.583%
5/22/2024Beck Bode LLC416,490$2.21M0.5%-1.8%0.894%
5/17/2024Creekmur Asset Management LLC5,467$29K0.0%-59.2%0.012%
5/9/2024 Koshinski Asset Management Inc.14,387$76K0.0%-23.0%0.031%
5/7/2024 Meixler Investment Management Ltd.30,800$163K0.1%+8.4%0.066%
5/1/2024 Mirae Asset Global Investments Co. Ltd.1,334,746$7.06M0.0%N/A2.864%
4/30/2024 Hartline Investment Corp15,825$84K0.0%N/A0.034%
3/1/2024Creekmur Asset Management LLC13,397$68K0.0%N/A0.029%
2/26/2024Virtu Financial LLC45,960$233K0.0%+140.3%0.099%
2/13/2024Aristides Capital LLC29,340$149K0.1%N/A0.063%
2/13/2024Tower Research Capital LLC TRC8,834$45K0.0%+19,531.1%0.019%
2/12/2024Pingora Partners LLC285,788$1.45M1.3%N/A0.613%
2/12/2024RPO LLC15,332$78K0.1%N/A0.033%
2/7/2024VisionPoint Advisory Group LLC8,321$42K0.0%N/A0.018%
2/5/2024Beck Bode LLC424,118$2.15M0.5%+44.5%0.910%
2/1/2024Significant Wealth Partners LLC584,526$2.96M2.2%N/A1.254%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors15,825$80K0.0%-61.2%0.034%
1/29/2024 Koshinski Asset Management Inc.18,691$95K0.0%-15.4%0.040%
1/29/2024 Ingalls & Snyder LLC66,650$339K0.0%+303.9%0.143%
1/24/2024Highlander Capital Management LLC7,000$36K0.0%+40.0%0.015%
Is this Elon’s true agenda? (Ad)

All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

1/24/2024 International Assets Investment Management LLC27,153$138K0.0%+33.5%0.058%
1/16/2024Raymond James Financial Services Advisors Inc.125,756$639K0.0%+22.1%0.270%
1/16/2024Raymond James & Associates12,982$66K0.0%-19.3%0.028%
1/16/2024Wealthsource Partners LLC513,588$2.61M0.2%+1.3%1.102%
11/15/2023Alps Advisors Inc.50,874$353K0.0%+72.8%0.109%
11/14/2023Waverly Advisors LLC43,250$299K0.0%+7.5%0.093%
11/14/2023Twin Focus Capital Partners LLC217,124$1.51M0.3%+13.0%0.466%
11/13/2023K2 Principal Fund L.P.10,418$72K0.0%-89.1%0.022%
11/13/2023Bramshill Investments LLC140,098$971K0.1%-9.6%0.301%
11/13/2023Wealthsource Partners LLC507,138$3.51M0.2%+0.6%1.088%
11/7/2023 Meixler Investment Management Ltd.27,455$190K0.2%+7.9%0.059%
11/6/2023 PFG Investments LLC25,155$174K0.0%+14.1%0.054%
11/2/2023Beck Bode LLC293,467$2.03M0.5%+6.3%0.630%
11/2/2023 Ingalls & Snyder LLC16,500$114K0.0%N/A0.035%
10/24/2023Raymond James Financial Services Advisors Inc.102,964$714K0.0%-18.5%0.221%
10/23/2023Mcdaniel Terry & Co.318,076$2.20M0.2%-43.7%0.682%
10/17/2023 Newbridge Financial Services Group Inc.10,661$74K0.0%+15.9%0.023%
10/10/2023 International Assets Investment Management LLC20,345$148K0.0%-6.9%0.044%
8/21/2023VisionPoint Advisory Group LLC8,150$60K0.0%N/A0.017%
8/15/2023K2 Principal Fund L.P.96,016$713K0.2%-92.1%0.206%
8/15/2023Prevail Innovative Wealth Advisors LLC506,608$3.76M2.1%N/A1.087%
8/14/2023Horizon Kinetics Asset Management LLC135,948$1.01M0.0%+35.3%0.292%
8/10/2023Moors & Cabot Inc.36,350$270K0.0%+31.5%0.078%
8/9/2023Roundview Capital LLC30,000$222K0.0%-25.0%0.064%
8/9/2023 Essex Financial Services Inc.12,107$90K0.0%-74.9%0.026%
8/8/2023Beck Mack & Oliver LLC23,780$177K0.0%-39.3%0.051%
8/3/2023 PFG Investments LLC22,055$164K0.0%+113.4%0.047%
8/3/2023 Meixler Investment Management Ltd.25,455$189K0.2%-5.6%0.055%
8/2/2023Sigma Planning Corp19,911$148K0.0%-37.4%0.043%
7/28/2023 Koshinski Asset Management Inc.22,066$163K0.0%N/A0.047%
7/27/2023Virtu Financial LLC16,581$123K0.0%N/A0.036%
7/25/2023Raymond James Financial Services Advisors Inc.126,348$939K0.0%-4.2%0.271%
7/25/2023Raymond James & Associates16,000$119K0.0%+9.4%0.034%
7/21/2023Creative Planning78,878$586K0.0%+47.8%0.169%
7/21/2023 Newbridge Financial Services Group Inc.9,198$68K0.0%+140.0%0.020%
7/13/2023Cambridge Investment Research Advisors Inc.32,504$242K0.0%+5.9%0.070%
5/15/2023Cullen Capital Management LLC34,130$359K0.0%-57.3%0.073%
5/12/2023Clear Street Markets LLC13,100$138K0.0%+322.6%0.028%
5/11/2023Bramshill Investments LLC157,103$1.65M0.2%+2.1%0.337%
5/11/2023 PFG Investments LLC10,335$109K0.0%N/A0.022%
5/9/2023 Manchester Capital Management LLC6,000$63K0.0%N/A0.013%
5/8/2023 Avidian Wealth Solutions LLC38,369$403K0.0%N/A0.082%
5/8/2023Alpine Woods Capital Investors LLC42,779$450K0.1%N/A0.092%
5/8/2023Sigma Planning Corp31,797$335K0.0%-6.6%0.068%
5/8/2023Delta Investment Management LLC30,195$318K0.1%-40.7%0.065%
5/5/2023Mcdaniel Terry & Co.565,191$5.95M0.6%-30.4%1.213%
5/5/2023Moors & Cabot Inc.27,650$291K0.0%+149.1%0.059%
5/4/2023 Mirae Asset Global Investments Co. Ltd.1,334,746$14.04M0.0%N/A2.864%
5/3/2023Beck Bode LLC276,728$2.91M0.7%-9.7%0.594%
5/2/2023PRW Wealth Management LLC25,534$195K0.1%-5.5%0.055%
Is this Elon’s true agenda? (Ad)

All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

4/21/2023Kovack Advisors Inc.15,000$158K0.0%N/A0.032%
4/20/2023Mraz Amerine & Associates Inc.219,271$2.30M0.6%-5.1%0.470%
4/19/2023 International Assets Investment Management LLC22,845$240K0.0%-7.5%0.049%
4/18/2023 Newbridge Financial Services Group Inc.3,832$40K0.0%N/A0.008%
4/14/2023Raymond James Financial Services Advisors Inc.131,875$1.39M0.0%+406.2%0.283%
4/14/2023Raymond James & Associates14,625$154K0.0%+26.9%0.031%
4/12/2023National Bank of Canada FI10,000$105K0.0%N/A0.021%
2/14/2023Dorsey Wright & Associates5,153$59K0.0%N/A0.011%
2/13/2023Roundview Capital LLC40,000$456K0.1%-20.0%0.086%
2/10/2023Creative Planning54,218$619K0.0%-5.9%0.116%
(Data available from 1/1/2016 forward)

SJT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SJT shares?

During the previous two years, 61 institutional investors and hedge funds held shares of San Juan Basin Royalty Trust. The most heavily invested institutionals were Mountaineer Partners Management LLC ($9.84M), Mirae Asset Global Investments Co. Ltd. ($7.06M), Horizon Kinetics Asset Management LLC ($4.78M), Prevail Innovative Wealth Advisors LLC ($3.76M), Significant Wealth Partners LLC ($2.96M), Wealthsource Partners LLC ($2.61M), and HighTower Advisors LLC ($2.46M).Learn more on SJT's institutional investors.

What percentage of San Juan Basin Royalty Trust stock is owned by institutional investors?

10.42% of San Juan Basin Royalty Trust stock is owned by institutional investors. Learn more on SJT's institutional investor holdings.

Which institutional investors have been buying San Juan Basin Royalty Trust stock?

Of the 49 institutional investors that purchased San Juan Basin Royalty Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mirae Asset Global Investments Co. Ltd. ($2.67M), Mountaineer Partners Management LLC ($1.92M), Significant Wealth Partners LLC ($584.53K), Prevail Innovative Wealth Advisors LLC ($506.61K), Horizon Kinetics Asset Management LLC ($290.47K), Pingora Partners LLC ($285.79K), and Lesa Sroufe & Co ($271.96K).

How much institutional buying is happening at San Juan Basin Royalty Trust?

Institutional investors have bought a total of 7,616,966 shares in the last 24 months. This purchase volume represents approximately $46.39M in transactions.

Which San Juan Basin Royalty Trust major shareholders have been selling company stock?

Of the 23 institutional investors that sold San Juan Basin Royalty Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: K2 Principal Fund L.P. ($1.20M), Mcdaniel Terry & Co. ($494.23K), Cullen Capital Management LLC ($45.72K), Delta Investment Management LLC ($40K), Beck Bode LLC ($39.21K), Essex Financial Services Inc. ($36.19K), and HighTower Advisors LLC ($35.30K).

How much institutional selling is happening at San Juan Basin Royalty Trust?

Institutional investors have sold a total of 2,097,861 shares in the last 24 months. This volume of shares sold represents approximately $16.36M in transactions.



This page (NYSE:SJT) was last updated on 2/1/2025 by MarketBeat.com Staff
From Our Partners