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San Juan Basin Royalty Trust (SJT) Institutional Ownership

San Juan Basin Royalty Trust logo
$3.85 +0.08 (+2.12%)
(As of 11/20/2024 ET)
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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)
26
Total
Institutional Inflows
(last 12 months)
$22.96M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$393.34K
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SJT Institutional Buying and Selling by Quarter

San Juan Basin Royalty Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024Virtu Financial LLC40,651$150K0.0%N/A0.000%
11/15/2024 Mountaineer 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%
11/13/2024 Horizon Kinetics Asset Management LLC1,291,926$4.78M0.1%+23.2%0.000%
11/8/2024 Moors & Cabot Inc.117,950$436K0.0%+33.4%0.253%
11/8/2024 Prospera Private Wealth LLC9,271$34K0.0%N/A0.020%
11/5/2024 GSA Capital Partners LLP11,211$41K0.0%N/A0.000%
11/4/2024 Meixler Investment Management Ltd.36,300$134K0.1%+11.7%0.078%
10/28/2024 Americana Partners LLC11,000$40K0.0%N/A0.000%
10/23/2024 Mraz 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%
10/19/2024Atlas Wealth Partners LLC17,225$63K0.1%N/A0.000%
8/15/2024 Delta Investment Management LLC10,911$44K0.0%-63.9%0.023%
8/9/2024 Moors & Cabot Inc.88,400$359K0.0%+12.0%0.000%
8/1/2024 Mraz Amerine & Associates Inc.206,566$835K0.2%+5.3%0.443%
7/9/2024 Lesa Sroufe & Co271,956$1.10M1.1%N/A0.583%
5/22/2024 Beck Bode LLC416,490$2.21M0.5%-1.8%0.894%
5/17/2024 Creekmur 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%
3/1/2024 Creekmur Asset Management LLC13,397$68K0.0%N/A0.029%
2/26/2024Virtu Financial LLC45,960$233K0.0%+140.3%0.099%
2/13/2024 Aristides Capital LLC29,340$149K0.1%N/A0.063%
2/13/2024 Tower Research Capital LLC TRC8,834$45K0.0%+19,531.1%0.019%
2/12/2024 Pingora Partners LLC285,788$1.45M1.3%N/A0.613%
2/12/2024 RPO LLC15,332$78K0.1%N/A0.033%
2/7/2024 VisionPoint Advisory Group LLC8,321$42K0.0%N/A0.018%
2/5/2024 Beck Bode LLC424,118$2.15M0.5%+44.5%0.910%
2/1/2024 Significant Wealth Partners LLC584,526$2.96M2.2%N/A1.254%
1/30/2024 Bay 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%
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%
11/15/2023 Alps Advisors Inc.50,874$353K0.0%+72.8%0.109%
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11/14/2023 Waverly Advisors LLC43,250$299K0.0%+7.5%0.093%
11/14/2023 Twin Focus Capital Partners LLC217,124$1.51M0.3%+13.0%0.466%
11/13/2023 K2 Principal Fund L.P.10,418$72K0.0%-89.1%0.022%
11/13/2023 Bramshill 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%
11/2/2023 Beck 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%
10/23/2023 Mcdaniel 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%
8/21/2023 VisionPoint Advisory Group LLC8,150$60K0.0%N/A0.017%
8/15/2023 K2 Principal Fund L.P.96,016$713K0.2%-92.1%0.206%
8/15/2023 Prevail Innovative Wealth Advisors LLC506,608$3.76M2.1%N/A1.087%
8/14/2023 Horizon Kinetics Asset Management LLC135,948$1.01M0.0%+35.3%0.292%
8/10/2023 Moors & Cabot Inc.36,350$270K0.0%+31.5%0.078%
8/9/2023 Roundview Capital LLC30,000$222K0.0%-25.0%0.064%
8/9/2023 Essex Financial Services Inc.12,107$90K0.0%-74.9%0.026%
8/8/2023 Beck 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%
8/2/2023 Sigma 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%
7/21/2023 Creative Planning78,878$586K0.0%+47.8%0.169%
7/21/2023 Newbridge Financial Services Group Inc.9,198$68K0.0%+140.0%0.020%
7/13/2023 Cambridge Investment Research Advisors Inc.32,504$242K0.0%+5.9%0.070%
5/15/2023 Cullen Capital Management LLC34,130$359K0.0%-57.3%0.073%
5/12/2023 Clear Street Markets LLC13,100$138K0.0%+322.6%0.028%
5/11/2023 Bramshill 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%
5/8/2023 Alpine Woods Capital Investors LLC42,779$450K0.1%N/A0.092%
5/8/2023 Sigma Planning Corp31,797$335K0.0%-6.6%0.068%
5/8/2023 Delta Investment Management LLC30,195$318K0.1%-40.7%0.065%
5/5/2023 Mcdaniel Terry & Co.565,191$5.95M0.6%-30.4%1.213%
5/5/2023 Moors & 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%
5/3/2023 Beck Bode LLC276,728$2.91M0.7%-9.7%0.594%
5/2/2023PRW Wealth Management LLC25,534$195K0.1%-5.5%0.055%
4/21/2023 Kovack Advisors Inc.15,000$158K0.0%N/A0.032%
4/20/2023 Mraz 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%
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4/14/2023Raymond James & Associates14,625$154K0.0%+26.9%0.031%
4/12/2023 National Bank of Canada FI10,000$105K0.0%N/A0.021%
2/14/2023 Dorsey Wright & Associates5,153$59K0.0%N/A0.011%
2/13/2023 Roundview Capital LLC40,000$456K0.1%-20.0%0.086%
2/10/2023 Creative Planning54,218$619K0.0%-5.9%0.116%
2/10/2023SVB Wealth LLC12,647$144K0.0%N/A0.027%
2/10/2023Wealthsource Partners LLC535,912$6.12M0.4%+4.5%1.150%
2/10/2023 Moors & Cabot Inc.11,100$127K0.0%N/A0.024%
2/9/2023 HighTower Advisors LLC215,472$2.46M0.0%-14.1%0.462%
2/8/2023Raymond James Financial Services Advisors Inc.26,053$298K0.0%+37.0%0.056%
(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, 64 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 55 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 7,962,284 shares in the last 24 months. This purchase volume represents approximately $50.64M in transactions.

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

Of the 21 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 2,066,973 shares in the last 24 months. This volume of shares sold represents approximately $16.27M in transactions.


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This page (NYSE:SJT) was last updated on 11/21/2024 by MarketBeat.com Staff
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