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San Juan Basin Royalty Trust (SJT) Institutional Ownership

San Juan Basin Royalty Trust logo
$5.78 -0.01 (-0.09%)
Closing price 09/12/2025 03:59 PM Eastern
Extended Trading
$5.78 +0.00 (+0.09%)
As of 09/12/2025 04:10 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)
45
Total
Institutional Inflows
(last 12 months)
$116.49M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$11.26M
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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
9/4/2025 Osaic Holdings Inc.30,275$181K0.0%-14.7%0.065%
8/19/2025 Advisory Services Network LLC237,397$1.44M0.0%+392.2%0.509%
8/19/2025 State of Wyoming50,671$303K0.0%-35.6%0.109%
8/15/2025 Cannell Capital LLC2,231,524$13.35M4.0%-37.4%4.788%
8/15/2025 Corient Private Wealth LLC30,260$181K0.0%N/A0.065%
8/15/2025 Bank of America Corp DE46,514$278K0.0%-3.7%0.100%
8/14/2025 Raymond James Financial Inc.338,062$2.02M0.0%+13.6%0.725%
8/14/2025 Pingora Partners LLC63,946$382K0.3%-76.6%0.137%
8/14/2025 Pecaut & CO.30,000$179K0.1%+200.0%0.064%
8/14/2025 Intrepid Family Office LLC10,574$63K0.1%N/A0.023%
8/13/2025 Beacon Pointe Advisors LLC114,929$686K0.0%-1.7%0.247%
8/12/2025 XTX Topco Ltd32,121$192K0.0%N/A0.069%
8/12/2025 Horizon Kinetics Asset Management LLC4,594,502$27.48M0.3%+86.0%9.857%
8/8/2025 Financial Gravity Companies Inc.6,398$38K0.0%N/A0.014%
8/6/2025 Moors & Cabot Inc.282,350$1.69M0.1%+371.8%0.606%
8/5/2025 Atlas Wealth Partners LLC33,650$201K0.2%+38.5%0.072%
8/5/2025 Meixler Investment Management Ltd.33,500$200K0.1%-17.2%0.072%
8/4/2025 Kovack Advisors Inc.15,000$90K0.0%-25.0%0.032%
8/1/2025 Ashton Thomas Private Wealth LLC641,226$3.84M0.1%+0.3%1.376%
8/1/2025 Delta Investment Management LLC61,868$369K0.1%+467.0%0.133%
7/29/2025 Lesa Sroufe & Co336,644$2.01M1.8%+5.1%0.722%
7/23/2025 Kingswood Wealth Advisors LLC485,815$2.90M0.2%+74.1%1.042%
7/14/2025 Clear Harbor Asset Management LLC28,825$172K0.0%-6.5%0.062%
7/11/2025 Kingstone Capital Partners Texas LLC11,698,140$69.96M0.0%N/A25.098%
5/16/2025Ashton Thomas Private Wealth LLC639,243$3.54M0.1%-8.9%1.372%
5/16/2025Pingora Partners LLC272,788$1.51M1.1%-2.5%0.585%
5/15/2025Beck Mack & Oliver LLC16,480$91K0.0%-15.4%0.035%
5/15/2025State of Wyoming78,628$435K0.1%+36.5%0.169%
5/13/2025RR Advisors LLC416,000$2.30M0.5%+190.9%0.893%
5/8/2025Moors & Cabot Inc.59,850$331K0.0%-71.1%0.128%
5/6/2025Financial Sense Advisors Inc.144,943$802K0.2%N/A0.311%
5/5/2025Atlas Wealth Partners LLC24,300$134K0.2%+21.2%0.052%
5/1/2025Fonville Wealth Management LLC18,475$102K0.0%N/A0.040%
4/30/2025Financial Gravity Asset Management Inc.6,398$35K0.0%N/A0.014%
4/29/2025OneDigital Investment Advisors LLC15,199$84K0.0%-46.8%0.033%
4/25/2025Westfuller Advisors LLC11,430$63K0.0%N/A0.025%
4/22/2025Cambridge Investment Research Advisors Inc.93,523$516K0.0%+305.8%0.201%
4/21/2025Kingswood Wealth Advisors LLC279,035$1.54M0.1%N/A0.599%
4/18/2025Lesa Sroufe & Co320,329$1.77M1.8%N/A0.687%
4/11/2025Principia Wealth Advisory LLC653,767$3.35M3.1%+3,003.3%1.403%
4/8/2025Welch Group LLC22,008$121K0.0%N/A0.047%
2/24/2025Ameriflex Group Inc.54,150$226K0.1%N/A0.116%
2/17/2025Two Sigma Investments LP94,159$361K0.0%-12.4%0.202%
2/17/2025State of Wyoming57,616$221K0.0%-29.0%0.124%
2/17/2025Morse Asset Management Inc17,250$66K0.0%N/A0.037%
2/17/2025Bank of America Corp DE104,402$400K0.0%+83.8%0.224%
2/14/2025Beacon Pointe Advisors LLC117,329$449K0.0%+537.7%0.252%
2/14/2025Pingora Partners LLC279,688$1.07M0.7%+0.8%0.600%
2/14/2025OneDigital Investment Advisors LLC28,565$109K0.0%N/A0.061%
2/13/2025XTX Topco Ltd19,497$75K0.0%N/A0.042%
2/13/2025Mariner LLC10,506$40K0.0%N/A0.023%
2/13/2025Heritage Trust Co30,201$116K0.0%N/A0.065%
2/13/2025Raymond James Financial Inc.204,497$783K0.0%N/A0.439%
2/13/2025Cannell Capital LLC1,830,244$7.01M1.4%+32.0%3.927%
2/13/2025Rahlfs Capital LLC11,500$44K0.0%N/A0.025%
2/13/2025Wells Fargo & Company MN92,646$355K0.0%-19.2%0.199%
2/11/2025Pecaut & CO.10,000$38K0.0%N/A0.021%
2/10/2025Horizon Kinetics Asset Management LLC1,814,214$6.95M0.1%+40.4%3.892%
2/7/2025Moors & Cabot Inc.206,750$792K0.0%+75.3%0.444%
2/7/2025Ashton Thomas Private Wealth LLC701,433$2.69M0.1%N/A1.505%
2/6/2025Raymond James Financial Inc.204,497$783K0.0%N/A0.439%
2/3/2025Oxbow Advisors LLC11,172$43K0.0%N/A0.024%
2/3/2025Private Advisor Group LLC26,633$102K0.0%N/A0.057%
1/31/2025Mraz Amerine & Associates Inc.189,246$725K0.1%-2.0%0.406%
1/29/2025Ingalls & Snyder LLC28,650$110K0.0%-48.6%0.000%
1/29/2025Atlas Wealth Partners LLC20,050$77K0.1%+16.4%0.000%
1/17/2025Clear Harbor Asset Management LLC38,261$147K0.0%N/A0.000%
1/13/2025Capital 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%
11/15/2024Ingalls & 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%
11/8/2024Prospera Private Wealth LLC9,271$34K0.0%N/A0.020%
11/5/2024GSA Capital Partners LLP11,211$41K0.0%N/A0.000%
11/4/2024Meixler 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%
10/22/2024International Assets Investment Management LLC7,400$27K0.0%+270.0%0.000%
10/19/2024Atlas Wealth Partners LLC17,225$63K0.1%N/A0.000%
8/15/2024Delta 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%
5/9/2024Koshinski Asset Management Inc.14,387$76K0.0%-23.0%0.031%
5/7/2024Meixler Investment Management Ltd.30,800$163K0.1%+8.4%0.066%
5/1/2024Mirae Asset Global Investments Co. Ltd.1,334,746$7.06M0.0%N/A2.864%
4/30/2024Hartline 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%
(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, 75 institutional investors and hedge funds held shares of San Juan Basin Royalty Trust. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($69.96M), Horizon Kinetics Asset Management LLC ($27.48M), Cannell Capital LLC ($13.35M), Mountaineer Partners Management LLC ($9.84M), Mirae Asset Global Investments Co. Ltd. ($7.06M), Ashton Thomas Private Wealth LLC ($3.84M), and Principia Wealth Advisory LLC ($3.35M).Learn more on San Juan Basin Royalty Trust's institutional investors.

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

10.42% of San Juan Basin Royalty Trust's 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's stock?

Of the 63 institutional investors that purchased San Juan Basin Royalty Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($11.70M), Horizon Kinetics Asset Management LLC ($2.89M), Mountaineer Partners Management LLC ($1.92M), Mirae Asset Global Investments Co. Ltd. ($1.33M), Ashton Thomas Private Wealth LLC ($703.42K), Principia Wealth Advisory LLC ($632.70K), and Lesa Sroufe & Co ($608.60K).

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

Institutional investors have bought a total of 21,352,304 shares in the last 24 months. This purchase volume represents approximately $116.49M in transactions.

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

Of the 18 institutional investors that sold San Juan Basin Royalty Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cannell Capital LLC ($1.33M), Pingora Partners LLC ($215.74K), Moors & Cabot Inc. ($146.90K), Ashton Thomas Private Wealth LLC ($62.19K), State of Wyoming ($51.52K), Ingalls & Snyder LLC ($27.04K), and Wells Fargo & Company MN ($22.05K).

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

Institutional investors have sold a total of 1,931,047 shares in the last 24 months. This volume of shares sold represents approximately $11.26M in transactions.



This page (NYSE:SJT) was last updated on 9/13/2025 by MarketBeat.com Staff
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