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San Juan Basin Royalty Trust (SJT) Institutional Ownership

San Juan Basin Royalty Trust logo
$5.83 -0.22 (-3.64%)
Closing price 08/1/2025 03:59 PM Eastern
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$5.84 +0.00 (+0.09%)
As of 08/1/2025 04:16 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.
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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)
41
Total
Institutional Inflows
(last 12 months)
$100.39M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$1.78M
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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
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%
5/16/2025 Ashton 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%
4/25/2025 Westfuller Advisors LLC11,430$63K0.0%N/A0.025%
4/22/2025 Cambridge Investment Research Advisors Inc.93,523$516K0.0%+305.8%0.201%
4/21/2025 Kingswood Wealth Advisors LLC279,035$1.54M0.1%N/A0.599%
4/18/2025 Lesa Sroufe & Co320,329$1.77M1.8%N/A0.687%
4/11/2025Principia Wealth Advisory LLC653,767$3.35M3.1%+3,003.3%1.403%
4/8/2025 Welch Group LLC22,008$121K0.0%N/A0.047%
2/24/2025 Ameriflex 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%
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2/7/2025Moors & Cabot Inc.206,750$792K0.0%+75.3%0.444%
2/7/2025 Ashton Thomas Private Wealth LLC701,433$2.69M0.1%N/A1.505%
2/6/2025Raymond James Financial Inc.204,497$783K0.0%N/A0.439%
2/3/2025 Oxbow Advisors LLC11,172$43K0.0%N/A0.024%
2/3/2025Private Advisor Group LLC26,633$102K0.0%N/A0.057%
1/31/2025 Mraz Amerine & Associates Inc.189,246$725K0.1%-2.0%0.406%
1/29/2025 Ingalls & Snyder LLC28,650$110K0.0%-48.6%0.000%
1/29/2025Atlas 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%
11/5/2024 GSA 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%
10/23/2024 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%
8/9/2024Moors & 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%
5/22/2024Beck 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%
5/7/2024Meixler 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%
2/7/2024 VisionPoint Advisory Group LLC8,321$42K0.0%N/A0.018%
2/5/2024Beck Bode LLC424,118$2.15M0.5%+44.5%0.910%
2/1/2024 Significant Wealth Partners LLC584,526$2.96M2.2%N/A1.254%
1/30/2024Bay 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%
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%
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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%
11/7/2023Meixler 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%
(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, 72 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), Mountaineer Partners Management LLC ($9.84M), Mirae Asset Global Investments Co. Ltd. ($7.06M), Cannell Capital LLC ($7.01M), Horizon Kinetics Asset Management LLC ($6.95M), Ashton Thomas Private Wealth LLC ($3.84M), and Prevail Innovative Wealth Advisors LLC ($3.76M).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 60 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), Mountaineer Partners Management LLC ($1.92M), Mirae Asset Global Investments Co. Ltd. ($1.33M), Horizon Kinetics Asset Management LLC ($800.59K), 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 18,676,648 shares in the last 24 months. This purchase volume represents approximately $100.39M in transactions.

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

Of the 13 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: Moors & Cabot Inc. ($146.90K), Ashton Thomas Private Wealth LLC ($62.19K), Ingalls & Snyder LLC ($27.04K), State of Wyoming ($23.57K), Wells Fargo & Company MN ($22.05K), Delta Investment Management LLC ($19.28K), and Mraz Amerine & Associates Inc. ($17.32K).

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

Institutional investors have sold a total of 359,482 shares in the last 24 months. This volume of shares sold represents approximately $1.78M in transactions.


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This page (NYSE:SJT) was last updated on 8/3/2025 by MarketBeat.com Staff
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