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San Juan Basin Royalty Trust (SJT) Institutional Ownership

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$4.28
+0.07 (+1.66%)
(As of 04/26/2024 08:53 PM 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)
33
Total
Institutional Inflows
(last 12 months)
$26.85M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$15.28M
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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
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 TRC 8,834$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%
1/29/2024Koshinski Asset Management Inc.18,691$95K0.0%-15.4%0.040%
1/29/2024Ingalls & 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%
1/16/2024 Raymond James Financial Services Advisors Inc.125,756$639K0.0%+22.1%0.270%
1/16/2024 Raymond 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%
11/7/2023Meixler 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%
11/2/2023Ingalls & Snyder LLC16,500$114K0.0%N/A0.035%
10/24/2023 Raymond 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%
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8/3/2023Meixler Investment Management Ltd.25,455$189K0.2%-5.6%0.055%
8/2/2023Sigma Planning Corp19,911$148K0.0%-37.4%0.043%
7/28/2023Koshinski Asset Management Inc.22,066$163K0.0%N/A0.047%
7/27/2023Virtu Financial LLC16,581$123K0.0%N/A0.036%
7/25/2023 Raymond James Financial Services Advisors Inc.126,348$939K0.0%-4.2%0.271%
7/25/2023 Raymond 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%
7/13/2023 Cambridge 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%
5/9/2023Manchester Capital Management LLC6,000$63K0.0%N/A0.013%
5/8/2023Avidian 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%
5/4/2023Mirae 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%
4/21/2023 Kovack 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%
4/14/2023 Raymond James Financial Services Advisors Inc.131,875$1.39M0.0%+406.2%0.283%
4/14/2023 Raymond 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%
2/10/2023SVB Wealth LLC12,647$144K0.0%N/A0.027%
2/10/2023Wealthsource Partners LLC535,912$6.12M0.4%+4.5%1.150%
2/10/2023Moors & Cabot Inc.11,100$127K0.0%N/A0.024%
2/9/2023HighTower Advisors LLC215,472$2.46M0.0%-14.1%0.462%
2/8/2023 Raymond James Financial Services Advisors Inc.26,053$298K0.0%+37.0%0.056%
2/8/2023Beck Bode LLC306,307$3.49M0.8%-0.6%0.657%
2/7/2023Horizon Kinetics Asset Management LLC12,160$139K0.0%N/A0.026%
2/7/2023Commonwealth Equity Services LLC11,440$130K0.0%N/A0.025%
2/6/2023Parallel Advisors LLC2,363$27K0.0%+298.5%0.005%
2/3/2023U.S. Capital Wealth Advisors LLC5,000$57K0.0%N/A0.011%
1/31/2023AE Wealth Management LLC50,312$575K0.0%+11.3%0.108%
1/30/2023 International Assets Investment Management LLC24,695$282K0.0%N/A0.053%
1/24/2023Sigma Planning Corp34,050$389K0.0%N/A0.073%
1/23/2023Mcdaniel Terry & Co.812,306$9.28M1.1%+43.7%1.743%
1/12/2023Mraz Amerine & Associates Inc.230,972$2.63M0.6%-1.1%0.496%
1/12/2023 Yarbrough Capital LLC6,082$69K0.0%N/A0.013%
1/11/2023Jenkins Wealth60,306$687K0.3%N/A0.129%
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1/11/2023 MADDEN SECURITIES Corp3,200$36K0.0%N/A0.007%
1/9/2023CWA Asset Management Group LLC56,929$650K0.1%+11.4%0.122%
11/16/2022Wealthsource Partners LLC512,653$4.82M0.4%+3.7%1.100%
11/15/2022Quadrature Capital Ltd72,759$685K0.0%+59.6%0.156%
11/9/2022CWA Asset Management Group LLC51,092$480K0.0%-54.1%0.110%
11/7/2022Virtu Financial LLC13,544$127K0.0%-66.8%0.029%
11/7/2022Quantbot Technologies LP4,672$43K0.0%N/A0.010%
11/3/2022Creative Planning57,592$541K0.0%+8.5%0.124%
10/28/2022 Walkner Condon Financial Advisors LLC18,864$177K0.1%N/A0.040%
10/27/2022Bay Colony Advisory Group Inc d b a Bay Colony Advisors41,150$387K0.1%-4.7%0.088%
(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 Mirae Asset Global Investments Co. Ltd. ($14.04M), Prevail Innovative Wealth Advisors LLC ($3.76M), Significant Wealth Partners LLC ($2.96M), Wealthsource Partners LLC ($2.61M), HighTower Advisors LLC ($2.46M), Mraz Amerine & Associates Inc. ($2.30M), and Mcdaniel Terry & Co. ($2.20M).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 62 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. ($1.33M), Significant Wealth Partners LLC ($584.53K), Prevail Innovative Wealth Advisors LLC ($506.61K), Pingora Partners LLC ($285.79K), Mcdaniel Terry & Co. ($247.12K), Beck Bode LLC ($148.11K), and Raymond James Financial Services Advisors Inc. ($135.65K).

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

Institutional investors have bought a total of 4,675,515 shares in the last 24 months. This purchase volume represents approximately $39.67M in transactions.

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

Of the 26 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), BNP Paribas Arbitrage SA ($88.81K), Clear Street Markets LLC ($87.70K), CWA Asset Management Group LLC ($60.23K), Roundview Capital LLC ($60K), and Cullen Capital Management LLC ($45.72K).

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

Institutional investors have sold a total of 2,345,141 shares in the last 24 months. This volume of shares sold represents approximately $18.97M in transactions.


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This page (NYSE:SJT) was last updated on 4/29/2024 by MarketBeat.com Staff

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