Kingswood Wealth Advisors LLC Has $1.08 Million Stake in San Juan Basin Royalty Trust $SJT

Key Points

• Kingswood Wealth Advisors trimmed its stake in San Juan Basin Royalty Trust by 61% in Q4 and now holds 191,950 shares worth about $1.08 million (≈0.41% of the trust).
• Analyst sentiment is negative — Weiss Ratings reiterated a Sell (d) and MarketBeat’s data shows an average rating of Sell for SJT.
• SJT is trading around $4.22 (near its 12‑month low of $4.15) with 50‑day/200‑day moving averages of $4.98/$5.49, and institutional ownership is roughly 10.42%.

Kingswood Wealth Advisors LLC trimmed its position in shares of San Juan Basin Royalty Trust (NYSE:SJT - Free Report) by 61.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 191,950 shares of the oil and gas producer's stock after selling 299,950 shares during the period. Kingswood Wealth Advisors LLC owned approximately 0.41% of San Juan Basin Royalty Trust worth $1,079,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of SJT. XTX Topco Ltd acquired a new stake in San Juan Basin Royalty Trust during the second quarter worth about $192,000. Raymond James Financial Inc. grew its stake in San Juan Basin Royalty Trust by 13.6% during the second quarter. Raymond James Financial Inc. now owns 338,062 shares of the oil and gas producer's stock worth $2,022,000 after buying an additional 40,363 shares in the last quarter. Corient Private Wealth LLC acquired a new stake in San Juan Basin Royalty Trust during the second quarter worth about $181,000. Advisory Services Network LLC grew its stake in San Juan Basin Royalty Trust by 392.2% during the second quarter. Advisory Services Network LLC now owns 237,397 shares of the oil and gas producer's stock worth $1,436,000 after buying an additional 189,170 shares in the last quarter. Finally, Lesa Sroufe & Co grew its stake in San Juan Basin Royalty Trust by 1.0% during the third quarter. Lesa Sroufe & Co now owns 339,978 shares of the oil and gas producer's stock worth $2,053,000 after buying an additional 3,334 shares in the last quarter. 10.42% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Separately, Weiss Ratings reiterated a "sell (d)" rating on shares of San Juan Basin Royalty Trust in a research note on Monday. One equities research analyst has rated the stock with a Sell rating, Based on data from MarketBeat, the stock has an average rating of "Sell".

San Juan Basin Royalty Trust Price Performance

SJT stock opened at $4.22 on Friday. San Juan Basin Royalty Trust has a 12 month low of $4.15 and a 12 month high of $7.22. The firm has a 50-day moving average price of $4.98 and a 200-day moving average price of $5.49.

About San Juan Basin Royalty Trust

San Juan Basin Royalty Trust NYSE: SJT is a statutory trust that holds overriding royalty interests in oil and natural gas properties located in the San Juan Basin of New Mexico and Colorado. As a passive royalty trust, it does not operate any wells or fields directly. Instead, the trust receives revenue from the sale of hydrocarbons produced on its acreage, then distributes this income to unitholders on a monthly basis.

The trust's income is derived primarily from natural gas production, along with associated natural gas liquids and a smaller volume of crude oil.

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