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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 09/5/2025 03:59 PM Eastern
Extended Trading
$5.78 0.00 (-0.09%)
As of 09/5/2025 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%
5/16/2025 Ashton Thomas Private Wealth LLC639,243$3.54M0.1%-8.9%1.372%
5/16/2025 Pingora Partners LLC272,788$1.51M1.1%-2.5%0.585%
5/15/2025 Beck Mack & Oliver LLC16,480$91K0.0%-15.4%0.035%
5/15/2025 State of Wyoming78,628$435K0.1%+36.5%0.169%
5/13/2025 RR Advisors LLC416,000$2.30M0.5%+190.9%0.893%
5/8/2025 Moors & Cabot Inc.59,850$331K0.0%-71.1%0.128%
5/6/2025 Financial Sense Advisors Inc.144,943$802K0.2%N/A0.311%
5/5/2025 Atlas Wealth Partners LLC24,300$134K0.2%+21.2%0.052%
5/1/2025 Fonville Wealth Management LLC18,475$102K0.0%N/A0.040%
4/30/2025Financial Gravity Asset Management Inc.6,398$35K0.0%N/A0.014%
4/29/2025 OneDigital 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%
4/11/2025 Principia 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%
2/17/2025 Two Sigma Investments LP94,159$361K0.0%-12.4%0.202%
2/17/2025 State of Wyoming57,616$221K0.0%-29.0%0.124%
2/17/2025 Morse Asset Management Inc17,250$66K0.0%N/A0.037%
2/17/2025 Bank of America Corp DE104,402$400K0.0%+83.8%0.224%
2/14/2025 Beacon Pointe Advisors LLC117,329$449K0.0%+537.7%0.252%
2/14/2025 Pingora Partners LLC279,688$1.07M0.7%+0.8%0.600%
2/14/2025 OneDigital Investment Advisors LLC28,565$109K0.0%N/A0.061%
2/13/2025 XTX Topco Ltd19,497$75K0.0%N/A0.042%
2/13/2025 Mariner LLC10,506$40K0.0%N/A0.023%
2/13/2025 Heritage Trust Co30,201$116K0.0%N/A0.065%
2/13/2025 Raymond James Financial Inc.204,497$783K0.0%N/A0.439%
2/13/2025 Cannell Capital LLC1,830,244$7.01M1.4%+32.0%3.927%
2/13/2025 Rahlfs Capital LLC11,500$44K0.0%N/A0.025%
2/13/2025 Wells Fargo & Company MN92,646$355K0.0%-19.2%0.199%
2/11/2025 Pecaut & CO.10,000$38K0.0%N/A0.021%
2/10/2025 Horizon Kinetics Asset Management LLC1,814,214$6.95M0.1%+40.4%3.892%
2/7/2025 Moors & 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%
2/6/2025 Raymond James Financial Inc.204,497$783K0.0%N/A0.439%
2/3/2025 Oxbow Advisors LLC11,172$43K0.0%N/A0.024%
2/3/2025 Private 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%
1/29/2025 Atlas 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%
11/20/2024 Virtu Financial LLC40,651$150K0.0%N/A0.087%
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%
10/19/2024 Atlas 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%
2/26/2024 Virtu 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%
(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 9/6/2025 by MarketBeat.com Staff
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