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San Juan Basin Royalty Trust (SJT) Institutional Ownership

San Juan Basin Royalty Trust logo
$6.22 +0.11 (+1.80%)
As of 07/3/2025 03:30 PM Eastern
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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)
40
Total
Institutional Inflows
(last 12 months)
$29.58M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.77M
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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
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%
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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%
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%
1/24/2024International 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%
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%
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Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon bring Elon Musk's DOGE operation to its final, dramatic conclusion - with huge consequences for millions of investors. So if you have any money in the market... you're almost out of time to prepare. This plan has already been put in place... and can operate even if Elon's long gone from Washington.

And it could have a major impact on how you collect Social Security - Click here to understand what'
11/6/2023PFG 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%
10/24/2023Raymond 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%
10/17/2023Newbridge Financial Services Group Inc.10,661$74K0.0%+15.9%0.023%
10/10/2023International 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%
(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, 73 institutional investors and hedge funds held shares of San Juan Basin Royalty Trust. The most heavily invested institutionals were 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), Prevail Innovative Wealth Advisors LLC ($3.76M), Ashton Thomas Private Wealth LLC ($3.54M), 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 61 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: 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 ($701.43K), Principia Wealth Advisory LLC ($632.70K), Lesa Sroufe & Co ($592.29K), and Significant Wealth Partners LLC ($584.53K).

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

Institutional investors have bought a total of 6,984,886 shares in the last 24 months. This purchase volume represents approximately $29.58M in transactions.

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

Of the 12 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 357,482 shares in the last 24 months. This volume of shares sold represents approximately $1.77M in transactions.


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This page (NYSE:SJT) was last updated on 7/5/2025 by MarketBeat.com Staff
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