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San Juan Basin Royalty Trust (SJT) Institutional Ownership

San Juan Basin Royalty Trust logo
$6.82 +0.40 (+6.14%)
Closing price 05/21/2025 03:59 PM Eastern
Extended Trading
$6.80 -0.02 (-0.29%)
As of 05/21/2025 07:54 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)
40
Total
Institutional Inflows
(last 12 months)
$29.58M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$1.81M
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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
5/16/2025 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%
4/30/2025 Financial 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%
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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%
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%
11/15/2023 Alps Advisors Inc.50,874$353K0.0%+72.8%0.109%
11/14/2023 Waverly Advisors LLC43,250$299K0.0%+7.5%0.093%
11/14/2023 Twin Focus Capital Partners LLC217,124$1.51M0.3%+13.0%0.466%
11/13/2023 K2 Principal Fund L.P.10,418$72K0.0%-89.1%0.022%
11/13/2023 Bramshill Investments LLC140,098$971K0.1%-9.6%0.301%
11/13/2023Wealthsource Partners LLC507,138$3.51M0.2%+0.6%1.088%
11/7/2023 Meixler Investment Management Ltd.27,455$190K0.2%+7.9%0.059%
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11/6/2023 PFG Investments LLC25,155$174K0.0%+14.1%0.054%
11/2/2023 Beck 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%
10/23/2023 Mcdaniel 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%
8/21/2023 VisionPoint Advisory Group LLC8,150$60K0.0%N/A0.017%
8/15/2023 K2 Principal Fund L.P.96,016$713K0.2%-92.1%0.206%
8/15/2023 Prevail 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 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 61 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: 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 10,265,106 shares in the last 24 months. This purchase volume represents approximately $48.21M 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. ($247.12K), Moors & Cabot Inc. ($146.90K), Ashton Thomas Private Wealth LLC ($62.19K), Essex Financial Services Inc. ($36.19K), Raymond James Financial Services Advisors Inc. ($28.91K), and Ingalls & Snyder LLC ($27.04K).

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

Institutional investors have sold a total of 1,978,065 shares in the last 24 months. This volume of shares sold represents approximately $13.50M in transactions.


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This page (NYSE:SJT) was last updated on 5/22/2025 by MarketBeat.com Staff
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