Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free SJT Stock Alerts

San Juan Basin Royalty Trust (SJT) Institutional Ownership

San Juan Basin Royalty Trust logo
$2.70 +0.05 (+1.69%)
As of 03:58 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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)
34
Total
Institutional Inflows
(last 12 months)
$33.60M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$20.32M
Get SJT Insider Trade Alerts

Want to know when executives and insiders are buying or selling San Juan Basin Royalty Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SJT Institutional Buying and Selling by Quarter

San Juan Basin Royalty Trust Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2026Punch & Associates Investment Management Inc.939,225$4.52M0.3%+34.2%2.015%
5/14/2026State of Wyoming36,596$176K0.0%+73.9%0.079%
4/27/2026Lesa Sroufe & Co346,870$1.67M1.1%+1.9%0.744%
4/23/2026SevenBridge Financial Group LLC10,000$45K0.0%N/A0.021%
4/21/2026Welch Group LLC30,008$144K0.0%+36.4%0.064%
2/18/2026Ameriflex Group Inc.5,100$29K0.0%-27.1%0.011%
2/18/2026XTX Topco Ltd81,722$459K0.0%+120.7%0.175%
2/18/2026Boothbay Fund Management LLC33,414$188K0.0%+54.0%0.072%
2/17/2026AQR Capital Management LLC32,482$183K0.0%N/A0.070%
2/17/2026Cetera Investment Advisers11,431$64K0.0%N/A0.025%
2/17/2026Kovack Advisors Inc.10,500$59K0.0%-30.0%0.023%
2/17/2026Osaic Holdings Inc.25,198$142K0.0%-10.2%0.054%
2/17/2026Punch & Associates Investment Management Inc.700,000$3.93M0.2%+57.8%1.502%
2/17/2026Royal Bank of Canada68,922$387K0.0%+22.8%0.148%
2/16/2026Pingora Partners LLC135,057$759K0.5%+111.2%0.290%
2/16/2026Mountaineer Partners Management LLC732,351$4.12M2.3%+1.8%1.571%
2/13/2026Meixler Investment Management Ltd.52,100$293K0.2%+5.0%0.112%
2/13/2026Financial Sense Advisors Inc.40,383$227K0.0%-71.1%0.087%
2/12/2026Kovack Advisors Inc.10,500$58K0.0%-30.0%0.023%
2/11/2026Janney Montgomery Scott LLC34,037$191K0.0%N/A0.073%
2/11/2026Horizon Kinetics Asset Management LLC6,231,144$35.02M0.5%+11.0%13.369%
2/11/2026LPL Financial LLC407,116$2.29M0.0%-2.5%0.873%
2/11/2026State of Wyoming21,044$118K0.0%-32.7%0.045%
2/10/2026Principia Wealth Advisory LLC531,022$2.98M0.8%-8.2%1.139%
2/10/2026Moors & Cabot Inc.736,300$4.14M0.2%+21.2%1.580%
2/3/2026Morse Asset Management Inc4,400$25K0.0%+165.1%0.009%
1/30/2026Delta Investment Management LLC64,565$363K0.1%+7.1%0.139%
1/30/2026Pekin Hardy Strauss Inc.53,750$302K0.0%+258.3%0.115%
1/29/2026Ashton Thomas Private Wealth LLC770,224$4.33M0.1%+20.8%1.653%
1/28/2026Kingswood Wealth Advisors LLC191,950$1.08M0.1%-61.0%0.412%
1/28/2026 Key Client Fiduciary Advisors LLC29,660$167K0.1%N/A0.064%
1/26/2026Atlas Wealth Partners LLC40,656$228K0.3%+15.7%0.087%
1/22/2026V Square Quantitative Management LLC11,430$64K0.0%N/A0.025%
11/24/2025Greenfield Seitz Capital Management LLC53,100$321K0.1%+6.6%0.114%
11/17/2025Verition Fund Management LLC160,249$968K0.0%-60.4%0.344%
11/17/2025Punch & Associates Investment Management Inc.443,701$2.68M0.2%N/A0.952%
11/17/2025Moors & Cabot Inc.607,450$3.67M0.2%+115.1%1.303%
11/17/2025Cannell Capital LLC1,213,124$7.33M1.1%-45.6%2.603%
11/17/2025Boothbay Fund Management LLC21,704$131K0.0%N/A0.047%
11/14/2025Creative Planning52,871$319K0.0%-5.5%0.113%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
11/14/2025Raymond James Financial Inc.306,732$1.85M0.0%-9.3%0.658%
11/14/2025Financial Sense Advisors Inc.139,734$844K0.1%N/A0.300%
11/14/2025Two Sigma Investments LP69,023$417K0.0%+20.8%0.148%
11/13/2025Ameriflex Group Inc.7,000$42K0.0%N/A0.015%
11/10/2025Pekin Hardy Strauss Inc.15,000$91K0.0%N/A0.032%
11/6/2025Mraz Amerine & Associates Inc.184,236$1.11M0.2%-2.1%0.395%
11/6/2025Meixler Investment Management Ltd.49,600$300K0.2%+48.1%0.106%
11/4/2025Ashton Thomas Private Wealth LLC637,707$3.85M0.1%-0.5%1.368%
11/4/2025State of Wyoming31,273$189K0.0%-38.3%0.067%
10/23/2025Lesa Sroufe & Co339,978$2.05M1.7%+1.0%0.729%
10/23/2025Kingswood Wealth Advisors LLC491,900$2.97M0.2%+1.3%1.055%
9/26/2025Corient Private Wealth LLC30,260$181K0.0%N/A0.065%
9/4/2025Osaic Holdings Inc.30,275$181K0.0%-14.7%0.065%
8/19/2025Advisory Services Network LLC237,397$1.44M0.0%+392.2%0.509%
8/19/2025State of Wyoming50,671$303K0.0%-35.6%0.109%
8/15/2025Cannell Capital LLC2,231,524$13.35M4.0%-37.4%4.788%
8/15/2025Corient Private Wealth LLC30,260$181K0.0%N/A0.065%
8/15/2025Bank of America Corp DE46,514$278K0.0%-3.7%0.100%
8/14/2025Raymond James Financial Inc.338,062$2.02M0.0%+13.6%0.725%
8/14/2025Pingora Partners LLC63,946$382K0.3%-76.6%0.137%
8/14/2025Pecaut & CO.30,000$179K0.1%+200.0%0.064%
8/14/2025Intrepid Family Office LLC10,574$63K0.1%N/A0.023%
8/13/2025Beacon Pointe Advisors LLC114,929$686K0.0%-1.7%0.247%
8/12/2025XTX Topco Ltd32,121$192K0.0%N/A0.069%
8/12/2025Horizon Kinetics Asset Management LLC4,594,502$27.48M0.3%+86.0%9.857%
8/8/2025Financial Gravity Companies Inc.6,398$38K0.0%N/A0.014%
8/6/2025Moors & Cabot Inc.282,350$1.69M0.1%+371.8%0.606%
8/5/2025Atlas Wealth Partners LLC33,650$201K0.2%+38.5%0.072%
8/5/2025Meixler Investment Management Ltd.33,500$200K0.1%-17.2%0.072%
8/4/2025Kovack Advisors Inc.15,000$90K0.0%-25.0%0.032%
8/1/2025Ashton Thomas Private Wealth LLC641,226$3.84M0.1%+0.3%1.376%
8/1/2025Delta Investment Management LLC61,868$369K0.1%+467.0%0.133%
7/29/2025Lesa Sroufe & Co336,644$2.01M1.8%+5.1%0.722%
7/23/2025Kingswood Wealth Advisors LLC485,815$2.90M0.2%+74.1%1.042%
7/14/2025Clear Harbor Asset Management LLC28,825$172K0.0%-6.5%0.062%
7/11/2025Kingstone Capital Partners Texas LLC11,698,140$69.96M0.0%N/A25.098%
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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%


SJT Institutional Ownership - Frequently Asked Questions

During the previous two years, 66 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 ($35.02M), Cannell Capital LLC ($7.33M), Punch & Associates Investment Management Inc. ($4.52M), Ashton Thomas Private Wealth LLC ($4.33M), Moors & Cabot Inc. ($4.14M), and Mountaineer Partners Management LLC ($4.12M).Learn more on San Juan Basin Royalty Trust's 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.

Of the 58 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 ($3.51M), Mountaineer Partners Management LLC ($1.94M), Punch & Associates Investment Management Inc. ($939.23K), Ashton Thomas Private Wealth LLC ($835.93K), Moors & Cabot Inc. ($804.25K), and Principia Wealth Advisory LLC ($632.70K).

Institutional investors have bought a total of 5,726,813 shares in the last 24 months. This purchase volume represents approximately $33.60M in transactions.

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 ($2.35M), Kingswood Wealth Advisors LLC ($299.95K), Verition Fund Management LLC ($244.40K), Pingora Partners LLC ($208.84K), Financial Sense Advisors Inc. ($99.35K), State of Wyoming ($57.58K), and Principia Wealth Advisory LLC ($47.73K).

Institutional investors have sold a total of 3,396,429 shares in the last 24 months. This volume of shares sold represents approximately $20.32M in transactions.


Related Companies

This page (NYSE:SJT) was last updated on 7/16/2026 by MarketBeat.com Staff.
From Our Partners
BlackRock is hoarding it. JPMorgan is hoarding it. Do you own it?
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely, LLC | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
DOJ Admits It In Court—Your Cash Can Be Seized Without Warning
The Department of Justice recently argued in court that cash may not be legally your property - raising concer...
Priority Gold | Sponsoredtc pixel
Your name isn't on our protected list yet
I checked our download records for "The Big Beautiful Bubble Report" and didn't see your name. That concern...
American Alternative | Sponsoredtc pixel
American’s Biggest Threat Is Here
This feels like one of those ''where were you when Kennedy was shot'' moments. It felt like a moment in time, ...
Goldco Direct, LLC | Sponsoredtc pixel
ALT SL: New Patent Reveals Elon Musk’s Next Breakthrough: M.A.G.I.
Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's ...
Brownstone Research | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
The only metrics you should watch as a day trader.
Day traders and swing traders don't need the same metrics - and using the wrong ones costs you edge. After 40 ...
The TradingPub | Sponsoredtc pixel