Who owns San Juan Basin Royalty Trust?

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Analyze quarterly positions in San Juan Basin Royalty Trust with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of San Juan Basin Royalty Trust stock

Who bought or sold San Juan Basin Royalty Trust this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Significant Wealth Partners 585k $3.0M 100% Dec 2023
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Wealthsource Partners 514k $2.6M 1% Dec 2023
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Beck Bode 424k $2.2M 45% Dec 2023
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Mcdaniel Terry & Co 318k $1.6M 0% Dec 2023
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Wells Fargo & Company 286k $1.5M 37% Dec 2023
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Pingora Partners 286k $1.4M 100% Dec 2023
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Susquehanna International 285k $2.0M -22% Sep 2023
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Mraz, Amerine & Associates 218k $1.1M -1% Dec 2023
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Morgan Stanley 181k $1.3M 8% Sep 2023
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Beacon Pointe Advisors 140k $710k 0% Dec 2023
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Bramshill Investments 140k $971k -10% Sep 2023
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Horizon Kinetics Asset Management 129k $657k -11% Dec 2023
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Raymond James Financial Services Advisors 126k $639k 22% Dec 2023
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Citadel Advisors 111k $564k -35% Dec 2023
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Qube Research & Technologies 94k $648k -43% Sep 2023
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Two Sigma Investments 67k $341k 100% Dec 2023
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Ingalls & Snyder 67k $339k 304% Dec 2023
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Creative Planning 63k $317k -25% Dec 2023
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Price Jennifer C. 58k $293k 0% Dec 2023
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Bank of America Corporation 56k $283k 1% Dec 2023
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ALPS Advisors 48k $245k -5% Dec 2023
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Virtu Financial 46k $233k 140% Dec 2023
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Warren Averett Asset Management 43k $219k 0% Dec 2023
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Advisor Group Holdings 39k $196k -21% Dec 2023
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BlackRock 35k $244k 11% Sep 2023
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Cambridge Investment Research Advisors 35k $178k 10% Dec 2023
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Moors & Cabot 35k $178k -5% Dec 2023
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Jane Street 34k $171k 100% Dec 2023
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Wolverine Trading 32k $161k 13% Dec 2023
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Heritage Trust 30k $153k 0% Dec 2023
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Delta Investment Management 30k $153k 0% Dec 2023
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Roundview Capital 30k $152k 0% Dec 2023
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Meixler Investment Management 28k $144k 3% Dec 2023
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PRW Wealth Management 26k $183k 0% Sep 2023
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First Financial Bankshares 25k $127k 100% Dec 2023
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Beck Mack & Oliver 24k $165k 0% Sep 2023
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Koshinski Asset Management 19k $95k -15% Dec 2023
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Lazard Asset Management 18k $90k 1% Dec 2023
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16k $80k -61% Dec 2023
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Foundation Resource Management 16k $79k -3% Dec 2023
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Capital Investment Advisors 16k $79k -6% Dec 2023
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Two Sigma Advisers 15k $78k -28% Dec 2023
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Rpo 15k $78k 100% Dec 2023
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Two Sigma Securities 15k $77k 100% Dec 2023
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Kovack Advisors 15k $76k 0% Dec 2023
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Belvedere Trading 14k $94k -30% Sep 2023
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Creekmur Asset Management 13k $68k 100% Dec 2023
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Raymond James & Associates 13k $66k -19% Dec 2023
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Financial Network Investment Corporation 13k $88k 17% Sep 2023
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Essex Financial Services 13k $65k 4% Dec 2023
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Royal Bank of Canada 12k $0 -15% Dec 2023
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HighTower Advisors 12k $62k 4% Dec 2023
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State of Wyoming 11k $57k -55% Dec 2023
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Ameriprise Financial 11k $75k 4% Sep 2023
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Newbridge Financial Services Group 11k $74k 16% Sep 2023
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State Street Corporation 10k $73k -4% Sep 2023
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AE Wealth Management 10k $52k 100% Dec 2023
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LPL Financial 10k $70k 100% Sep 2023
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National Bank Of Canada /fi/ 10k $51k 0% Dec 2023
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Chilton Capital Management 8.4k $43k 0% Dec 2023
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VisionPoint Advisory Group 8.3k $42k 100% Dec 2023
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Highlander Capital Management 7.0k $36k 40% Dec 2023
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UBS Group 5.7k $29k 82% Dec 2023
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Advisory Services Network 4.5k $23k -84% Dec 2023
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Us Bancorp 3.3k $17k 50% Dec 2023
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Farther Finance Advisors 3.0k $15k 100% Dec 2023
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Venturi Wealth Management 2.1k $11k 0% Dec 2023
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SCBT Financial Corporation 2.0k $10k 0% Dec 2023
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Brown Brothers Harriman & Co. 2.0k $10k 0% Dec 2023
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Bessemer 1.6k $8.0k 0% Dec 2023
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Private Trust Co Na 1.6k $7.9k 0% Dec 2023
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Parallel Advisors 1.4k $7.3k 0% Dec 2023
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Tucker Asset Management 1.4k $7.2k 17% Dec 2023
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Sunbelt Securities 1.2k $6.1k 0% Dec 2023
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Hexagon Capital Partners 1.0k $5.1k 0% Dec 2023
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Coppell Advisory Solutions 900.00 $4.6k 100% Dec 2023
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Signature 877.00 $4.5k 15% Dec 2023
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Whittier Trust 846.00 $4.3k 0% Dec 2023
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Cutler 600.00 $0 -59% Dec 2023
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First Manhattan 600.00 $4.2k 0% Sep 2023
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Steward Partners Investment Advisory 597.00 $3.0k 0% Dec 2023
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IFP Advisors 395.00 $2.0k 0% Dec 2023
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Quadrant Capital 339.00 $1.7k -43% Dec 2023
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Norwood Financial Corp 302.00 $1.5k 0% Dec 2023
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Geneos Wealth Management 300.00 $1.5k 0% Dec 2023
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Cullen Frost Bankers 200.00 $1.0k -95% Dec 2023
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Plante Moran Financial Advisors 197.00 $999.006700 0% Dec 2023
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Scarborough Advisors 91.00 $459.995900 100% Dec 2023
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Global Retirement Partners 75.00 $402.000000 -57% Dec 2023
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Lindbrook Capital 75.00 $381.000000 100% Dec 2023
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Hanson McClain Advisors 57.00 $289.001400 -75% Dec 2023
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Tower Research Capital 45.00 $311.998500 -81% Sep 2023
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Lee Financial 35.00 $177.999500 0% Dec 2023
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Nemes Rush Group 4.00 $21.000000 100% Dec 2023
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Barclays 1.00 $0 100% Dec 2023
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FMR 1.00 $7.000000 0% Sep 2023
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Who sold out of San Juan Basin Royalty Trust?

Fund or Company Name Date Sold Shares Held Valued At
Prevail Innovative Wealth Advisors Jun 2023 507k $3.8M
Twin Focus Capital Partners Sep 2023 217k $1.5M
Millennium Management Sep 2023 143k $994k
Hrt Financial Sep 2023 55k $382k
Mariner Wealth Advisors Sep 2023 34k $236k
PFG Investments Sep 2023 25k $174k
International Assets Investment Management Sep 2023 20k $148k
Sigma Planning Sep 2023 20k $141k
Quantbot Technologies Jun 2023 19k $138k
Bank Of Montreal Sep 2023 16k $136k
K2 Principal Fund Sep 2023 10k $72k
CI Private Wealth Sep 2023 10k $70k
Simplex Trading Sep 2023 4.4k $30k
Huntington National Bank Sep 2023 1.0k $6.9k
Northwestern Mutual Wealth Management Company Jun 2023 907.00 $6.7k
Stonebridge Capital Advisors Sep 2023 823.00 $5.7k
Absolute Investment Management Sep 2023 593.00 $4.1k
Gradient Investments Sep 2023 215.00 $1.5k
Jpmorgan Chase & Co Sep 2023 200.00 $1.4k
PSI Advisors Sep 2023 150.00 $1.0k
Covestor Sep 2023 114.00 $999.996600