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
Horizon Kinetics Asset Management 6.2M $35M 11% Dec 2025
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Cannell Capital 836k $4.7M -31% Dec 2025
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Ashton Thomas Private Wealth 770k $4.3M 21% Dec 2025
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Moors & Cabot 736k $4.1M 21% Dec 2025
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Mountaineer Partners Management 732k $4.1M 2% Dec 2025
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Punch & Associates Investment Management 700k $3.9M 58% Dec 2025
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Principia Wealth Advisory 531k $3.0M -8% Dec 2025
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LPL Financial 407k $2.3M -2% Dec 2025
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Raymond James Financial 346k $1.9M 13% Dec 2025
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Lesa Sroufe & Co 340k $1.9M 0% Dec 2025
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Citadel Advisors 302k $1.8M -20% Sep 2025
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Advisory Services Network 239k $1.3M 1% Dec 2025
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Susquehanna International 220k $1.2M -8% Dec 2025
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Kingswood Wealth Advisors 192k $1.1M -61% Dec 2025
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Mraz, Amerine & Associates 184k $1.0M 0% Dec 2025
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Mcdaniel Terry & Co 170k $957k -46% Dec 2025
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Puplava Financial Services 140k $844k 100% Sep 2025
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Pingora Partners 135k $759k 111% Dec 2025
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XTX Topco 82k $459k 121% Dec 2025
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Wells Fargo & Company 75k $420k -2% Dec 2025
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Two Sigma Investments 69k $417k 21% Sep 2025
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Delta Investment Management 65k $363k 7% Dec 2025
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Royal Bank of Canada 56k $339k 8% Sep 2025
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Pekin, Singer Strauss Asset Management 54k $302k 258% Dec 2025
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Jane Street 53k $299k -4% Dec 2025
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Greenfield Seitz Capital Management 53k $298k 0% Dec 2025
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Creative Planning 53k $297k 0% Dec 2025
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Meixler Investment Management 52k $293k 5% Dec 2025
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Warren Averett Asset Management 43k $243k 0% Dec 2025
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Atlas Wealth Partners 41k $229k 16% Dec 2025
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First Financial Bankshares 38k $211k 0% Dec 2025
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Janney Montgomery Scott 34k $191k 100% Dec 2025
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Boothbay Fund Management 33k $188k 54% Dec 2025
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Roundview Capital 30k $169k 0% Dec 2025
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Pecaut & Co. 30k $169k 0% Dec 2025
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Key Client Fiduciary Advisors 30k $167k 100% Dec 2025
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Clear Harbor Asset Management 29k $162k 0% Dec 2025
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Ingalls & Snyder 29k $161k 0% Dec 2025
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Advisor Group Holdings 25k $142k -10% Dec 2025
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Welch Group 22k $124k 0% Dec 2025
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State of Wyoming 21k $118k -33% Dec 2025
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Beacon Pointe Advisors 17k $96k 0% Dec 2025
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16k $88k 0% Dec 2025
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Beck Mack & Oliver 16k $88k -5% Dec 2025
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Financial Engines Advisors L.L.C 16k $87k 0% Dec 2025
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Private Advisor 16k $87k 1% Dec 2025
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Foundation Resource Management 15k $82k 0% Dec 2025
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Wedbush Morgan Securities 14k $76k 0% Dec 2025
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Cetera Investment Advisers 11k $64k 100% Dec 2025
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V-Square Quantitative Management 11k $64k 100% Dec 2025
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Westfuller Advisors 11k $64k 0% Dec 2025
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Cambridge Investment Research Advisors 11k $62k -8% Dec 2025
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Rahlfs Capital 11k $62k 100% Dec 2025
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Evernest Financial Advisors 11k $62k 100% Dec 2025
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Simplex Trading 11k $59k 37% Dec 2025
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Kovack Advisors 11k $59k -30% Dec 2025
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Pathstone Holdings 10k $59k 100% Dec 2025
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Group One Trading 10k $58k -54% Dec 2025
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CI Private Wealth 10k $57k 0% Dec 2025
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National Bank Of Canada /fi/ 10k $56k 0% Dec 2025
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UBS Group 8.3k $47k -72% Dec 2025
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Ameriflex Group 5.1k $29k -27% Dec 2025
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Bryn Mawr Trust 5.0k $28k 0% Dec 2025
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Morse Asset Management 4.4k $25k 165% Dec 2025
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FMR 3.2k $19k 0% Sep 2025
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EFG International 3.1k $17k 100% Dec 2025
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Brian McDonald 3.0k $17k -23% Dec 2025
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International Assets Investment Management 3.0k $17k 100% Dec 2025
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Rothschild Investment 2.3k $13k 0% Dec 2025
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SCBT Financial Corporation 2.0k $11k 0% Dec 2025
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Steward Partners Investment Advisory 1.4k $8.1k 39% Dec 2025
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Sunbelt Securities 1.3k $7.2k 0% Dec 2025
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MAI Wealth Advisors 1.2k $6.5k 0% Dec 2025
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CWM 1.0k $6.0k 2381% Dec 2025
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Cove Street Capital 1.0k $6.1k 100% Sep 2025
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Tower Research Capital 611.00 $3.4k 32% Dec 2025
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IFP Advisors 395.00 $2.2k 0% Dec 2025
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BlackRock 376.00 $2.1k -35% Dec 2025
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Motiv8 Investments 375.00 $2.0k 100% Dec 2025
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Financial Gravity Wealth 366.00 $2.1k 0% Dec 2025
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Tucker Asset Management 264.00 $1.5k 100% Dec 2025
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Hanson McClain Advisors 250.00 $1.4k -13% Dec 2025
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UMA Financial Services 245.00 $1.4k 100% Dec 2025
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Creekmur Asset Management 240.00 $1.5k 0% Sep 2025
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Plante Moran Financial Advisors 197.00 $1.1k 0% Dec 2025
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Newbridge Financial Services Group 106.00 $592.995800 -85% Dec 2025
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SRS Capital Advisors 6.00 $34.000200 0% Dec 2025
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Who sold out of San Juan Basin Royalty Trust?

Fund or Company Name Date Sold Shares Held Valued At
Springbok Capital Management Jun 2025 397k $2.4M
RR Advisors Sep 2025 303k $1.8M
Verition Fund Management Sep 2025 160k $968k
Peak6 Sep 2025 48k $291k
Heritage Trust Sep 2025 30k $182k
Resources Investment Advisors Sep 2025 14k $85k
Manchester Capital Management Sep 2025 3.6k $22k
Private Wealth Asset Management Sep 2025 1.3k $7.9k
Quarry Sep 2025 1.2k $7.2k
Us Bancorp Sep 2025 206.00 $1.2k
Farther Finance Advisors Sep 2025 70.00 $423.003000