Who owns San Juan Basin Royalty Trust?
- Ticker: SJT
- CUSIP Number: 798241105
Tip: Access positions for across all investors
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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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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Mraz, Amerine & Associates | 218k | $1.1M | -1% | Dec 2023 |
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Beacon Pointe Advisors | 140k | $710k | 0% | Dec 2023 |
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Horizon Kinetics Asset Management | 129k | $657k | -11% | Dec 2023 |
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Raymond James Financial Services Advisors | 117k | $620k | -7% | Mar 2024 |
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Citadel Advisors | 111k | $564k | -35% | Dec 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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Cambridge Investment Research Advisors | 44k | $232k | 25% | Mar 2024 |
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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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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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First Financial Bankshares | 25k | $127k | 100% | Dec 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 | $83k | 0% | Mar 2024 |
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Capital Investment Advisors | 16k | $82k | 0% | Mar 2024 |
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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 | $79k | 0% | Mar 2024 |
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Raymond James & Associates | 15k | $77k | 12% | Mar 2024 |
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Creekmur Asset Management | 13k | $68k | 100% | Dec 2023 |
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Essex Financial Services | 13k | $68k | 1% | Mar 2024 |
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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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AE Wealth Management | 10k | $52k | 100% | Dec 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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Newbridge Financial Services Group | 2.2k | $11k | 100% | Mar 2024 |
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Venturi Wealth Management | 2.1k | $11k | 0% | Mar 2024 |
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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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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 | $6.3k | 0% | Mar 2024 |
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Hexagon Capital Partners | 1.0k | $5.3k | 0% | Mar 2024 |
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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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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 | $1.6k | 0% | Mar 2024 |
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Geneos Wealth Management | 300.00 | $1.5k | 0% | Dec 2023 |
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Hanson McClain Advisors | 287.00 | $1.5k | 404% | Mar 2024 |
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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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WealthCollab | 115.00 | $584.004500 | 100% | Dec 2023 |
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Scarborough Advisors | 91.00 | $459.995900 | 100% | Dec 2023 |
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Global Retirement Partners | 75.00 | $396.997500 | 0% | Mar 2024 |
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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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Gradient Investments | 1.00 | $4.000000 | 100% | Mar 2024 |
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Barclays | 1.00 | $0 | 100% | Dec 2023 |
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Who sold out of San Juan Basin Royalty Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
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 |
Sigma Planning | Sep 2023 | 20k | $141k |
Bank Of Montreal | Sep 2023 | 16k | $136k |
K2 Principal Fund | Sep 2023 | 10k | $72k |
CI Private Wealth | Sep 2023 | 10k | $70k |
Private Trust Co Na | Dec 2023 | 1.6k | $7.9k |
Huntington National Bank | Sep 2023 | 1.0k | $6.9k |
Stonebridge Capital Advisors | Sep 2023 | 823.00 | $5.7k |
Cutler | Dec 2023 | 600.00 | $0 |
Absolute Investment Management | Sep 2023 | 593.00 | $4.1k |
Jpmorgan Chase & Co | Sep 2023 | 200.00 | $1.4k |
Covestor | Sep 2023 | 114.00 | $999.996600 |
Lindbrook Capital | Dec 2023 | 75.00 | $381.000000 |