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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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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| Morgan Stanley | 1.6M | $7.8M | 40% | Mar 2026 |
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| Cannell Capital | 910k | $4.4M | 9% | Mar 2026 |
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| Ashton Thomas Private Wealth | 868k | $4.2M | 13% | Mar 2026 |
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| Moors & Cabot | 852k | $4.1M | 16% | Mar 2026 |
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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 | 380k | $1.8M | -7% | Mar 2026 |
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| Lesa Sroufe & Co | 347k | $1.7M | 2% | Mar 2026 |
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| Raymond James Financial | 346k | $1.9M | 13% | Dec 2025 |
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| Mcdaniel Terry & Co | 318k | $1.5M | 87% | Mar 2026 |
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| Citadel Advisors | 275k | $1.3M | -25% | Mar 2026 |
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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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| Mraz, Amerine & Associates | 184k | $884k | 0% | Mar 2026 |
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| Kingswood Wealth Advisors | 166k | $797k | -14% | Mar 2026 |
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| Pingora Partners | 135k | $648k | 0% | Mar 2026 |
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| Jane Street | 86k | $415k | 62% | Mar 2026 |
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| XTX Topco | 82k | $459k | 121% | Dec 2025 |
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| Wells Fargo & Company | 74k | $358k | 0% | Mar 2026 |
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| Royal Bank of Canada | 71k | $340k | 26% | Mar 2026 |
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| Delta Investment Management | 57k | $276k | -11% | Mar 2026 |
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| Pekin, Singer Strauss Asset Management | 57k | $273k | 6% | Mar 2026 |
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| Meixler Investment Management | 54k | $253k | 3% | Mar 2026 |
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| Two Sigma Investments | 54k | $259k | 13% | Mar 2026 |
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| Greenfield Seitz Capital Management | 53k | $255k | 0% | Mar 2026 |
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| Creative Planning | 53k | $254k | 0% | Mar 2026 |
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| Bank of America Corporation | 45k | $217k | 100% | Mar 2026 |
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| Warren Averett Asset Management | 43k | $243k | 0% | Dec 2025 |
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| Atlas Wealth Partners | 42k | $202k | 4% | Mar 2026 |
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| Puplava Financial Services | 40k | $227k | -71% | Dec 2025 |
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| First Financial Bankshares | 38k | $180k | 0% | Mar 2026 |
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| State of Wyoming | 37k | $176k | 74% | Mar 2026 |
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| Janney Montgomery Scott | 34k | $162k | -1% | Mar 2026 |
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| Key Client Fiduciary Advisors | 33k | $156k | 10% | Mar 2026 |
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| AQR Capital Management | 33k | $156k | 0% | Mar 2026 |
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| Welch Group | 30k | $144k | 36% | Mar 2026 |
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| Roundview Capital | 30k | $144k | 0% | Mar 2026 |
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| Clear Harbor Asset Management | 29k | $139k | 0% | Mar 2026 |
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| Ingalls & Snyder | 29k | $138k | 0% | Mar 2026 |
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| Advisor Group Holdings | 25k | $142k | -10% | Dec 2025 |
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| GK Wealth Management | 21k | $101k | 100% | Mar 2026 |
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| Dwr Wealth Management | 21k | $101k | 100% | Mar 2026 |
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| UBS Group | 20k | $95k | 139% | Mar 2026 |
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| Beacon Pointe Advisors | 17k | $96k | 0% | Dec 2025 |
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| Private Advisor | 16k | $75k | 1% | Mar 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16k | $75k | 0% | Mar 2026 |
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| Beck Mack & Oliver | 16k | $75k | 0% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 16k | $87k | 0% | Dec 2025 |
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| Foundation Resource Management | 15k | $70k | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 14k | $68k | 27% | Mar 2026 |
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| Wedbush Morgan Securities | 14k | $65k | 0% | Mar 2026 |
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| V-Square Quantitative Management | 11k | $55k | 0% | Mar 2026 |
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| Westfuller Advisors | 11k | $55k | 0% | Mar 2026 |
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| Evernest Financial Advisors | 11k | $46k | 0% | Mar 2026 |
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| Rahlfs Capital | 11k | $53k | 0% | Mar 2026 |
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| Stratos Wealth Partners | 11k | $51k | 100% | Mar 2026 |
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| Simplex Trading | 11k | $59k | 37% | Dec 2025 |
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| Kovack Advisors | 11k | $49k | 0% | Mar 2026 |
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| Pathstone Holdings | 10k | $50k | 0% | Mar 2026 |
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| CI Private Wealth | 10k | $528.733800 | 0% | Mar 2026 |
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| SevenBridge Financial | 10k | $45k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 10k | $48k | 100% | Mar 2026 |
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| National Bank Of Canada /fi/ | 10k | $56k | 0% | Dec 2025 |
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| Ameriflex Group | 5.1k | $29k | -27% | Dec 2025 |
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| Bryn Mawr Trust | 5.0k | $24k | 0% | Mar 2026 |
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| Group One Trading | 4.7k | $23k | -55% | Mar 2026 |
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| Morse Asset Management | 4.4k | $25k | 165% | Dec 2025 |
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| Fifth Third Bancorp | 4.0k | $19k | 100% | Mar 2026 |
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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 | $14k | 0% | Mar 2026 |
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| Rothschild Investment | 2.7k | $13k | 17% | Mar 2026 |
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| FMR | 2.5k | $14k | -21% | Dec 2025 |
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| SCBT Financial Corporation | 2.0k | $9.6k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 1.7k | $8.0k | 15% | Mar 2026 |
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| Sunbelt Securities | 1.3k | $6.1k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 1.2k | $5.5k | 0% | Mar 2026 |
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| CWM | 1.0k | $6.0k | 2381% | Dec 2025 |
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| Tower Research Capital | 611.00 | $3.4k | 32% | Dec 2025 |
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| IFP Advisors | 395.00 | $1.9k | 0% | Mar 2026 |
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| BlackRock | 376.00 | $1.8k | 0% | Mar 2026 |
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| Motiv8 Investments | 375.00 | $2.0k | 100% | 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 | $1.2k | 0% | Mar 2026 |
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| Plante Moran Financial Advisors | 197.00 | $948.003400 | 0% | Mar 2026 |
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| Newbridge Financial Services Group | 106.00 | $508.005000 | 0% | Mar 2026 |
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| Caitong International Asset Management | 39.00 | $187.999500 | 100% | Mar 2026 |
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| Citigroup | 13.00 | $63.000600 | 100% | Mar 2026 |
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| SRS Capital Advisors | 3.00 | $14.000100 | -50% | Mar 2026 |
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Who sold out of San Juan Basin Royalty Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mountaineer Partners Management | Dec 2025 | 732k | $4.1M |
| Verition Fund Management | Sep 2025 | 160k | $968k |
| Boothbay Fund Management | Dec 2025 | 33k | $188k |
| Pecaut & Co. | Dec 2025 | 30k | $169k |
| Cetera Investment Advisers | Dec 2025 | 11k | $64k |
| Quarry | Sep 2025 | 1.2k | $7.2k |
| Financial Gravity Wealth | Dec 2025 | 366.00 | $2.1k |
| Creekmur Asset Management | Sep 2025 | 240.00 | $1.5k |
| Us Bancorp | Sep 2025 | 206.00 | $1.2k |