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San Juan Basin Royalty Trust shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of San Juan Basin Royalty Trust (SJT) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in San Juan Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including San Juan Basin Royalty Trust held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in San Juan Basin Royalty Trust by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $710k 140k 5.07
2023-09-30 $964k 140k 6.91
2023-06-30 $1.0M 140k 7.43
2023-03-31 $168k 16k 10.52
2022-12-31 $1.3M 115k 11.40

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Top funds holding San Juan Basin Royalty Trust

Significant Wealth Partners
Wealthsource Partners
Beck Bode
Mcdaniel Terry & Co
Wells Fargo & Company
Pingora Partners
Mraz, Amerine & Associates
Beacon Pointe Advisors
Horizon Kinetics Asset Management
Raymond James Financial Services Advisors
Citadel Advisors
Two Sigma Investments
Ingalls & Snyder
Creative Planning
Price Jennifer C.

View all funds holding San Juan Basin Royalty Trust