San Juan Basin Royalty Trust
SJT- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0000319655
No open-market purchases or sales by San Juan Basin Royalty Trust insiders were filed in the last 90 days; 82 institutions reported holding it in 13F filings for Q2 2026, worth $55.6M in total; no superinvestor holds it.
Q3 2023 vs. Q2 2023
How the institutions holding San Juan Basin Royalty Trust changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 100 | 1 | 99 | 0 |
| Shares | 6.34M | 40.3K | 3.98M | −2.32M (−36.8%) |
| Value | $47.1M | $297.9K | $27.6M | −$19.2M (−41.0%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held San Juan Basin Royalty Trust at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Millennium Management LLC | 143,446 | $994.1K | 0.00% |
| Bank of Montreal | 15,959 | $136.4K | 0.00% |
| Ingalls & Snyder LLC | 16,500 | $114.0K | 0.01% |
| HighTower Advisors, LLC | 11,277 | $76.0K | 0.00% |
| LPL Financial LLC | 10,119 | $70.1K | 0.00% |
| Highlander Capital Management, LLC | 5,000 | $35.0K | 0.01% |
| Quadrant Capital Group LLC | 590 | $4.08K | 0.00% |
| Gradient Investments LLC | 215 | $1.49K | 0.00% |
| JPMorgan Chase & Co | 200 | $1.39K | 0.00% |
| Belvedere Trading LLC | 68 | $471 | 0.00% |
Sold out (10)
Institutions that held San Juan Basin Royalty Trust at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 1,335,500 | $9.92M |
| Prevail Innovative Wealth Advisors, LLC | 506,608 | $3.76M |
| Schonfeld Strategic Advisors LLC | 134,000 | $995.6K |
| Jane Street Group, LLC | 120,220 | $893.2K |
| Quantbot Technologies LP | 18,579 | $138.0K |
| Avantax Advisory Services, Inc. | 12,865 | $95.6K |
| Wolverine Trading, LLC | 11,100 | $82.7K |
| Boston Private Wealth LLC | 10,525 | $78.2K |
| VisionPoint Advisory Group, LLC | 8,150 | $60.3K |
| Northwestern Mutual Wealth Management Co | 907 | $6.74K |
Not filed for Q3 2023 yet (1)
Institutions that held San Juan Basin Royalty Trust at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Silicon Hills Wealth Management, LLC | 40,250 | $297.9K |