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 2024 vs. Q2 2024
How the institutions holding San Juan Basin Royalty Trust changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 76 | 2 | 77 | +3 |
| Shares | 6.09M | 31.5K | 7.07M | +1.01M (+16.6%) |
| Value | $24.7M | $128.1K | $26.1M | +$1.52M (+6.2%) |
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held San Juan Basin Royalty Trust at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Prelude Capital Management, LLC | 195,327 | $722.7K | 0.06% |
| Virtu Financial LLC | 40,651 | $150.0K | 0.01% |
| Ameriprise Financial Inc | 20,964 | $77.6K | 0.00% |
| Atlas Wealth Partners, LLC | 17,225 | $63.0K | 0.10% |
| Waterloo Capital, L.P. | 12,910 | $47.5K | 0.01% |
| Wedbush Securities Inc | 12,000 | $44.0K | 0.00% |
| Gsa Capital Partners LLP | 11,211 | $41.0K | 0.00% |
| Americana Partners, LLC | 11,000 | $40.5K | 0.00% |
| Reuter James Wealth Management, LLC | 9,271 | $34.3K | 0.01% |
| Manchester Capital Management LLC | 1,900 | $7.03K | 0.00% |
| BlackRock, Inc. | 1,262 | $4.67K | 0.00% |
| Bokf, NA | 462 | $1.77K | 0.00% |
| CWM, LLC | 200 | $1.00K | 0.00% |
Sold out (10)
Institutions that held San Juan Basin Royalty Trust at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Resources Investment Advisors, LLC. | 517,894 | $2.10M |
| Mariner, LLC | 11,900 | $48.1K |
| VisionPoint Advisory Group, LLC | 10,473 | $42.3K |
| Simplex Trading, LLC | 2,607 | $10.0K |
| Newbridge Financial Services Group, Inc. | 2,179 | $8.85K |
| Bessemer Group Inc | 1,600 | $7.00K |
| Royal Bank of Canada | 1,200 | $5.00K |
| Ashton Thomas Private Wealth, LLC | 500 | $2.03K |
| Geneos Wealth Management Inc. | 300 | $1.22K |
| Gradient Investments LLC | 1 | $3 |
Not filed for Q3 2024 yet (2)
Institutions that held San Juan Basin Royalty Trust at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Heritage Trust Co | 30,201 | $122.6K |
| BlackRock Inc. | 1,345 | $5.46K |