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.
Q4 2024 vs. Q3 2024
How the institutions holding San Juan Basin Royalty Trust changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 77 | 3 | 87 | +13 |
| Shares | 7.07M | 455.2K | 9.01M | +2.40M (+36.3%) |
| Value | $26.1M | $1.68M | $34.5M | +$10.1M (+41.4%) |
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (22)
Institutions that held San Juan Basin Royalty Trust at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 701,433 | $2.69M | 0.10% |
| Raymond James Financial Inc | 204,497 | $783.2K | 0.00% |
| RR Advisors, LLC | 143,000 | $546.0K | 0.14% |
| Ameriflex Group, Inc. | 54,150 | $225.8K | 0.10% |
| Jane Street Group, LLC | 58,166 | $222.8K | 0.00% |
| Citadel Advisors LLC | 49,950 | $191.3K | 0.00% |
| Clear Harbor Asset Management, LLC | 38,261 | $146.5K | 0.01% |
| Heritage Trust Co | 30,201 | $115.7K | 0.01% |
| Resources Investment Advisors, LLC. | 28,565 | $109.4K | 0.00% |
| Private Advisor Group, LLC | 26,633 | $102.0K | 0.00% |
| Simplex Trading, LLC | 23,194 | $88.0K | 0.00% |
| Principia Wealth Advisory, LLC | 21,067 | $80.7K | 0.08% |
| XTX Topco Ltd | 19,497 | $74.7K | 0.01% |
| Morse Asset Management, Inc | 17,250 | $66.1K | 0.02% |
| Rahlfs Capital, LLC | 11,500 | $44.0K | 0.04% |
| Oxbow Advisors, LLC | 11,172 | $42.8K | 0.01% |
| Mariner, LLC | 10,506 | $40.2K | 0.00% |
| Pecaut & Co. | 10,000 | $38.3K | 0.01% |
| Royal Bank of Canada | 3,000 | $11.0K | 0.00% |
| Newbridge Financial Services Group, Inc. | 2,179 | $8.35K | 0.00% |
| Accredited Wealth Management, LLC | 1,348 | $5.16K | 0.00% |
| MAI Capital Management | 1,150 | $4.41K | 0.00% |
Sold out (9)
Institutions that held San Juan Basin Royalty Trust at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Virtu Financial LLC | 40,651 | $150.0K |
| Verition Fund Management LLC | 23,517 | $87.0K |
| Qube Research & Technologies Ltd | 18,706 | $69.2K |
| Gsa Capital Partners LLP | 11,211 | $41.0K |
| Americana Partners, LLC | 11,000 | $40.5K |
| Reuter James Wealth Management, LLC | 9,271 | $34.3K |
| WealthCollab, LLC | 699 | $2.57K |
| CWM, LLC | 200 | $1.00K |
| International Assets Investment Management, LLC | 7,400 | – |
Not filed for Q4 2024 yet (3)
Institutions that held San Juan Basin Royalty Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Lesa Sroufe & Co | 281,203 | $1.04M |
| Raymond James Financial Services Advisors, Inc. | 141,663 | $524.2K |
| Raymond James & Associates | 32,341 | $119.7K |