San Juan Basin Royalty Trust (SJT) Ownership

11.66 ↓0.06 (-0.51%)
As of November 28, 2022, 10:43am EST.

Institutional Ownership

K2 PRINCIPAL FUND LP is the biggest individual institutional holder of San Juan Basin Royalty Trust (SJT), owning a total of 1.1 million shares. Combined, the top 20 institutional holders of SJT own 9.78% of the company with a total of 4.6 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders increased their combined ownership of SJT by 331 thousand shares. 3 institutions bought 331,282 total additional shares and increased their ownership by an average of 4.08%. However 1 institutions sold 203 total shares and decreased their ownership by an average of 0.09%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of San Juan Basin Royalty Trust increased by a net total of 331,079 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Mcdaniel Terry & Co1.213%0.000%565,19102022-09-30
WEALTHSOURCE PARTNERS, LLC1.100%3.736%512,65318,4652022-09-30
Beck Bode Wealth Management, LLC0.662%0.000%308,310308,3102022-09-30
Mraz, Amerine & Associates, Inc0.501%-0.087%233,472-2032022-09-30
Twin Focus Capital Partners, LLC0.471%0.000%219,62402022-09-30
Creative Planning Inc0.124%8.490%57,5924,5072022-09-30
Delta Investment Management, LLC0.109%0.000%50,91102022-09-30
Roundview Capital LLC0.107%0.000%50,00002022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
K2 PRINCIPAL FUND LP2.302%-47.340%1,072,791-964,4222022-06-30
Mcdaniel Terry & Co1.213%0.000%565,19102022-09-30
WEALTHSOURCE PARTNERS, LLC1.100%3.736%512,65318,4652022-09-30
Beck Bode Wealth Management, LLC0.662%0.000%308,310308,3102022-09-30
Susquehanna International Group, LLP0.592%29.826%276,12963,4372022-06-30
Mraz, Amerine & Associates, Inc0.501%-0.087%233,472-2032022-09-30
Twin Focus Capital Partners, LLC0.471%0.000%219,62402022-09-30
HighTower Advisors, LLC0.377%-27.624%175,784-67,0922022-06-30
Citadel Advisors Llc0.373%132.037%173,96598,9922022-06-30
BNP Paribas Arbitrage, SA0.351%-35.176%163,662-88,8092022-06-30
Wells Fargo & Co0.311%-9.730%144,754-15,6032022-06-30
Bank of America Corp0.245%48.231%114,02237,1002022-06-30
CWA Asset Management Group, LLC0.239%102.110%111,32256,2422022-06-30
Price Jennifer C.0.215%0.000%100,240100,2402022-06-30
Cullen Capital Management, LLC0.171%0.000%79,85002022-06-30
Jefferies Group Inc0.161%0.000%75,00075,0002022-06-30
Wolverine Trading LLC0.159%0.000%73,90773,9072022-06-30
Creative Planning Inc0.124%8.490%57,5924,5072022-09-30
Delta Investment Management, LLC0.109%0.000%50,91102022-09-30
Roundview Capital LLC0.107%0.000%50,00002022-09-30

Mutual Fund Ownership

Barron's 400 ETF is the biggest individual fund holder of San Juan Basin Royalty Trust (SJT), owning a total of 27 thousand shares. Combined, the top 5 mutual fund holders of SJT own 0.09% of the company with a total of 43 thousand shares.

In the latest ownership report on October 31st 2022, the top 5 fund holders not made any changes to their ownership of SJT. None of the mutual funds bought any additional shares.

Overall this is a neutral sign as the number of shares owned by the top 20 mutual funds holding San Juan Basin Royalty Trust stayed the same in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Barron's 400 ETF0.059%0.000%27,41702022-10-31
AdvisorShares Dorsey Wright Micro-Cp ETF0.011%0.000%5,15302022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Barron's 400 ETF0.059%0.000%27,41702022-10-31
Lazard US Systematic Small Cap Eq Ins0.021%0.000%9,56902022-09-30
AdvisorShares Dorsey Wright Micro-Cp ETF0.011%0.000%5,15302022-10-31
Lazard US Systematic Small Cap Eq0.002%0.000%1,10602022-09-30
Kovitz ValuePlus0.000%3.448%3012022-09-30

Discussions

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kobe_fighter

$SJT love cooking these little bears on here

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