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SJT Institutional Ownership

San Juan Basin Royalty Trust
1W: +10.2% 1M: +31.4% 3M: +26.9% YTD: -34.4% 1Y: -40.4% 3Y: -46.8% 5Y: +6.5%
$3.76
-0.02 (-0.53%)
 
Weekly Expected Move ±9.1%
$3 $3 $4 $4 $4
NYSE · Energy · Oil & Gas Exploration & Production · Tech Score Buy · Power 58 · $175.2M mcap · 39M float · 0.677% daily turnover · Short 38% of daily vol

Institutional Ownership — SJT

95
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
$55M
Total Invested
8
New Positions
22
Increased
37
Reduced
12
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (105 total)

# Holder Shares Value Change Change % Holding Period Filing
1 HORIZON KINETICS ASSET MANAGEMENT LLC 7,494,020 $28M +515,179 +7.4% 15Q SEC ↗
2 MORGAN STANLEY 1,563,319 $6M -54,770 -3.4% 60Q SEC ↗
3 CANNELL CAPITAL LLC 1,212,760 $5M +303,297 +33.3% 9Q SEC ↗
4 Ashton Thomas Private Wealth, LLC 946,043 $4M +78,332 +9.0% 7Q SEC ↗
5 Moors & Cabot, Inc. 859,190 $3M +7,310 +0.9% 15Q SEC ↗
6 PUNCH & ASSOCIATES INVESTMENT MANAGEME 641,414 $2M -297,811 -31.7% 4Q SEC ↗
7 Lesa Sroufe & Co 581,264 $2M +234,394 +67.6% 6Q SEC ↗
8 MARSHALL WACE, LLP 540,087 $2M +146,452 +37.2% 2Q SEC ↗
9 MCDANIEL TERRY & CO 318,076 $1M — +0.0% 72Q SEC ↗
10 RAYMOND JAMES FINANCIAL INC 254,805 $958K -38,707 -13.2% 7Q SEC ↗
11 CITADEL ADVISORS LLC 242,929 $913K +88,685 +57.5% 5Q SEC ↗
12 Advisory Services Network, LLC 240,377 $904K -2,000 -0.8% 6Q SEC ↗
13 Mraz, Amerine & Associates, Inc. 184,236 $693K — +0.0% 54Q SEC ↗
14 JANE STREET GROUP, LLC 180,114 $677K +132,474 +278.1% 4Q SEC ↗
15 XTX Topco Ltd 170,922 $643K +75,032 +78.2% 5Q SEC ↗
16 KINGSWOOD WEALTH ADVISORS, LLC 155,450 $584K -10,500 -6.3% 6Q SEC ↗
17 LPL Financial LLC 148,082 $557K -232,127 -61.1% 9Q SEC ↗
18 Pingora Partners LLC 135,057 $508K — +0.0% 11Q SEC ↗
19 TWO SIGMA INVESTMENTS, LP 95,656 $360K +41,816 +77.7% 9Q SEC ↗
20 OSAIC HOLDINGS, INC. 95,406 $359K +7,156 +8.1% 26Q SEC ↗
21 UBS Group AG 90,159 $339K +70,363 +355.4% 17Q SEC ↗
22 WELLS FARGO & COMPANY/MN 73,426 $276K -998 -1.3% 101Q SEC ↗
23 BNP PARIBAS FINANCIAL MARKETS NEW 64,366 $242K — +0.0% 1Q SEC ↗
24 Greenfield Seitz Capital Management, L 53,100 $200K — +0.0% 11Q SEC ↗
25 Creative Planning 53,007 $199K +140 +0.3% 18Q SEC ↗
26 INGALLS & SNYDER LLC 48,650 $183K +20,000 +69.8% 12Q SEC ↗
27 Beacon Pointe Advisors, LLC 45,000 $169K -73,334 -62.0% 15Q SEC ↗
28 Meixler Investment Management, Ltd. 44,600 $168K -9,300 -17.3% 19Q SEC ↗
29 Atlas Wealth Partners, LLC 40,106 $151K -2,000 -4.7% 8Q SEC ↗
30 PKS Advisory Services, LLC NEW 37,883 $142K — +0.0% 1Q SEC ↗
31 First Financial Bankshares Inc 37,500 $141K — +0.0% 11Q SEC ↗
32 BANK OF AMERICA CORP /DE 37,400 $141K -7,680 -17.0% 15Q SEC ↗
33 Pekin Hardy Strauss, Inc. 35,750 $134K -21,000 -37.0% 4Q SEC ↗
34 Welch Group, LLC 35,508 $134K +5,500 +18.3% 6Q SEC ↗
35 Argent Trust Co NEW 35,100 $132K — +0.0% 1Q SEC ↗
36 Delta Investment Management, LLC 34,461 $130K -22,985 -40.0% 28Q SEC ↗
37 Janney Montgomery Scott LLC 33,000 $124K -687 -2.0% 3Q SEC ↗
38 Key Client Fiduciary Advisors, LLC 31,850 $120K -725 -2.2% 3Q SEC ↗
39 Roundview Capital LLC 30,000 $113K — +0.0% 26Q SEC ↗
40 AQR CAPITAL MANAGEMENT LLC 28,482 $107K -4,000 -12.3% 3Q SEC ↗
41 ROYAL BANK OF CANADA 27,700 $104K -42,900 -60.8% 7Q SEC ↗
42 HRT FINANCIAL LP NEW 27,467 $103K — +0.0% 1Q SEC ↗
43 Clear Harbor Asset Management, LLC 21,325 $80K -7,500 -26.0% 7Q SEC ↗
44 DWR WEALTH MANAGEMENT, LLC 20,500 $77K — +0.0% 3Q SEC ↗
45 GROUP ONE TRADING LLC 20,369 $77K +15,677 +334.1% 9Q SEC ↗
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,131 $61K -64,181 -79.9% 14Q SEC ↗
47 Bay Colony Advisory Group, Inc d/b/a B 15,682 $59K — +0.0% 18Q SEC ↗
48 Financial Engines Advisors L.L.C. 15,534 $58K — +0.0% 5Q SEC ↗
49 Aptus Capital Advisors, LLC 15,000 $56K +5,000 +50.0% 2Q SEC ↗
50 SevenBridge Financial Group, LLC 15,000 $56K +5,000 +50.0% 2Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
HORIZON KINETICS ASSET MANAGEMENT L +515,179 +7.4% 7,494,020
CANNELL CAPITAL LLC +303,297 +33.3% 1,212,760
Lesa Sroufe & Co +234,394 +67.6% 581,264
MARSHALL WACE, LLP +146,452 +37.2% 540,087
JANE STREET GROUP, LLC +132,474 +278.1% 180,114
CITADEL ADVISORS LLC +88,685 +57.5% 242,929
Ashton Thomas Private Wealth, LLC +78,332 +9.0% 946,043
XTX Topco Ltd +75,032 +78.2% 170,922
UBS Group AG +70,363 +355.4% 90,159
TWO SIGMA INVESTMENTS, LP +41,816 +77.7% 95,656
INGALLS & SNYDER LLC +20,000 +69.8% 48,650
GROUP ONE TRADING LLC +15,677 +334.1% 20,369
Moors & Cabot, Inc. +7,310 +0.9% 859,190
OSAIC HOLDINGS, INC. +7,156 +8.1% 95,406
Welch Group, LLC +5,500 +18.3% 35,508
SevenBridge Financial Group, LLC +5,000 +50.0% 15,000
Aptus Capital Advisors, LLC +5,000 +50.0% 15,000
SIMPLEX TRADING, LLC +4,359 +67.2% 10,850
Arax Advisory Partners +402 +13400.0% 405
Cambridge Investment Research Advis +354 +2.5% 14,425
Biggest Decreases (20)
HolderReducedChange %Total Shares
PUNCH & ASSOCIATES INVESTMENT MANAG -297,811 -31.7% 641,414
LPL Financial LLC -232,127 -61.1% 148,082
Beacon Pointe Advisors, LLC -73,334 -62.0% 45,000
SUSQUEHANNA INTERNATIONAL GROUP, LL -64,181 -79.9% 16,131
MORGAN STANLEY -54,770 -3.4% 1,563,319
ROYAL BANK OF CANADA -42,900 -60.8% 27,700
RAYMOND JAMES FINANCIAL INC -38,707 -13.2% 254,805
Delta Investment Management, LLC -22,985 -40.0% 34,461
Pekin Hardy Strauss, Inc. -21,000 -37.0% 35,750
KINGSWOOD WEALTH ADVISORS, LLC -10,500 -6.3% 155,450
Meixler Investment Management, Ltd. -9,300 -17.3% 44,600
BANK OF AMERICA CORP /DE -7,680 -17.0% 37,400
Clear Harbor Asset Management, LLC -7,500 -26.0% 21,325
AQR CAPITAL MANAGEMENT LLC -4,000 -12.3% 28,482
FMR LLC -2,181 -97.8% 50
Advisory Services Network, LLC -2,000 -0.8% 240,377
Atlas Wealth Partners, LLC -2,000 -4.7% 40,106
WEDBUSH SECURITIES INC -2,000 -14.8% 11,500
BECK MACK & OLIVER LLC -1,900 -12.2% 13,680
AMERIFLEX GROUP, INC. -1,500 -29.4% 3,600

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms