San Juan Basin Royalty Trust (NYSE:SJT)
| 5.78 Delayed Data As of 4:00pm ET |  -0.19 / -3.18%Today’s Change | 5.61 Today|||52-Week Range 12.25 | -49.39% Year-to-Date |
Institutional investors purchased a net $2.2 million shares of SJT during the quarter ended March 2019. This may signal that the smart money is gaining interest in this company as the 8.63% of the shares outstanding that institutional investors hold is among the lowest in the Investment Trusts/Mutual Funds industry.
| Individual stakeholders | 8.33% |
| Other institutional | 8.30% |
| Mutual fund holders | 0.33% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 9/30/2023 | MILLENNIUM MANAGEMENT LLC Bought 143.4 Thousand shares of San Juan Basin Royalty Tr... |
| 9/30/2023 | WELLS FARGO ADVISORS FINANCIAL N... Bought 110.5 Thousand shares of San Juan Basin Royalty Tr... |
| 9/30/2023 | TWIN FOCUS CAPITAL PARTNERS LLC Bought 25.0 Thousand shares of San Juan Basin Royalty Tr... |
Top 10 Owners of San Juan Basin Royalty Trust
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| WealthSource Partners LLC | 1.09% | 507,138 | 3,793,392 | +2,778 | +0.55% |
| Terry McDaniel & Co. | 0.68% | 318,076 | 2,379,208 | -247,115 | -43.72% |
| Beck Bode LLC | 0.63% | 293,467 | 2,195,133 | +17,460 | +6.33% |
| Mraz, Amerine & Associates, Inc. | 0.47% | 219,413 | 1,641,209 | +74 | +0.03% |
| Twin Focus Capital Partners LLC | 0.47% | 217,124 | 1,624,088 | +25,000 | +13.01% |
| Morgan Stanley Smith Barney LLC (... | 0.35% | 162,645 | 1,216,585 | -4,379 | -2.62% |
| Wells Fargo Advisors Financial Ne... | 0.33% | 151,796 | 1,135,434 | +110,549 | +268.02% |
| Horizon Kinetics Asset Management... | 0.31% | 144,651 | 1,081,989 | +8,703 | +6.40% |
| Millennium Management LLC | 0.31% | 143,446 | 1,072,976 | +143,446 | -- |
| Bramshill Investments LLC | 0.30% | 140,098 | 1,047,933 | -14,827 | -9.57% |
Top 10 Mutual Funds Holding San Juan Basin Royalty Trust
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Horizon Kinetics Inflation Benefi... | 0.16% | 73,749 | 551,643 | -2,054 | -2.71% |
| ALPS Barrons 400 ETF | 0.11% | 49,776 | 372,324 | 0 | 0.00% |
| Lazard US Systematic Small Cap Eq... | 0.03% | 11,982 | 89,625 | +2,413 | +25.22% |
| SPDR SSgA US Small Cap Low Volati... | 0.02% | 10,173 | 76,094 | 0 | 0.00% |
| Victory Extended Market Index Fun... | 0.01% | 4,848 | 36,263 | -114 | -2.30% |
| Horizon Kinetics Energy & Remedia... | 0.01% | 2,333 | 17,451 | +20 | +0.86% |
| CIBC US Broad Market Index Fund | 0.00% | 1,563 | 11,691 | +1,563 | -- |
| First Eagle Global Value Master F... | 0.00% | 0 | 0 | -27,974 | -100.00% |