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Get Institutions for : 
San Juan Basin Royalty Trust (SJT)  
$4.14 0.13 (3.04%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    10
Total shares held : 
 4,766,385  
% of shares held : 
 10.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 -44,315  
% of shares held change : 
   -0.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $6.74  
Last Quarter's Ending Price : 
 $5.08  
Last Quarter's Average Price : 
 $6.68  
Change from last quarter's     
avg. price to the last closing  : 
2.54 (38.02%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 151,964
 3.19%
 
Increased Positions :
24
 654,759
 13.74%
 
Unchanged Positions :
30
 1,454,288
 30.51%
 
Decreased Positions :
24
-270,767
-5.68%
 
Closed Positions :
22
-580,271
-12.17%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HORIZON ASSET MANAGEMENT INC/NY 65 - 2024-03-31 862,424 $4,562,000 733,128
   WEALTHSOURCE PARTNERS LLC 96 - 2023-12-31 513,588 $2,609,000 6,450
   WELLS FARGO & CO/MN 2689 - 2024-03-31 317,974 $1,682,000 32,081
   Beacon Pointe Advisors LLC 768 - 2024-03-31 140,263 $743,000 142
   Moors & Cabot Inc. 558 - 2024-03-31 78,950 $418,000 44,000
   BANK OF AMERICA CORP /DE/ 4557 - 2024-03-31 70,314 $372,000 14,598
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2882 - 2024-03-31 43,918 $232,000 8,878
   WARREN AVERETT ASSET MANAGEMENT, LLC 624 - 2024-03-31 43,316 $230,000 66
   Meixler Investment Management Ltd. 92 - 2024-03-31 30,800 $163,000 2,395
   State of Wyoming 851 - 2024-03-31 24,268 $128,000 13,140
   Capital Investment Advisors LLC 609 - 2024-03-31 15,540 $82,000 9
   RAYMOND JAMES & ASSOCIATES 3694 - 2024-03-31 14,482 $77,000 1,500
   MARINER WEALTH ADVISORS, LLC 2970 - 2024-03-31 14,192 $75,000 14,192
   ESSEX FINANCIAL SERVICES INC 537 - 2024-03-31 12,842 $68,000 132
   Cetera Investment Advisers 3497 - 2024-03-31 12,286 $65,000 1,514
   VisionPoint Advisory Group LLC 254 - 2024-03-31 10,338 $55,000 2,017
   Newbridge Financial Services Group Inc. 746 - 2024-03-31 2,151 $11,000 2,151
   TUCKER ASSET MANAGEMENT LLC 521 - 2023-12-31 1,425 $7,000 205
   WealthCollab LLC 579 - 2024-03-31 1,015 $5,000 900
   HANSON MCCLAIN, INC. 2869 - 2024-03-31 287 $2,000 230
   Goss Wealth Management LLC 3687 - 2024-03-31 58 $0 54
  21 Records found
  1    
  Page 1 of 1
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