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Get Institutions for : 
San Juan Basin Royalty Trust (SJT)  
$4.31 0.09 (2.13%) as of 4:30 Mon 5/13


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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  : 
2.37 (35.48%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF MONTREAL /CAN/ 3317 *Closed 2023-12-31 0 $0 -15,959
   ADVISORY SERVICES NETWORK, LLC 2210 *Closed 2024-03-31 0 $0 -4,469
   Significant Wealth Partners LLC 150 *Closed 2024-03-31 0 $0 -584,526
   Lindbrook Capital LLC 2590 *Closed 2024-03-31 0 $0 -75
   Stonebridge Capital Advisors LLC 491 *Closed 2023-12-31 0 $0 -823
   Scarborough Advisors LLC 445 *Closed 2024-03-31 0 $0 -91
   TWIN FOCUS CAPITAL PARTNERS, LLC 173 *Closed 2023-12-31 0 $0 -217,124
   HRT FINANCIAL LLC 2608 *Closed 2023-12-31 0 $0 -55,225
   HIGHTOWER ADVISORS, LLC 3403 *Closed 2024-03-31 0 $0 -11,780
   PRIVATE TRUST CO NA 2283 *Closed 2024-03-31 0 $0 -1,554
   Impact Partnership Wealth LLC 973 *Closed 2023-12-31 0 $0 0
   K2 PRINCIPAL FUND L.P. 160 *Closed 2023-12-31 0 $0 -10,418
   MILLENNIUM MANAGEMENT LLC 4390 *Closed 2023-12-31 0 $0 -143,446
   RPO LLC 81 *Closed 2024-03-31 0 $0 -15,332
   Cutler Group LP 1471 *Closed 2024-03-31 0 $0 -100
   MARINER WEALTH ADVISORS, LLC 3165 *Closed 2023-12-31 0 $0 -34,099
   STATE STREET CORP 4363 *Closed 2023-12-31 0 $0 -10,409
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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