SJT

San Juan Basin Royalty Trust

76 hedge funds and large institutions have $25.7M invested in San Juan Basin Royalty Trust in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
17
Reduced
16
Closed
10
Calls
$157K
Puts
$549K
Net Calls
-$392K
Net Calls Change
-$158K
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$10.7K 2,903 +1,608 +124%
RIL
52
Rothschild Investment LLC
Illinois
$9.39K 2,537
SS
53
Sunbelt Securities
Texas
$9.16K 2,475 +1,275 +106%
VWM
54
Venturi Wealth Management
Texas
$7.87K 2,128
BBHC
55
Brown Brothers Harriman & Co
New York
$7.4K 2,000
SC
56
SouthState Corp
Florida
$7.36K 2,000
MCM
57
Manchester Capital Management
Vermont
$7.03K 1,900 +1,900 New
BlackRock
58
BlackRock
New York
$4.67K 1,262 -83 -6%
W
59
WealthCollab
Washington
$2.57K 699
PA
60
Parallel Advisors
California
$2.49K 672
SPIA
61
Steward Partners Investment Advisory
New York
$2.21K 597
IAIM
62
International Assets Investment Management
Florida
$2K 7,400 +5,400 +270%
TRCT
63
Tower Research Capital (TRC)
New York
$1.79K 483 -1,617 -77%
BF
64
BOK Financial
Oklahoma
$1.77K 462 +462 New
IA
65
IFP Advisors
Florida
$1.46K 395
AF
66
Allworth Financial
California
$1.06K 288
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$1K 200 +200 New
TAM
68
Tucker Asset Management
Colorado
$973 264
CAM
69
Creekmur Asset Management
Illinois
$921 249 -254 -50%
CFB
70
Cullen/Frost Bankers
Texas
$740 200
S
71
SignatureFD
Georgia
$736 200
PMFA
72
Plante Moran Financial Advisors
Michigan
$725 197
GRP
73
Global Retirement Partners
California
$278 75
NRG
74
Nemes Rush Group
Michigan
$21 4
NA
75
NewEdge Advisors
Louisiana
$15 4