Who owns San Juan Basin Royalty Trust?

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Analyze quarterly positions in San Juan Basin Royalty Trust with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of San Juan Basin Royalty Trust stock

Who bought or sold San Juan Basin Royalty Trust this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Mirae Asset Global Investments 1.3M $15M 100% Mar 2024
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Wealthsource Partners 514k $2.6M 1% Dec 2023
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Beck Bode 417k $2.2M -2% Mar 2024
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Mcdaniel Terry & Co 318k $1.7M 0% Mar 2024
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Wells Fargo & Company 318k $1.7M 11% Mar 2024
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Pingora Partners 286k $1.5M 0% Mar 2024
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Mraz, Amerine & Associates 196k $1.0M -10% Mar 2024
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Susquehanna International 194k $1.0M -32% Mar 2024
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Beacon Pointe Advisors 140k $710k 0% Dec 2023
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Horizon Kinetics Asset Management 129k $657k -11% Dec 2023
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Raymond James Financial Services Advisors 117k $620k -7% Mar 2024
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Moors & Cabot 79k $418k 126% Mar 2024
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Bank of America Corporation 70k $372k 26% Mar 2024
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Creative Planning 61k $323k -2% Mar 2024
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Price Jennifer C. 58k $305k 0% Mar 2024
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Qube Research & Technologies 52k $276k -44% Mar 2024
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Morgan Stanley 50k $266k -72% Mar 2024
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ALPS Advisors 48k $245k -5% Dec 2023
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Cambridge Investment Research Advisors 44k $232k 25% Mar 2024
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Warren Averett Asset Management 43k $230k 0% Mar 2024
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Ingalls & Snyder 35k $184k -48% Mar 2024
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Advisor Group Holdings 34k $177k -13% Mar 2024
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Meixler Investment Management 31k $163k 8% Mar 2024
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Heritage Trust 30k $160k 0% Mar 2024
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Delta Investment Management 30k $160k 0% Mar 2024
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Roundview Capital 30k $159k 0% Mar 2024
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First Financial Bankshares 25k $132k 0% Mar 2024
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State of Wyoming 24k $128k 118% Mar 2024
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Glass Wealth Management 21k $111k 100% Mar 2024
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Lazard Asset Management 18k $90k 1% Dec 2023
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Hartline Investment Corporation 16k $84k 100% Mar 2024
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16k $84k 0% Mar 2024
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Foundation Resource Management 16k $83k 0% Mar 2024
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Capital Investment Advisors 16k $82k 0% Mar 2024
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Kovack Advisors 15k $79k 0% Mar 2024
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Raymond James & Associates 15k $77k 12% Mar 2024
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Koshinski Asset Management 14k $76k -23% Mar 2024
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Mariner Wealth Advisors 14k $75k 100% Mar 2024
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Essex Financial Services 13k $68k 1% Mar 2024
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Federation des caisses Desjardins du Quebec 11k $60k 100% Mar 2024
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Ameriprise Financial 11k $55k -4% Mar 2024
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VisionPoint Advisory Group 10k $55k 24% Mar 2024
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National Bank Of Canada /fi/ 10k $51k 0% Dec 2023
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Chilton Capital Management 8.4k $45k 0% Mar 2024
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Highlander Capital Management 7.0k $37k 0% Mar 2024
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Creekmur Asset Management 5.5k $29k -59% Mar 2024
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Royal Bank of Canada 3.4k $18k -72% Mar 2024
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UBS Group 3.1k $17k -45% Mar 2024
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Farther Finance Advisors 3.0k $16k 0% Mar 2024
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BlackRock 2.2k $11k -94% Mar 2024
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Newbridge Financial Services Group 2.2k $11k 100% Mar 2024
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Venturi Wealth Management 2.1k $11k 0% Mar 2024
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SCBT Financial Corporation 2.0k $11k 0% Mar 2024
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Brown Brothers Harriman & Co. 2.0k $11k 0% Mar 2024
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Bessemer 1.6k $8.0k 0% Dec 2023
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Tucker Asset Management 1.4k $7.2k 17% Dec 2023
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Sunbelt Securities 1.2k $6.3k 0% Mar 2024
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Us Bancorp 1.0k $5.5k -69% Mar 2024
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WealthCollab 1.0k $5.4k 783% Mar 2024
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Hexagon Capital Partners 1.0k $5.3k 0% Mar 2024
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Coppell Advisory Solutions 900.00 $4.6k 100% Dec 2023
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Whittier Trust 846.00 $4.5k 0% Mar 2024
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Tower Research Capital 684.00 $3.6k 1420% Mar 2024
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Parallel Advisors 672.00 $3.6k -53% Mar 2024
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First Manhattan 600.00 $3.2k 0% Mar 2024
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Steward Partners Investment Advisory 597.00 $3.2k 0% Mar 2024
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IFP Advisors 395.00 $2.0k 0% Dec 2023
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Norwood Financial Corp 302.00 $1.6k 0% Mar 2024
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Geneos Wealth Management 300.00 $1.6k 0% Mar 2024
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Hanson McClain Advisors 287.00 $1.5k 404% Mar 2024
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Signature 200.00 $1.1k -77% Mar 2024
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Cullen Frost Bankers 200.00 $1.1k 0% Mar 2024
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Plante Moran Financial Advisors 197.00 $1.0k 0% Mar 2024
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Global Retirement Partners 75.00 $396.997500 0% Mar 2024
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Goss Wealth Management 58.00 $306.999800 100% Mar 2024
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Lee Financial 35.00 $177.999500 0% Dec 2023
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Nemes Rush Group 4.00 $22.000000 0% Mar 2024
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Gradient Investments 1.00 $4.000000 100% Mar 2024
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FMR 1.00 $5.000000 0% Mar 2024
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Northwestern Mutual Wealth Management Company 1.00 $5.000000 100% Mar 2024
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Barclays 1.00 $0 0% Mar 2024
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Who sold out of San Juan Basin Royalty Trust?

Fund or Company Name Date Sold Shares Held Valued At
Significant Wealth Partners Dec 2023 585k $3.0M
Bramshill Investments Sep 2023 140k $971k
Citadel Advisors Dec 2023 111k $564k
Two Sigma Investments Dec 2023 67k $341k
Virtu Financial Dec 2023 46k $233k
Jane Street Dec 2023 34k $171k
Wolverine Trading Dec 2023 32k $161k
Two Sigma Advisers Dec 2023 15k $78k
Rpo Dec 2023 15k $78k
Two Sigma Securities Dec 2023 15k $77k
Belvedere Trading Sep 2023 14k $94k
HighTower Advisors Dec 2023 12k $62k
K2 Principal Fund Sep 2023 10k $72k
AE Wealth Management Dec 2023 10k $52k
LPL Financial Sep 2023 10k $70k
Advisory Services Network Dec 2023 4.5k $23k
Private Trust Co Na Dec 2023 1.6k $7.9k
Stonebridge Capital Advisors Sep 2023 823.00 $5.7k
Cutler Dec 2023 600.00 $0
Quadrant Capital Dec 2023 339.00 $1.7k
Scarborough Advisors Dec 2023 91.00 $459.995900
Lindbrook Capital Dec 2023 75.00 $381.000000