San Juan Basin Royalty TRSJT
13F holders, Q4 2024 (December 31)87holders +10
16new positions
9sold out
1famous investor
$3.83avg. 13F price*
At the end of Q4 2024, 87 institutions reported holding San Juan Basin Royalty TR (SJT) in their 13F filings, up 10 from Q3 2024. 16 opened new positions and 9 sold out. The largest holders were Cannell Capital LLC ($7.0M), Horizon Kinetics Asset Management LLC ($6.9M) and Morgan Stanley ($2.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- San Juan Basin Royalty TR
- CUSIP
- 798241105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $4.4M |
| Exits | 9 | $433K |
All 13F filers, Q3 2024 → Q4 2024: 2,416,606 shares bought and 335,499 shares sold, net +2,081,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Cannell Capital LLC | 1.44% | Add +32.0% | 1,830,244 | $7.0M |
| Horizon Kinetics Asset Management LLC | 0.09% | Add +40.4% | 1,814,214 | $6.9M |
| Morgan Stanley | 0.00% | Add +4.2% | 743,815 | $2.8M |
| Mountaineer Partners Management, LLC | 2.02% | No change | 719,054 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.10% | New | 701,433 | $2.7M |
| McDaniel Terry & Co. | 0.10% | No change | 318,076 | $1.2M |
| Pingora Partners LLC | 0.70% | Add +0.8% | 279,688 | $1.1M |
| Moors & Cabot, Inc. | 0.04% | Add +75.3% | 206,750 | $792K |
| Raymond James Financial Inc. | 0.00% | — | 204,497 | $783K |
| Prelude Capital Management, LLC | 0.06% | No change | 195,327 | $748K |
| Mraz, Amerine & Associates, Inc. | 0.13% | Reduce -2.0% | 189,246 | $725K |
| RR Advisors, LLC | 0.14% | New | 143,000 | $546K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +537.7% | 117,329 | $449K |
| Bank of America Corp. | 0.00% | Add +83.8% | 104,402 | $400K |
| Greenfield Seitz Capital Management, LLC | 0.14% | Reduce -6.8% | 95,800 | $367K |
| Two Sigma Investments, LP | 0.00% | Reduce -12.4% | 94,159 | $361K |
| Wells Fargo & Company | 0.00% | Reduce -19.2% | 92,646 | $355K |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.3% | 83,643 | $320K |
| Ameriflex Group, Inc. | 0.10% | — | 54,150 | $226K |
| Jane Street Group, LLC | 0.00% | New | 58,166 | $223K |
| Price Jennifer C. | 0.29% | No change | 57,663 | $221K |
| State of Wyoming | 0.03% | Reduce -29.0% | 57,616 | $221K |
| Creative Planning | 0.00% | Add +1.0% | 52,527 | $201K |
| Citadel Advisors | 0.00% | New | 49,950 | $191K |
| Waverly Advisors, LLC | 0.00% | No change | 43,316 | $166K |
| UBS Group AG | 0.00% | Add +318.9% | 42,456 | $163K |
| Clear Harbor Asset Management, LLC | 0.01% | New | 38,261 | $147K |
| Meixler Investment Management, Ltd. | 0.11% | Add +4.1% | 37,800 | $145K |
| First Financial Bankshares Inc | 0.00% | No change | 37,500 | $144K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.5% | 30,677 | $117K |
| Heritage Trust Co | 0.01% | — | 30,201 | $116K |
| Roundview Capital LLC | 0.01% | No change | 30,000 | $115K |
| Ingalls & Snyder LLC | 0.00% | Reduce -48.6% | 28,650 | $110K |
| OneDigital Investment Advisors LLC | 0.00% | New | 28,565 | $109K |
| Private Advisor Group, LLC | 0.00% | New | 26,633 | $102K |
| Simplex Trading, LLC | 0.00% | New | 23,194 | $88K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.6% | 23,048 | $88K |
| Principia Wealth Advisory, LLC | 0.08% | — | 21,067 | $81K |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.4% | 20,464 | $78K |
| Atlas Wealth Partners, LLC | 0.10% | Add +16.4% | 20,050 | $77K |
| Kovack Advisors, Inc. | 0.01% | No change | 20,000 | $77K |
| XTX Topco Ltd | 0.01% | New | 19,497 | $75K |
| Beck Mack & Oliver LLC | 0.00% | No change | 19,480 | $75K |
| Morse Asset Management, Inc | 0.02% | New | 17,250 | $66K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | No change | 15,825 | $61K |
| Foundation Resource Management Inc. | 0.01% | Reduce -3.3% | 14,565 | $56K |
| LPL Financial LLC | 0.00% | Reduce -3.8% | 13,231 | $51K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -16.2% | 13,031 | $50K |
| Waterloo Capital, L.P. | 0.01% | No change | 12,910 | $49K |
| Wedbush Securities Inc. | 0.00% | No change | 12,000 | $46K |
| Rahlfs Capital, LLC | 0.04% | — | 11,500 | $44K |
| Oxbow Advisors, LLC | 0.01% | New | 11,172 | $43K |
| Delta Investment Management, LLC | 0.01% | No change | 10,911 | $42K |
| Mariner, LLC | 0.00% | New | 10,506 | $40K |
| Pecaut & Co. | 0.01% | New | 10,000 | $38K |
| National Bank of Canada | 0.00% | No change | 10,000 | $38K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 6,300 | $24K |
| Group One Trading LLC | 0.00% | Reduce -78.9% | 4,437 | $17K |
| Chilton Capital Management LLC | 0.00% | Reduce -50.0% | 4,200 | $16K |
| FMR LLC | 0.00% | Add +27.3% | 3,695 | $14K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,000 | $11K |
| Royal Bank of Canada | 0.00% | New | 3,000 | $11K |
| Rothschild Investment LLC | 0.00% | No change | 2,537 | $10K |
| NFSG Corp | 0.00% | New | 2,179 | $8K |
| Venturi Wealth Management, LLC | 0.00% | No change | 2,128 | $8K |
| SouthState Bank Corp | 0.00% | No change | 2,000 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,000 | $8K |
| Manchester Capital Management LLC | 0.00% | No change | 1,900 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +204.3% | 1,470 | $6K |
| Accredited Wealth Management, LLC | 0.00% | — | 1,348 | $5K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -48.5% | 1,275 | $5K |
| MAI Capital Management | 0.00% | New | 1,150 | $4K |
| BlackRock, Inc. | 0.00% | Reduce -50.2% | 628 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 597 | $2K |
| Bokf, NA | 0.00% | No change | 462 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 395 | $2K |
| Allworth Financial LP | 0.00% | No change | 288 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 264 | $1K |
| Creekmur Asset Management LLC | 0.00% | Reduce -0.8% | 247 | $946 |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 200 | $766 |
| Signaturefd, LLC | 0.00% | No change | 200 | $766 |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 197 | $755 |
| Global Retirement Partners, LLC | 0.00% | No change | 75 | $287 |
| Parallel Advisors, LLC | 0.00% | Reduce -94.3% | 38 | $146 |
| NewEdge Advisors, LLC | 0.00% | No change | 4 | $15 |
| Nemes Rush Group LLC | 0.00% | No change | 4 | $15 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1 | $4 |
"% of holder's portfolio" is SJT's weight in each manager's 13F, not the share of San Juan Basin Royalty TR the manager owns.