Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / UNIT BEN INT
-
Number of holders
-
41
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Total shares
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6.64M
-
Shares change
-
-102K
-
Total reported value, excl. options
-
$26.3M
-
Value change
-
-$268K
-
Put/Call ratio
-
0.2
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Number of buys
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11
-
Number of sells
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-19
-
Price
-
$3.96
Significant Holders of SAN JUAN BASIN ROYALTY TRUST - UNIT BEN INT (SJT) as of Q1 2021
45 filings reported holding SJT - SAN JUAN BASIN ROYALTY TRUST - UNIT BEN INT as of Q1 2021.
SAN JUAN BASIN ROYALTY TRUST - UNIT BEN INT (SJT) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.64M shares
.
Largest 10 shareholders include First Eagle Investment Management, LLC (4.1M shares), MCDANIEL TERRY & CO (565K shares), WEALTHSOURCE PARTNERS, LLC (414K shares), WELLS FARGO & COMPANY/MN (251K shares), Mraz, Amerine & Associates, Inc. (228K shares), MORGAN STANLEY (184K shares), BANK OF AMERICA CORP /DE/ (120K shares), PRICE MICHAEL F (100K shares), Roundview Capital LLC (100K shares), and Delta Investment Management, LLC (90.9K shares).
This table shows the top 41 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.