Q2 2023 13F Holders as of 6/30/2023
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Type / Class
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Equity / Units of Beneficial Interest
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Shares outstanding
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46.8M
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Number of holders
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97
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Total 13F shares, excl. options
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6.17M
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Shares change
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-1.14M
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Total reported value, excl. options
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$45.8M
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Value change
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-$9.31M
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Put/Call ratio
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0.41
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Number of buys
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44
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Number of sells
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-34
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Price
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$7.43
Significant Holders of SAN JUAN BASIN ROYALTY TRUST - Units of Beneficial Interest (SJT) as of Q2 2023
117 filings reported holding SJT - SAN JUAN BASIN ROYALTY TRUST - Units of Beneficial Interest as of Q2 2023.
SAN JUAN BASIN ROYALTY TRUST - Units of Beneficial Interest (SJT) has 97 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.17M shares
of 46.8M outstanding shares and own 13.18% of the company stock.
Largest 10 shareholders include Mirae Asset Global Investments Co., Ltd. (1.34M shares), MCDANIEL TERRY & CO (565K shares), PREVAIL INNOVATIVE WEALTH ADVISORS, LLC (507K shares), WEALTHSOURCE PARTNERS, LLC (504K shares), Beck Bode, LLC (276K shares), Mraz, Amerine & Associates, Inc. (219K shares), TWIN FOCUS CAPITAL PARTNERS, LLC (192K shares), Qube Research & Technologies Ltd (164K shares), Bramshill Investments, LLC (155K shares), and Beacon Pointe Advisors, LLC (140K shares).
This table shows the top 97 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.