Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / UNIT BEN INT
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Number of holders
-
95
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Total shares
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3.96M
-
Shares change
-
-2.33M
-
Total reported value, excl. options
-
$27.4M
-
Value change
-
-$17.2M
-
Put/Call ratio
-
0.55
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Number of buys
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44
-
Number of sells
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-33
-
Price
-
$6.93
Significant Holders of SAN JUAN BASIN ROYALTY TRUST - UNIT BEN INT (SJT) as of Q3 2023
102 filings reported holding SJT - SAN JUAN BASIN ROYALTY TRUST - UNIT BEN INT as of Q3 2023.
SAN JUAN BASIN ROYALTY TRUST - UNIT BEN INT (SJT) has 95 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.96M shares
.
Largest 10 shareholders include WEALTHSOURCE PARTNERS, LLC (507K shares), MCDANIEL TERRY & CO (318K shares), Beck Bode, LLC (293K shares), Mraz, Amerine & Associates, Inc. (219K shares), TWIN FOCUS CAPITAL PARTNERS, LLC (217K shares), WELLS FARGO & COMPANY/MN (208K shares), MORGAN STANLEY (181K shares), HORIZON KINETICS ASSET MANAGEMENT LLC (145K shares), MILLENNIUM MANAGEMENT LLC (143K shares), and Bramshill Investments, LLC (140K shares).
This table shows the top 95 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.