Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / UNIT BEN INT
-
Number of holders
-
93
-
Total shares
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4.83M
-
Shares change
-
-199K
-
Total reported value, excl. options
-
$24.5M
-
Value change
-
-$2.09M
-
Put/Call ratio
-
0.73
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Number of buys
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37
-
Number of sells
-
-43
-
Price
-
$5.08
Significant Holders of SAN JUAN BASIN ROYALTY TRUST - UNIT BEN INT (SJT) as of Q4 2023
97 filings reported holding SJT - SAN JUAN BASIN ROYALTY TRUST - UNIT BEN INT as of Q4 2023.
SAN JUAN BASIN ROYALTY TRUST - UNIT BEN INT (SJT) has 93 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.83M shares
.
Largest 10 shareholders include Significant Wealth Partners LLC (585K shares), WEALTHSOURCE PARTNERS, LLC (514K shares), Beck Bode, LLC (424K shares), MORGAN STANLEY (369K shares), MCDANIEL TERRY & CO (318K shares), WELLS FARGO & COMPANY/MN (286K shares), Pingora Partners LLC (286K shares), Mraz, Amerine & Associates, Inc. (218K shares), Beacon Pointe Advisors, LLC (140K shares), and HORIZON KINETICS ASSET MANAGEMENT LLC (129K shares).
This table shows the top 93 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.