Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / UNIT BEN INT
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Number of holders
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77
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Total shares
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4.4M
-
Shares change
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+386K
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Total reported value, excl. options
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$23.3M
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Value change
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+$2.24M
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Put/Call ratio
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0.88
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Number of buys
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23
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Number of sells
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-40
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Price
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$5.29
Significant Holders of SAN JUAN BASIN ROYALTY TRUST - UNIT BEN INT (SJT) as of Q1 2024
75 filings reported holding SJT - SAN JUAN BASIN ROYALTY TRUST - UNIT BEN INT as of Q1 2024.
SAN JUAN BASIN ROYALTY TRUST - UNIT BEN INT (SJT) has 77 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.4M shares
.
Largest 10 shareholders include HORIZON KINETICS ASSET MANAGEMENT LLC (862K shares), Mountaineer Partners Management, LLC (720K shares), Beck Bode, LLC (416K shares), MCDANIEL TERRY & CO (318K shares), WELLS FARGO & COMPANY/MN (318K shares), Pingora Partners LLC (286K shares), Mraz, Amerine & Associates, Inc. (196K shares), Beacon Pointe Advisors, LLC (140K shares), Raymond James Financial Services Advisors, Inc. (117K shares), and Moors & Cabot, Inc. (79K shares).
This table shows the top 77 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.