Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / UNIT BEN INT
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Number of holders
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24
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Total shares
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1.98M
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Shares change
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+1.04M
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Total reported value, excl. options
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$10.7M
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Value change
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+$5.51M
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Number of buys
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10
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Number of sells
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-4
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Price
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$5.53
Significant Holders of SAN JUAN BASIN ROYALTY TRUST - UNIT BEN INT (SJT) as of Q1 2025
26 filings reported holding SJT - SAN JUAN BASIN ROYALTY TRUST - UNIT BEN INT as of Q1 2025.
SAN JUAN BASIN ROYALTY TRUST - UNIT BEN INT (SJT) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.98M shares
.
Largest 10 shareholders include Principia Wealth Advisory, LLC (654K shares), Lesa Sroufe & Co (320K shares), MCDANIEL TERRY & CO (318K shares), KINGSWOOD WEALTH ADVISORS, LLC (279K shares), Mraz, Amerine & Associates, Inc. (189K shares), Cambridge Investment Research Advisors, Inc. (93.5K shares), Welch Group, LLC (22K shares), Fonville Wealth Management LLC (18.5K shares), Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors (15.8K shares), and OneDigital Investment Advisors LLC (15.2K shares).
This table shows the top 24 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.