San Juan Basin Royalty Trust
SJTFigures shown here come from public SEC filings. Dates beside each section show the available history.
SEC filings supply these figures; updates after the dates shown are not included. No annual financial history is available for this company. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 2026-03-31 | 70,600 | Not shown | SEC filing |
| State of Wyoming | 2026-03-31 | 36,596 | Not shown | SEC filing |
| Pingora Partners LLC | 2026-03-31 | 135,057 | Not shown | SEC filing |
| AMERIFLEX GROUP, INC. | 2026-03-31 | 5,100 | Not shown | SEC filing |
| Pathstone Holdings, LLC | 2026-03-31 | 10,424 | Not shown | SEC filing |
| Evernest Financial Advisors, LLC | 2026-03-31 | 11,000 | Not shown | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 376 | Not shown | SEC filing |
| TWO SIGMA INVESTMENTS, LP | 2026-03-31 | 53,840 | Not shown | SEC filing |
| NFSG Corp | 2026-03-31 | 106 | Not shown | SEC filing |
| CITADEL ADVISORS LLC | 2026-03-31 | 154,244 | Not shown | SEC filing |
| UBS Group AG | 2026-03-31 | 19,796 | Not shown | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 88,250 | Not shown | SEC filing |
| Cambridge Investment Research Advisors, Inc. | 2026-03-31 | 14,071 | Not shown | SEC filing |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2026-03-31 | 15,682 | Not shown | SEC filing |
| Creative Planning | 2026-03-31 | 52,867 | Not shown | SEC filing |
| Stratos Wealth Partners, LTD. | 2026-03-31 | 10,570 | Not shown | SEC filing |
| Advisory Services Network, LLC | 2026-03-31 | 242,377 | Not shown | SEC filing |
| Arax Advisory Partners | 2026-03-31 | 3 | Not shown | SEC filing |
| Physician Wealth Advisors, Inc. | 2026-03-31 | 245 | Not shown | SEC filing |
| LPL Financial LLC | 2026-03-31 | 380,209 | Not shown | SEC filing |
- Each value is checked against San Juan Basin Royalty Trust's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- MORGAN STANLEY: 1,156,904 shares reported 2025-12-31; 1,618,089 shares reported 2026-03-31.
- WEDBUSH SECURITIES INC: 13,500 shares reported 2025-12-31; 13,500 shares reported 2026-03-31.
- Atlas Wealth Partners, LLC: 40,656 shares reported 2025-12-31; 42,106 shares reported 2026-03-31.
- Plante Moran Financial Advisors, LLC: 197 shares reported 2025-12-31; 197 shares reported 2026-03-31.
- Allworth Financial LP: 250 shares reported 2025-12-31; 250 shares reported 2026-03-31.
- Lesa Sroufe & Co: 340,390 shares reported 2025-12-31; 346,870 shares reported 2026-03-31.
- Meixler Investment Management, Ltd.: 52,100 shares reported 2025-12-31; 53,900 shares reported 2026-03-31.
- SouthState Bank Corp: 2,000 shares reported 2025-12-31; 2,000 shares reported 2026-03-31.
- Janney Montgomery Scott LLC: 34,037 shares reported 2025-12-31; 33,687 shares reported 2026-03-31.
- XTX Topco Ltd: 81,722 shares reported 2025-12-31; 95,890 shares reported 2026-03-31.
- SIMPLEX TRADING, LLC: 10,532 shares reported 2025-12-31; 6,491 shares reported 2026-03-31.
- Beacon Pointe Advisors, LLC: 17,000 shares reported 2025-12-31; 118,334 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
66 filers have only one report here.
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.