SAN JUAN BASIN ROYALTY TRUST - Units (SJT)

CUSIP: 798241105

Q2 2023 13F Holders as of 30 Jun 2023

Holder snapshot 7 signals
Share change
-1,114,501
Put/Call ratio
41%
SEC-reported price per share
$7.43
Number of holders
100
Value change
-$9,100,490
Number of buys
46
Open additional details 1 more signal available
Number of sells
33
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
46,546,708

Security key

798241105

Report period

Q2 2023

Institutions

100

Top holders

10

Ownership snapshot

Top reported holders of SJT - SAN JUAN BASIN ROYALTY TRUST - Units (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Mirae Asset Global Invest...
Disclosed value leader
Mirae Asset Global Invest...
Comparable rows
15/15
Latest evidence
31 Mar 2023
13F Lead comparable stake: 2.9% Showing 1-6 of 15 holder rows.

Quick read

Mirae Asset Global Investments Co., Ltd. leads the comparable SEC ownership view at 2.9%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Mirae Asset Global Investments Co., Ltd.'s linked filing trail.
Comparable ownership Top 5
Mirae Asset Global Investments Co... 2.9%
K2 PRINCIPAL FUND, L.P. 2.5%
MCDANIEL TERRY & CO 1.2%
WEALTHSOURCE PARTNERS, LLC 1%
Beck Bode, LLC 0.59%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Mirae Asset Global Investments Co., Ltd.
13F
Company
13F
2.9%
$14,041,528
1,334,746 shares
31 Mar 2023
K2 PRINCIPAL FUND, L.P.
13F
Company
13F
2.5%
$12,127,509
1,152,805 shares
31 Mar 2023
MCDANIEL TERRY & CO
13F
Company
13F
1.2%
$5,946,000
565,191 shares
31 Mar 2023
WEALTHSOURCE PARTNERS, LLC
13F
Company
13F
1%
$5,005,136
475,773 shares
31 Mar 2023
Beck Bode, LLC
13F
Company
13F
0.59%
$2,905,644
276,728 shares
31 Mar 2023
TWIN FOCUS CAPITAL PARTNERS, LLC
13F
Company
13F
0.47%
$2,310,444
219,624 shares
31 Mar 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
100
Shares
6,339,947
Rows available
100
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
88
Q2 2023 holders
100
Holder diff
12
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 value Q2 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .