Security key
798241105
- Security type / class
- Equity / Units
- Total 13F shares
- 3,963,477
- Total 13F value
- $27,457,297
- Share change
- -2,327,007
- Put/Call ratio
- 55%
- SEC-reported price per share
- $6.93
- Number of holders
- 96
- Value change
- -$17,207,696
- Number of buys
- 45
- Number of sells
- 34
- Shares outstanding
- 46,546,708
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2023
Institutions
96
Top holders
10
SJT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2026
SAN JUAN BASIN ROYALTY TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 798241105
Recent filing periods:
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
30 Jun 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%
MCDANIEL TERRY & CO
1.2%
PREVAIL INNOVATIVE WEALTH ADVISOR...
1.1%
WEALTHSOURCE PARTNERS, LLC
1.1%
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
|
2.9%
|
$9,922,765
1,335,500 shares
|
— | 30 Jun 2023 |
| MCDANIEL TERRY & CO |
13F
Company
|
1.2%
|
$4,199,000
565,191 shares
|
— | 30 Jun 2023 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
13F
Company
|
1.1%
|
$3,764,097
506,608 shares
|
— | 30 Jun 2023 |
| WEALTHSOURCE PARTNERS, LLC |
13F
Company
|
1.1%
|
$3,747,395
504,360 shares
|
— | 30 Jun 2023 |
| Beck Bode, LLC |
13F
Company
|
0.59%
|
$2,042,452
276,007 shares
|
— | 30 Jun 2023 |
| Mraz, Amerine & Associates, Inc. |
13F
Company
|
0.47%
|
$1,623,106
219,339 shares
|
— | 30 Jun 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 Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
96
Shares
3,963,477
Rows available
96
| 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 Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
100
Q3 2023 holders
96
Holder diff
-4
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend