Security key
798241105
SAN JUAN BASIN ROYALTY TRUST - Units of Beneficial Interest (SJT)
CUSIP: 798241105
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / Units of Beneficial Interest
- Total 13F shares
- 4,910,381
- Total 13F value
- $24,927,856
- Share change
- -10,950
- Put/Call ratio
- 73%
- SEC-reported price per share
- $5.08
- Number of holders
- 95
- Value change
- -$1,133,683
- Number of buys
- 38
- Number of sells
- 43
- Shares outstanding
- 46,419,389
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
Q4 2023
Institutions
95
Top holders
10
SJT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 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 of Beneficial Interest (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
WEALTHSOURCE PARTNERS, LLC
Disclosed value leader
WEALTHSOURCE PARTNERS, LLC
Comparable rows
0/15
Latest evidence
30 Sep 2023
13F
Highest disclosed value: $3,514,470
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
WEALTHSOURCE PARTNERS, LLC has the largest disclosed position value at $3.51M.
0 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 WEALTHSOURCE PARTNERS, LLC's linked filing trail.
Disclosed position value
Top 5
WEALTHSOURCE PARTNERS, LLC
$3.51M
MCDANIEL TERRY & CO
$2.2M
Beck Bode, LLC
$2.03M
Mraz, Amerine & Associates, Inc.
$1.52M
TWIN FOCUS CAPITAL PARTNERS, LLC
$1.5M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WEALTHSOURCE PARTNERS, LLC |
13F
Company
|
—
denominator unverified
|
$3,514,470
507,138 shares
|
— | 30 Sep 2023 |
| MCDANIEL TERRY & CO |
13F
Company
|
—
denominator unverified
|
$2,204,000
318,076 shares
|
— | 30 Sep 2023 |
| Beck Bode, LLC |
13F
Company
|
—
denominator unverified
|
$2,027,857
293,467 shares
|
— | 30 Sep 2023 |
| Mraz, Amerine & Associates, Inc. |
13F
Company
|
—
denominator unverified
|
$1,516,142
219,413 shares
|
— | 30 Sep 2023 |
| TWIN FOCUS CAPITAL PARTNERS, LLC |
13F
Company
|
—
denominator unverified
|
$1,504,669
217,124 shares
|
— | 30 Sep 2023 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
denominator unverified
|
$1,443,156
208,248 shares
|
— | 30 Sep 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 Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
95
Shares
4,910,381
Rows available
95
| 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 Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
96
Q4 2023 holders
95
Holder diff
-1
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend