Empfehlung
13,6
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
49.8
9 neu, 19 erhöht, -2735K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | SAN JUAN BASIN ROYALTY TRUST |
|---|---|
| Ticker | SJT |
| CIK | 0000319655 |
Branche
| SIC-Code | 6792 |
|---|---|
| Beschreibung | Oil Royalty Traders |
Wertpapier
| CUSIP | 798241105 |
|---|---|
| ISIN | US7982411057 |
| Typ | Royalty Trst |
| Titel | San Juan Basin Royalty Trust |
Status
| Zuletzt geprüft | 2026-03-20 22:37:56.995841 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 6,231,144 | 5,611,981 | 619,163 | 35,019,029 | Aufgestockt | +11,0% | |
| MORGAN STANLEY | 1,156,904 | 925,497 | 231,407 | 6,501,801 | Aufgestockt | +25,0% | |
| Moors & Cabot, Inc. | 736,300 | 607,450 | 128,850 | 4,138,006 | Aufgestockt | +21,2% | |
| LPL Financial LLC | 407,116 | 417,495 | -10,379 | 2,287,994 | Reduziert | -2,5% | |
| RAYMOND JAMES FINANCIAL INC | 346,112 | 306,732 | 39,380 | 1,945,152 | Aufgestockt | +12,8% | |
| Advisory Services Network, LLC | 238,677 | 237,397 | 1,280 | 1,341,362 | Aufgestockt | +0,5% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 220,101 | 237,977 | -17,876 | 1,236,968 | Reduziert | -7,5% | |
| KINGSWOOD WEALTH ADVISORS, LLC | 191,950 | 491,900 | -299,950 | 1,078,759 | Reduziert | -61,0% | |
| Mraz, Amerine & Associates, Inc. | 184,236 | 184,236 | 0 | 1,035,404 | Unverändert | 0,0% | |
| Verition Fund Management LLC | 160,249 | 404,648 | -244,399 | 967,904 | Reduziert | -60,4% | |
| MCDANIEL TERRY & CO | 170,288 | 318,076 | -147,788 | 957,019 | Reduziert | -46,5% | |
| Pingora Partners LLC | 135,057 | 63,946 | 71,111 | 759,020 | Aufgestockt | +111,2% | |
| XTX Topco Ltd | 81,722 | 37,026 | 44,696 | 459,278 | Aufgestockt | +120,7% | |
| WELLS FARGO & COMPANY/MN | 74,662 | 76,277 | -1,615 | 419,600 | Reduziert | -2,1% | |
| Delta Investment Management, LLC | 64,565 | 60,308 | 4,257 | 362,855 | Aufgestockt | +7,1% | |
| Pekin Hardy Strauss, Inc. | 53,750 | 15,000 | 38,750 | 302,075 | Aufgestockt | +258,3% | |
| JANE STREET GROUP, LLC | 53,127 | 55,364 | -2,237 | 298,574 | Reduziert | -4,0% | |
| Creative Planning | 52,867 | 52,871 | -4 | 297,113 | Reduziert | 0,0% | |
| Meixler Investment Management, Ltd. | 52,100 | 49,600 | 2,500 | 292,802 | Aufgestockt | +5,0% | |
| PEAK6 LLC | 48,200 | 48,200 | 0 | 291,128 | Unverändert | 0,0% | |
| GROUP ONE TRADING LLC | 48,587 | 143,856 | -95,269 | 273,059 | Reduziert | -66,2% | |
| BANK OF AMERICA CORP /DE/ | 45,080 | 46,642 | -1,562 | 253,347 | Reduziert | -3,3% | |
| Atlas Wealth Partners, LLC | 40,656 | 35,150 | 5,506 | 228,487 | Aufgestockt | +15,7% | |
| Financial Sense Advisors, Inc. | 40,383 | 139,734 | -99,351 | 226,953 | Reduziert | -71,1% | |
| BOOTHBAY FUND MANAGEMENT, LLC | 33,414 | 21,704 | 11,710 | 187,787 | Aufgestockt | +54,0% | |
| Heritage Trust Co | 30,201 | 30,201 | 0 | 182,414 | Unverändert | 0,0% | |
| Roundview Capital LLC | 30,000 | 30,000 | 0 | 168,600 | Unverändert | 0,0% | |
| SIMPLEX TRADING, LLC | 28,432 | 70,977 | -42,545 | 159,786 | Reduziert | -59,9% | |
| Quadrature Capital Ltd | 23,554 | 0 | 23,554 | 142,619 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 25,198 | 28,059 | -2,861 | 141,612 | Reduziert | -10,2% | |
| Welch Group, LLC | 22,008 | 22,008 | 0 | 123,685 | Unverändert | 0,0% | |
| State of Wyoming | 21,044 | 31,273 | -10,229 | 118,267 | Reduziert | -32,7% | |
| BECK MACK & OLIVER LLC | 15,580 | 16,480 | -900 | 87,560 | Reduziert | -5,5% | |
| Private Advisor Group, LLC | 15,500 | 15,342 | 158 | 87,110 | Aufgestockt | +1,0% | |
| OneDigital Investment Advisors LLC | 13,997 | 15,199 | -1,202 | 84,542 | Reduziert | -7,9% | |
| FOUNDATION RESOURCE MANAGEMENT INC | 14,565 | 14,565 | 0 | 81,855 | Unverändert | 0,0% | |
| Cetera Investment Advisers | 11,431 | 0 | 11,431 | 64,241 | Neu | +100,0% | |
| V-Square Quantitative Management LLC | 11,430 | 0 | 11,430 | 64,237 | Neu | +100,0% | |
| Evernest Financial Advisors, LLC | 11,000 | 0 | 11,000 | 61,930 | Neu | +100,0% | |
| RAHLFS CAPITAL, LLC | 11,000 | 11,500 | -500 | 61,820 | Reduziert | -4,3% | |
| Kovack Advisors, Inc. | 10,500 | 15,000 | -4,500 | 59,010 | Reduziert | -30,0% | |
| Pathstone Holdings, LLC | 10,424 | 0 | 10,424 | 58,583 | Neu | +100,0% | |
| Corient Private Wealth LLC | 10,129 | 0 | 10,129 | 56,925 | Neu | +100,0% | |
| NATIONAL BANK OF CANADA /FI/ | 10,000 | 10,000 | 0 | 56,200 | Unverändert | 0,0% | |
| UBS Group AG | 8,295 | 29,651 | -21,356 | 46,618 | Reduziert | -72,0% | |
| AMERIFLEX GROUP, INC. | 7,000 | 0 | 7,000 | 42,280 | Neu | +100,0% | |
| Wilmington Savings Fund Society, FSB | 5,000 | 5,000 | 0 | 28,100 | Unverändert | 0,0% | |
| CHILTON CAPITAL MANAGEMENT LLC | 4,200 | 0 | 4,200 | 25,074 | Neu | +100,0% | |
| Morse Asset Management, Inc | 4,400 | 1,660 | 2,740 | 24,728 | Aufgestockt | +165,1% | |
| Manchester Capital Management LLC | 3,610 | 3,610 | 0 | 21,805 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fail-to-Deliver (6 Monate)
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-02-27 | 4.123 | 5,33 | 21.976 |
| 2026-02-24 | 3.288 | 5,40 | 17.755 |
| 2026-02-17 | 2.544 | 5,69 | 14.475 |
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 6,231,144 | 35,019,029 | 56.94 |
| MORGAN STANLEY | 1,156,904 | 6,501,801 | 10.57 |
| Moors & Cabot, Inc. | 736,300 | 4,138,006 | 6.73 |
| LPL Financial LLC | 407,116 | 2,287,994 | 3.72 |
| RAYMOND JAMES FINANCIAL INC | 346,112 | 1,945,152 | 3.16 |
| Advisory Services Network, LLC | 238,677 | 1,341,362 | 2.18 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 220,101 | 1,236,968 | 2.01 |
| KINGSWOOD WEALTH ADVISORS, LLC | 191,950 | 1,078,759 | 1.75 |
| Mraz, Amerine & Associates, Inc. | 184,236 | 1,035,404 | 1.68 |
| MCDANIEL TERRY & CO | 170,288 | 957,019 | 1.56 |
| Pingora Partners LLC | 135,057 | 759,020 | 1.23 |
| XTX Topco Ltd | 81,722 | 459,278 | 0.75 |
| WELLS FARGO & COMPANY/MN | 74,662 | 419,600 | 0.68 |
| Delta Investment Management, LLC | 64,565 | 362,855 | 0.59 |
| Pekin Hardy Strauss, Inc. | 53,750 | 302,075 | 0.49 |
| JANE STREET GROUP, LLC | 53,127 | 298,574 | 0.49 |
| Creative Planning | 52,867 | 297,113 | 0.48 |
| Meixler Investment Management, Ltd. | 52,100 | 292,802 | 0.48 |
| GROUP ONE TRADING LLC | 48,587 | 273,059 | 0.44 |
| BANK OF AMERICA CORP /DE/ | 45,080 | 253,347 | 0.41 |