Steward Partners Investment Advisory, LLC - SAN JUAN BASIN RTY TR ownership

SAN JUAN BASIN RTY TR's ticker is SJT and the CUSIP is 798241105. A total of 100 filers reported holding SAN JUAN BASIN RTY TR in Q3 2023. The put-call ratio across all filers is 0.55 and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SAN JUAN BASIN RTY TR
ValueSharesWeighting
Q3 2023$4,139
-72.4%
597
-70.4%
0.00%
Q2 2023$14,989
-29.4%
2,0170.0%0.00%
Q1 2023$21,222
-30.2%
2,017
-24.3%
0.00%
-100.0%
Q4 2022$30,421
+21.7%
2,664
+1.4%
0.00%
Q3 2022$25,000
+150.0%
2,628
+121.8%
0.00%
Q2 2022$10,0000.0%1,185
+1.4%
0.00%
Q1 2022$10,000
+42.9%
1,169
+2.1%
0.00%
Q4 2021$7,000
+16.7%
1,145
-10.1%
0.00%
Q3 2021$6,0000.0%1,273
+0.8%
0.00%
Q2 2021$6,000
-100.0%
1,263
-68.3%
0.00%
Q1 2021$15,786,000
+315620.0%
3,986
+101.5%
0.00%
Q4 2020$5,0000.0%1,978
+0.3%
0.00%
Q3 2020$5,000
+25.0%
1,9720.0%0.00%
Q2 2020$4,0000.0%1,972
-12.9%
0.00%
Q1 2020$4,000
-20.0%
2,263
-3.6%
0.00%
Q4 2019$5,000
-16.7%
2,348
+2.8%
0.00%
Q3 2019$6,000
-50.0%
2,285
-30.4%
0.00%
Q2 2019$12,000
-25.0%
3,285
-1.1%
0.00%
-100.0%
Q3 2018$16,000
-42.9%
3,320
-30.8%
0.00%
-50.0%
Q2 2018$28,000
-94.4%
4,799
-92.5%
0.00%
-94.1%
Q1 2018$502,000
+1830.8%
63,589
+1899.7%
0.03%
+1600.0%
Q4 2017$26,000
+8.3%
3,180
+1.5%
0.00%0.0%
Q3 2017$24,000
+71.4%
3,132
+48.4%
0.00%0.0%
Q2 2017$14,000
-44.0%
2,111
-40.4%
0.00%
-50.0%
Q1 2017$25,0003,5440.00%
Other shareholders
SAN JUAN BASIN RTY TR shareholders Q3 2023
NameSharesValueWeighting ↓
Beck Bode, LLC 293,467$2,027,8570.52%
Mraz, Amerine & Associates, Inc. 219,413$1,516,1420.34%
TWIN FOCUS CAPITAL PARTNERS, LLC 217,124$1,504,6690.34%
WEALTHSOURCE PARTNERS, LLC 507,138$3,514,4700.24%
Price Jennifer C. 57,663$399,6050.23%
MCDANIEL TERRY & CO 318,076$2,2040.23%
Meixler Investment Management, Ltd. 27,455$190,2630.17%
Bramshill Investments, LLC 140,098$970,8790.11%
PRW Wealth Management LLC 25,534$182,5680.07%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 40,825$282,9170.07%
View complete list of SAN JUAN BASIN RTY TR shareholders