San Juan Basin Royalty Trust: Ownership
| Ownership Information |
| Shares Outstanding |
47.00 Mil | | Institutional Ownership (%) | 26.14 | | Top 10 Institutions (%) | 19.80 | | Mutual Fund Ownership (%) | .01 | | 5%/Insider Ownership (%) | 1.09 | | Float (%) | 98.91 |
| Ownership Activity |
| Description | # of Holders | Shares |
| Total Positions |
114 | 12,288,118 | | New Positions | 18 | 0 | | Soldout Positions | 69 | 0 | | Net Position Change | -47 | -2,554,878 | | Buyers | 53 | 2,040,049 | | Sellers | 100 | -4,594,927 |
| advertisement |
|
|
|---|
| Institution Name |
Shs Held |
Shs Chg |
%Chg |
$Chg* |
%Out |
%Port |
Rpt Date |
| First Eagle Investment Management LLC |
4,647,824 |
143,690 |
3.2 |
19,215,296 |
10.0 |
0.8 |
09-30-09 |
| Mellon Capital Management Corporation |
827,501 |
-18,183 |
-2.2 |
-1,006,936 |
1.8 |
0.0 |
12-31-09 |
| Terry McDaniel & Company |
815,910 |
199,458 |
32.4 |
5,876,920 |
1.8 |
8.4 |
09-30-09 |
| South Texas Money Management, Ltd. |
746,505 |
49,064 |
7.0 |
3,459,653 |
1.6 |
1.2 |
09-30-09 |
| Francis M. Reps Investment Advisors |
688,700 |
0 |
0.0 |
-564,734 |
1.5 |
20.1 |
12-31-09 |
| Prospector Partners, LLC |
464,900 |
125,300 |
36.9 |
3,516,042 |
1.0 |
0.8 |
09-30-09 |
| ICON Advisers, Inc. |
392,000 |
359,389 |
1,102.0 |
6,610,900 |
0.8 |
0.5 |
09-30-09 |
| Osterweis Capital Management, LLC |
293,624 |
-7,350 |
-2.4 |
977,853 |
0.6 |
0.3 |
09-30-09 |
| Wilkinson O'Grady & Co., Inc. |
227,660 |
209,100 |
1,126.6 |
3,844,833 |
0.5 |
0.8 |
09-30-09 |
| First Manhattan Company |
195,569 |
2,200 |
1.1 |
-120,634 |
0.4 |
0.0 |
12-31-09 |
| Morgan Stanley Smith Barney LLC |
190,297 |
190,297 |
100.0 |
3,436,764 |
0.4 |
0.0 |
09-30-09 |
| Grandfield & Dodd, LLC |
168,321 |
8,051 |
5.0 |
736,797 |
0.4 |
1.1 |
09-30-09 |
| Hamlin Capital Management, LLC |
166,600 |
71,250 |
74.7 |
1,638,617 |
0.4 |
3.7 |
09-30-09 |
| Rothschild Investment Corporation |
159,105 |
117,875 |
285.9 |
1,998,356 |
0.3 |
0.6 |
12-31-09 |
| Foundation Resource Management, Inc. |
141,845 |
0 |
0.0 |
523,408 |
0.3 |
0.5 |
09-30-09 |
- *Category Headings:
- Shs Held - shares held at report date
- Shs Chg - position change within reporting period
- %Chg - % change
- $Chg - market value of the position change
- %Out - % of shares outstanding
- %Port - % Portfolio
- Rpt Date - report date
Page generated 2/10/2010 12:38 AM Eastern Time