Stock Transactions — SAN JUAN BASIN RTY TR

Total Bought
2,248,156
27 transactions
Total Sold
13,837,339
32 transactions
Net
-11,589,183
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
HORIZON KINETICS ASSET MANAGEMENT LLC4,594,5025,611,981+1,017,4790.330.41+0.09buy
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.0443,701+443,7010.000.16+0.16buy
Moors & Cabot, Inc.282,350607,450+325,1000.080.16+0.08buy
Financial Sense Advisors, Inc.0139,734+139,7340.000.16+0.16buy
MORGAN STANLEY825,224925,497+100,2730.000.00+0.00buy
CITADEL ADVISORS LLC076,102+76,1020.000.00+0.00buy
Quadrature Capital Ltd023,554+23,5540.000.00+0.00buy
BOOTHBAY FUND MANAGEMENT, LLC021,704+21,7040.000.00+0.00buy
Meixler Investment Management, Ltd.33,50049,600+16,1000.140.18+0.05buy
LPL Financial LLC401,516417,495+15,9790.000.00-0.00buy
Pekin Hardy Strauss, Inc.015,000+15,0000.000.01+0.01buy
TWO SIGMA INVESTMENTS, LP57,16069,023+11,8630.000.00+0.00buy
SIMPLEX TRADING, LLC07,677+7,6770.000.00+0.00buy
AMERIFLEX GROUP, INC.07,000+7,0000.000.02+0.02buy
KINGSWOOD WEALTH ADVISORS, LLC485,815491,900+6,0850.230.18-0.05buy
XTX Topco Ltd32,12137,026+4,9050.010.01+0.00buy
ROYAL BANK OF CANADA52,20056,124+3,9240.000.00-0.00buy
Lesa Sroufe & Co336,644339,978+3,3341.851.66-0.19buy
COMERICA BANK9123,942+3,0300.000.00+0.00buy
Atlas Wealth Partners, LLC33,65035,150+1,5000.230.22-0.02buy
Morse Asset Management, Inc4501,660+1,2100.000.00+0.00buy
Quarry LP01,185+1,1850.000.00+0.00buy
Cove Street Capital, LLC01,002+1,0020.000.01+0.01buy
Steward Partners Investment Advisory, LLC5971,037+4400.000.00+0.00buy
Tower Research Capital LLC (TRC)265464+1990.000.00+0.00buy
Farther Finance Advisors, LLC070+700.000.00+0.00buy
Arax Advisory Partners06+60.000.00+0.00buy
MAI Capital Management1,1501,15000.000.00-0.00hold
INGALLS & SNYDER LLC28,65028,65000.010.01-0.00hold
BECK MACK & OLIVER LLC16,48016,48000.000.00-0.00hold
MCDANIEL TERRY & CO318,076318,07600.160.15-0.00hold
WEDBUSH SECURITIES INC13,50013,50000.000.00-0.00hold
FOUNDATION RESOURCE MANAGEMENT INC14,56514,56500.010.01-0.00hold
Manchester Capital Management LLC3,6103,61000.000.00+0.00hold
Cambridge Investment Research Advisors, Inc.12,07112,07100.000.00-0.00hold
Financial Engines Advisors L.L.C.15,53415,53400.000.00-0.00hold
Plante Moran Financial Advisors, LLC19719700.000.00-0.00hold
Welch Group, LLC22,00822,00800.010.01-0.00hold
Roundview Capital LLC30,00030,00000.010.01-0.00hold
Clear Harbor Asset Management, LLC28,82528,82500.010.01-0.00hold
Allworth Financial LP28828800.000.00-0.00hold
Waverly Advisors, LLC43,31643,31600.000.00-0.00hold
Advisory Services Network, LLC237,397237,39700.020.02-0.00hold
PECAUT & CO.30,00030,00000.060.06-0.00hold
Sunbelt Securities, Inc.1,2751,27500.000.00+0.00hold
IFP Advisors, Inc39539500.000.00-0.00hold
Heritage Trust Co30,20130,20100.020.02-0.00hold
Kovack Advisors, Inc.15,00015,00000.010.01-0.00hold
Mountaineer Partners Management, LLC719,054719,05402.842.53-0.32hold
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors15,68215,68200.010.01-0.00hold
Newbridge Financial Services Group, Inc.72172100.000.00-0.00hold
Private Wealth Asset Management, LLC1,3001,30000.000.00-0.00hold
Pingora Partners LLC63,94663,94600.290.26-0.03hold
Creekmur Asset Management LLC24024000.000.00-0.00hold
Westfuller Advisors, LLC11,43011,43000.040.03-0.01hold
RAHLFS CAPITAL, LLC11,50011,50000.060.05-0.01hold
FIRST FINANCIAL BANKSHARES INC37,50037,50000.010.00-0.00hold
US BANCORP \DE\20620600.000.00-0.00hold
SouthState Corp2,0002,00000.000.00+0.00hold
Wilmington Savings Fund Society, FSB5,0005,00000.000.00+0.00hold
NATIONAL BANK OF CANADA /FI/10,00010,00000.000.00+0.00hold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO10-10.000.00-0.00sell
FMR LLC3,2193,217-20.000.00-0.00sell
CIBC Private Wealth Group LLC280-280.000.00-0.00sell
Private Advisor Group, LLC15,38915,342-470.000.00-0.00sell
JONES FINANCIAL COMPANIES LLLP500-500.000.00-0.00sell
CULLEN/FROST BANKERS, INC.2000-2000.000.00-0.00sell
ROTHSCHILD INVESTMENT LLC2,5372,337-2000.000.00-0.00sell
Princeton Global Asset Management LLC2500-2500.000.00-0.00sell
BOKF, NA4620-4620.000.00-0.00sell
Rosenberg Matthew Hamilton5930-5930.000.00-0.00sell
Federation des caisses Desjardins du Quebec6000-6000.000.00-0.00sell
OneDigital Investment Advisors LLC15,19913,997-1,2020.000.00-0.00sell
Delta Investment Management, LLC61,86860,308-1,5600.070.07-0.01sell
OSAIC HOLDINGS, INC.30,27528,059-2,2160.000.00-0.00sell
WELLS FARGO & COMPANY/MN79,34076,277-3,0630.000.00-0.00sell
Creative Planning55,97152,871-3,1000.000.00-0.00sell
Ashton Thomas Private Wealth, LLC641,226637,707-3,5190.140.10-0.04sell
Mraz, Amerine & Associates, Inc.188,266184,236-4,0300.180.17-0.01sell
CHILTON CAPITAL MANAGEMENT LLC4,2000-4,2000.000.00-0.00sell
GROUP ONE TRADING LLC32,79222,456-10,3360.010.00-0.00sell
INTREPID FAMILY OFFICE LLC10,5740-10,5740.070.00-0.07sell
State of Wyoming50,67131,273-19,3980.040.02-0.02sell
Corient Private Wealth LLC30,26010,129-20,1310.000.00-0.00sell
RAYMOND JAMES FINANCIAL INC338,062306,732-31,3300.000.00-0.00sell
Principia Wealth Advisory, LLC641,479578,756-62,7233.252.49-0.75sell
SUSQUEHANNA INTERNATIONAL GROUP, LLP254,824165,877-88,9470.000.00-0.00sell
Beacon Pointe Advisors, LLC114,92917,000-97,9290.010.00-0.01sell
RR Advisors, LLC416,000303,000-113,0000.600.43-0.16sell
Verition Fund Management LLC404,648160,249-244,3990.010.01-0.01sell
PRELUDE CAPITAL MANAGEMENT, LLC396,7090-396,7090.230.00-0.23sell
CANNELL CAPITAL LLC2,231,5241,213,124-1,018,4004.171.92-2.25sell
Kingstone Capital Partners Texas, LLC11,698,1400-11,698,1400.050.00-0.05sell
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