Latest Institutional Transactions on Cross Timbers Royalty Trust (CRT)
This table provides information on the latest institutional transactions involving Cross Timbers Royalty Trust (CRT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10.8K+ 76.93% |
$96.2K - $118K
|
24.9K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
545+ 3.29% |
$4.85K - $5.94K
|
17.1K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-372- 1.76% |
$3.31K - $4.05K
|
20.8K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.35K- 58.55% |
$20.9K - $25.6K
|
1.67K
$15.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.9K- 58.17% |
$186K - $228K
|
15.1K
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-75- 20.0% |
$667 - $818
|
300
$2.81K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
249+ 1.81% |
$2.21K - $2.71K
|
14K
$131K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.41K- 23.47% |
$39.2K - $48K
|
14.4K
$134K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-706- 1.52% |
$6.28K - $7.7K
|
45.9K
$429K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25+ 2.53% |
$261 - $366
|
1.01K
$9.48K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.4K- 98.03% |
$140K - $196K
|
269
$2.52K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
$4.18K - $5.85K
|
400
$3.74K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13New |
$136 - $190
|
13
$122
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 7.8% |
$115 - $161
|
152
$1.42K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
750New |
$7.84K - $11K
|
750
$7.01K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
95+ 380.0% |
$993 - $1.39K
|
120
$1.12K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
300New |
$5.27K - $6.11K
|
300
$2.81K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
235New |
$4.13K - $4.79K
|
235
$2.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-800- 16.67% |
$14K - $16.3K
|
4K
$37.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
313New |
$5.5K - $6.38K
|
313
$2.93K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
200New |
$3.51K - $4.07K
|
200
$1.87K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
20.6KNew |
$362K - $420K
|
20.6K
$193K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
49.5KNew |
$869K - $1.01M
|
49.5K
$463K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.45K+ 18.52% |
$84.8K - $101K
|
28.5K
$266K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$38.1 - $45.2
|
2
$18.7
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
464New |
$8.76K - $11.8K
|
464
$4.34K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
71.3KNew |
$1.35M - $1.82M
|
71.3K
$667K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
630New |
$11.9K - $16.1K
|
630
$5.89K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$830 - $1.12K
|
44
$411
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1KNew |
$13.5K - $30.1K
|
1K
$9.35K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-38.8K- 78.05% |
$524K - $1.17M
|
10.9K
$102K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.52KNew |
$34.1K - $75.9K
|
2.52K
$23.6K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-44- 97.78% |
$594 - $1.32K
|
1
$9.35
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
6New |
$81.1 - $181
|
6
$56.1
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.67K- 11.03% |
$33.3K - $44.8K
|
13.5K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-855- 38.83% |
$17.1K - $22.9K
|
1.35K
$12.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
24New |
$479 - $644
|
24
$224
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
425+ 18.82% |
$8.49K - $11.4K
|
2.68K
$25.1K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
12New |
$162 - $298
|
12
$112
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$12.3K - $20.3K
|
1K
$9.35K
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.17KNew |
$39.1K - $64.4K
|
3.17K
$29.7K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1KClosed |
$11.5K - $17.2K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-25Closed |
$287 - $430
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-23Closed |
$264 - $396
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
400New |
$4K - $6.15K
|
400
$3.74K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-130Closed |
$1.3K - $2K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1KClosed |
$10K - $15.4K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
SELL
|
- |
-1KClosed |
$10.6K - $15.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-13.4KClosed |
$142K - $202K
|
0
$0
|
|