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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.31K+ 65.35% |
$12.4K - $16K
|
3.31K
$28.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.7K+ 70.88% |
$149K - $193K
|
37.9K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
121+ 0.53% |
$1.15K - $1.48K
|
22.8K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-999- 8.96% |
$9.49K - $12.3K
|
10.2K
$88.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30- 1.5% |
$285 - $368
|
1.97K
$17.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.61K+ 81.25% |
$15.3K - $19.8K
|
3.6K
$31.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.4KNew |
$99K - $128K
|
10.4K
$90.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.21KNew |
$21K - $27.1K
|
2.21K
$19.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
11KNew |
$105K - $135K
|
11K
$95.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
375+ 2.56% |
$3.56K - $4.6K
|
15K
$131K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26.6KNew |
$253K - $327K
|
26.6K
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20- 0.18% |
$190 - $245
|
11K
$95.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-60- 8.0% |
$570 - $736
|
690
$6K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100+ 0.96% |
$950 - $1.23K
|
10.5K
$91.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
17.1KNew |
$162K - $209K
|
17.1K
$148K
|
|
| Q1 2025 | |||||||
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-480- 1.19% |
$4.73K - $6.32K
|
40K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-141- 92.76% |
$1.39K - $1.86K
|
11
$95.7
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3K+ 20.0% |
$29.6K - $39.5K
|
18K
$157K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
62.8KNew |
$587K - $708K
|
62.8K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.3K+ 7.59% |
$12.2K - $14.7K
|
18.4K
$160K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
60New |
$561 - $677
|
60
$522
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-75- 20.0% |
$667 - $818
|
300
$2.61K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13New |
$136 - $190
|
13
$113
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
95+ 380.0% |
$993 - $1.39K
|
120
$1.04K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
300New |
$5.27K - $6.11K
|
300
$2.61K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
235New |
$4.13K - $4.79K
|
235
$2.04K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-800- 16.67% |
$14K - $16.3K
|
4K
$34.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
313New |
$5.5K - $6.38K
|
313
$2.72K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
20.6KNew |
$362K - $420K
|
20.6K
$179K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
200New |
$3.51K - $4.07K
|
200
$1.74K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
49.5KNew |
$869K - $1.01M
|
49.5K
$430K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$38.1 - $45.2
|
2
$17.4
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
464New |
$8.76K - $11.8K
|
464
$4.04K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
630New |
$11.9K - $16.1K
|
630
$5.48K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$830 - $1.12K
|
44
$383
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1KNew |
$13.5K - $30.1K
|
1K
$8.7K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-38.8K- 78.05% |
$524K - $1.17M
|
10.9K
$94.9K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.52KNew |
$34.1K - $75.9K
|
2.52K
$21.9K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-44- 97.78% |
$594 - $1.32K
|
1
$8.7
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
6New |
$81.1 - $181
|
6
$52.2
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-855- 38.83% |
$17.1K - $22.9K
|
1.35K
$11.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.67K- 11.03% |
$33.3K - $44.8K
|
13.5K
$117K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
24New |
$479 - $644
|
24
$209
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
425+ 18.82% |
$8.49K - $11.4K
|
2.68K
$23.3K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
12New |
$162 - $298
|
12
$104
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$12.3K - $20.3K
|
1K
$8.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.17KNew |
$39.1K - $64.4K
|
3.17K
$27.6K
|
|
| 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
|
|