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 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
900New |
$9.52K - $13.6K
|
900
$8.65K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3KClosed |
$31.7K - $45.3K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-262Closed |
$2.77K - $3.96K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Sep 17, 2021
Q2 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.4KClosed |
$89.5K - $127K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-20.7KClosed |
$178K - $251K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-41.6KClosed |
$357K - $505K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.2KNew |
$8.96K - $12.4K
|
1.2K
$11.5K
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
1.92KNew |
$14.4K - $19.9K
|
1.92K
$18.5K
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19KClosed |
$142K - $197K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-300Closed |
$1.59K - $2.57K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Leo Brokerage, LLC
|
SELL
|
- |
-47.2KClosed |
$251K - $404K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
500New |
$2.75K - $3.63K
|
500
$4.81K
|
|
| Q2 2020 | |||||||
|
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-1.04KClosed |
$5.09K - $8.31K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 07, 2021
Q1 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.1K- 50.74% |
$4.79K - $10.3K
|
1.07K
$10.3K
|
|
|
May 15, 2020
Q1 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
210K+ 380.11% |
$915K - $1.97M
|
266K
$2.55M
|
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.88KClosed |
$8.16K - $17.5K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.5KClosed |
$6.52K - $14K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3KClosed |
$13K - $28.1K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-900Closed |
$3.91K - $8.42K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.78KNew |
$27.9K - $34.3K
|
3.78K
$36.3K
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-511Closed |
$3.78K - $4.64K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2Closed |
$14.8 - $18.2
|
0
$0
|
|
| Q3 2019 | |||||||
|
Sep 04, 2020
Q3 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-30KClosed |
$253K - $376K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1KClosed |
$8.43K - $12.5K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Royce & Associates LP
|
SELL
|
- |
-67.6KClosed |
$570K - $848K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-20.6KClosed |
$174K - $259K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-3Closed |
$33.7 - $39.2
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-160Closed |
$1.8K - $2.16K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20KClosed |
$225K - $269K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-5.98KClosed |
$67.2K - $80.5K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2Closed |
$22.5 - $26.9
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 12, 2019
Q4 2018
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.5KClosed |
$60.1K - $85K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Segment Wealth Management, LLC
|
SELL
|
- |
-14KClosed |
$153K - $216K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-50Closed |
$705 - $788
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Allworth Financial LP
|
SELL
|
- |
-1Closed |
$14.1 - $15.8
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 07, 2018
Q2 2018
|
Ifp Advisors, Inc
|
SELL
|
- |
-1KClosed |
$13.1K - $14.6K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-500Closed |
$6.53K - $7.29K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
SELL
|
- |
-6.4KClosed |
$91.5K - $99.3K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-88Closed |
$1.24K - $1.35K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
Stephens Inc
|
SELL
|
- |
-27.5KClosed |
$396K - $410K
|
0
$0
|
|