Institutional Ownership Cross Timbers Royalty Trust (CRT)
This table provides information about the institutional ownership of Cross Timbers Royalty Trust (CRT). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 158,567 shares, which have been reported (via 13F filing form) to have a value of $1.55 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
40,001
shares
|
$391,609
0.09% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
22,681
shares
|
$222,046
0.0% of portfolio
|
Q1 2025
Added 89.56%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
22,151
shares
|
$216,858
0.0% of portfolio
|
Q1 2025
Reduced 30.45%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
18,000
shares
|
$176,219
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
14,649
shares
|
$143,413
0.03% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
11,152
shares
|
$109,178
0.0% of portfolio
|
Q1 2025
Reduced 44.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
11,044
shares
|
$108,120
0.0% of portfolio
|
Q1 2025
Reduced 26.87%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
10,400
shares
|
$101,815
0.0% of portfolio
|
Q1 2025
Added 2500.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,510
shares
|
$24,572
0.0% of portfolio
|
Q4 2024
Reduced 89.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,001
shares
|
$19,589
0.0% of portfolio
|
Q1 2025
Added 99.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,984
shares
|
$19,423
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
750
shares
|
$7,342
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
500
shares
|
$4,895
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
400
shares
|
$3,915
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
200
shares
|
$1,957
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
120
shares
|
$1,174
0.0% of portfolio
|
Q2 2024
Added 380.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
13
shares
|
$127
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
11
shares
|
$107
0.0% of portfolio
|
Q1 2025
Reduced 92.76%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|