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 23 institutions that hold shares in the stock, with a total of 249,267 shares, which have been reported (via 13F filing form) to have a value of $2.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
62,800
shares
|
$687,032
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
40,481
shares
|
$442,862
0.08% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
31,849
shares
|
$348,428
0.0% of portfolio
|
Q4 2024
Added 111.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
20,060
shares
|
$219,456
0.0% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
18,419
shares
|
$201,503
0.0% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
15,102
shares
|
$165,215
0.0% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
15,000
shares
|
$164,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
14,371
shares
|
$157,218
0.01% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
13,379
shares
|
$146,366
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
11,965
shares
|
$130,897
0.0% of portfolio
|
Q4 2024
Reduced 51.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,976
shares
|
$21,617
0.0% of portfolio
|
Q4 2024
Added 18.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,001
shares
|
$10,950
0.0% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
750
shares
|
$8,205
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
500
shares
|
$5,470
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
400
shares
|
$4,376
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
400
shares
|
$4,376
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
269
shares
|
$2,942
0.0% of portfolio
|
Q2 2024
Reduced 98.03%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
200
shares
|
$2,188
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
152
shares
|
$1,662
0.0% of portfolio
|
Q2 2024
Added 7.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
120
shares
|
$1,312
0.0% of portfolio
|
Q2 2024
Added 380.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
60
shares
|
$656
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
13
shares
|
$142
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|