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 22 institutions that hold shares in the stock, with a total of 272,809 shares, which have been reported (via 13F filing form) to have a value of $2.57 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
71,300
shares
|
$672,359
0.01% of portfolio
|
Q2 2023
New holding
|
|
Mraz, Amerine & Associates, Inc.
|
May 15, 2024 Q1 2024 |
51,111
shares
|
$481,976
0.13% of portfolio
|
Q1 2024
Reduced 11.94%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
30,793
shares
|
$290,377
0.0% of portfolio
|
Q1 2024
Added 78.17%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
23,682
shares
|
$223,321
0.0% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
22,106
shares
|
$208,459
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
18,365
shares
|
$173,181
0.0% of portfolio
|
Q1 2024
Reduced 11.38%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
16,114
shares
|
$151,955
0.0% of portfolio
|
Q1 2024
Added 29.88%
|
|
Waddell & Associates, LLC
|
May 08, 2024 Q1 2024 |
14,658
shares
|
$138,224
0.03% of portfolio
|
Q1 2024
Added 2.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
13,651
shares
|
$128,728
0.0% of portfolio
|
Q1 2024
Reduced 5.37%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
4,691
shares
|
$44,236
0.0% of portfolio
|
Q1 2024
Added 0.19%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
2,683
shares
|
$25,300
0.0% of portfolio
|
Q4 2022
Added 18.82%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
989
shares
|
$9,326
0.0% of portfolio
|
Q1 2024
Added 28.44%
|
|
Rhumbline Advisers
Boston, MA |
May 09, 2024 Q1 2024 |
630
shares
|
$5,940
0.0% of portfolio
|
Q2 2023
New holding
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
500
shares
|
$4,715
0.0% of portfolio
|
Q3 2020
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
469
shares
|
$4,422
0.0% of portfolio
|
Q3 2023
Reduced 17.57%
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
400
shares
|
$3,772
0.01% of portfolio
|
Q4 2021
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
300
shares
|
$2,829
0.0% of portfolio
|
Q4 2023
New holding
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
200
shares
|
$1,886
0.0% of portfolio
|
Q4 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
141
shares
|
$1,329
0.0% of portfolio
|
Q2 2022
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
25
shares
|
$235
0.0% of portfolio
|
Q4 2023
Reduced 88.89%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
1
shares
|
$9
0.0% of portfolio
|
Q1 2023
Reduced 97.78%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|