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 241,571 shares, which have been reported (via 13F filing form) to have a value of $2.13 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
40,001
shares
|
$352,008
0.07% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
37,852
shares
|
$333,097
0.0% of portfolio
|
Q2 2025
Added 70.88%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
26,649
shares
|
$234,511
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
22,802
shares
|
$200,657
0.0% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
18,000
shares
|
$158,400
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
17,061
shares
|
$150,136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
15,024
shares
|
$132,211
0.02% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
11,024
shares
|
$97,011
0.0% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
11,000
shares
|
$96,800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
10,500
shares
|
$92,400
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
10,416
shares
|
$91,660
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
10,153
shares
|
$89,346
0.0% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,596
shares
|
$31,644
0.0% of portfolio
|
Q2 2025
Added 81.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,208
shares
|
$19,430
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$17,600
0.0% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,971
shares
|
$17,344
0.0% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
690
shares
|
$6,072
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
400
shares
|
$3,520
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
200
shares
|
$1,760
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
13
shares
|
$114
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
11
shares
|
$96
0.0% of portfolio
|
Q1 2025
Reduced 92.76%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|