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 21 institutions that hold shares in the stock, with a total of 158,499 shares, which have been reported (via 13F filing form) to have a value of $1.52 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
45,876
shares
|
$439,033
0.09% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
24,876
shares
|
$238,063
0.0% of portfolio
|
Q3 2024
Added 76.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
20,777
shares
|
$198,835
0.0% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
17,119
shares
|
$163,828
0.0% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
15,052
shares
|
$144,047
0.0% of portfolio
|
Q3 2024
Reduced 58.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
14,366
shares
|
$137,482
0.0% of portfolio
|
Q3 2024
Reduced 23.47%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
14,020
shares
|
$134,171
0.02% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,665
shares
|
$15,934
0.0% of portfolio
|
Q3 2024
Reduced 58.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,014
shares
|
$9,703
0.0% of portfolio
|
Q2 2024
Added 2.53%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
750
shares
|
$7,177
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
630
shares
|
$6,029
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
500
shares
|
$4,785
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
400
shares
|
$3,828
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
400
shares
|
$3,828
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
300
shares
|
$2,871
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
269
shares
|
$2,574
0.0% of portfolio
|
Q2 2024
Reduced 98.03%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$1,914
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
152
shares
|
$1,454
0.0% of portfolio
|
Q2 2024
Added 7.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
120
shares
|
$1,148
0.0% of portfolio
|
Q2 2024
Added 380.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
13
shares
|
$124
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|