Purchases and Sales Made in Q1 2023 in Cross Timbers Royalty Trust (CRT)
This table provides information about the institutional ownership of Cross Timbers Royalty Trust (CRT) during Q1 2023. The information is specifically focused on institutions that hold shares of CROSS TIMBERS ROYALTY TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.4K+ 86.64% |
$167K - $373K
|
26.7K
$249K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.95K+ 347.06% |
$39.9K - $88.8K
|
3.8K
$35.5K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.52KNew |
$34.1K - $75.9K
|
2.52K
$23.6K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.19K+ 12.25% |
$29.5K - $65.8K
|
20K
$187K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.26KNew |
$17K - $38K
|
1.26K
$11.8K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1KNew |
$13.5K - $30.1K
|
1K
$9.35K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
505+ 4.38% |
$6.82K - $15.2K
|
12K
$113K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
291+ 2.4% |
$3.93K - $8.76K
|
12.4K
$116K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36+ 0.21% |
$486 - $1.08K
|
17.5K
$163K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15+ 3.2% |
$203 - $452
|
484
$4.53K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14+ 1400.0% |
$189 - $421
|
15
$140
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8+ 0.14% |
$108 - $241
|
5.66K
$52.9K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
6New |
$81.1 - $181
|
6
$56.1
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-44- 97.78% |
$594 - $1.32K
|
1
$9.35
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-150- 32.4% |
$2.03K - $4.52K
|
313
$2.93K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.45K- 17.71% |
$128K - $284K
|
43.9K
$411K
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-9.68K- 9.49% |
$131K - $291K
|
92.4K
$864K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.2K- 99.24% |
$273K - $607K
|
155
$1.45K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-38.8K- 78.05% |
$524K - $1.17M
|
10.9K
$102K
|