Purchases and Sales Made in Q2 2023 in Cross Timbers Royalty Trust (CRT)
This table provides information about the institutional ownership of Cross Timbers Royalty Trust (CRT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
71.3KNew |
$1.35M - $1.82M
|
71.3K
$724K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
1K+ 26.32% |
$18.9K - $25.5K
|
4.8K
$48.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
998+ 643.87% |
$18.8K - $25.5K
|
1.15K
$11.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
630New |
$11.9K - $16.1K
|
630
$6.39K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
464New |
$8.76K - $11.8K
|
464
$4.71K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
461+ 2.3% |
$8.7K - $11.8K
|
20.5K
$208K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
348+ 2.8% |
$6.57K - $8.88K
|
12.8K
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
85+ 17.56% |
$1.6K - $2.17K
|
569
$5.78K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 28.57% |
$944 - $1.28K
|
225
$2.28K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$830 - $1.12K
|
44
$447
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10+ 66.67% |
$189 - $255
|
25
$254
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-292- 5.16% |
$5.51K - $7.45K
|
5.37K
$54.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-358- 2.05% |
$6.76K - $9.13K
|
17.1K
$174K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-813- 6.75% |
$15.3K - $20.7K
|
11.2K
$114K
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1K- 1.08% |
$18.9K - $25.5K
|
91.4K
$927K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.64K- 9.91% |
$49.9K - $67.4K
|
24K
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.6K- 42.27% |
$350K - $474K
|
25.4K
$257K
|