Purchases and Sales Made in Q2 2024 in Cross Timbers Royalty Trust (CRT)
This table provides information about the institutional ownership of Cross Timbers Royalty Trust (CRT) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.19K+ 16.86% |
$54.3K - $75.9K
|
36K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.19K+ 16.86% |
$54.3K - $75.9K
|
36K
$365K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
750New |
$7.84K - $11K
|
750
$7.61K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
406+ 2.21% |
$4.24K - $5.94K
|
18.8K
$191K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400New |
$4.18K - $5.85K
|
400
$4.06K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
95+ 380.0% |
$993 - $1.39K
|
120
$1.22K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25+ 2.53% |
$261 - $366
|
1.01K
$10.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13New |
$136 - $190
|
13
$132
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 7.8% |
$115 - $161
|
152
$1.54K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-94- 20.04% |
$982 - $1.37K
|
375
$3.81K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-674- 14.37% |
$7.04K - $9.85K
|
4.02K
$40.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-887- 6.05% |
$9.27K - $13K
|
13.8K
$140K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.05K- 12.75% |
$21.5K - $30K
|
14.1K
$143K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.53K- 10.7% |
$26.5K - $37K
|
21.1K
$215K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-4.53K- 8.86% |
$47.3K - $66.2K
|
46.6K
$473K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.53K- 25.02% |
$57.8K - $80.9K
|
16.6K
$168K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.4K- 98.03% |
$140K - $196K
|
269
$2.73K
|